Connects to any business system

Reporting Intelligence for Any Business System

Your business data, transformed into real-time financial intelligence. Customer alerts, debtors analysis, P&L dashboards, and 17+ automated reports — connects to any ERP, accounting, or business system.

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Revenue MTD
R 4.2M
+12.3% vs prior month
Gross Profit %
28.4%
-1.2pp margin pressure
Overdue Debtors
R 1.8M
3 accounts > 90 days
Customer Alerts Last Activity Status
Pinnacle Logistics 26 days ago Red Alert
Horizon Healthcare 15 days ago Amber
Summit Engineering 2 days ago Active
Trusted by financial directors across South Africa
Last Bought Alarm •
Volume Drop-Off •
Debtors Age Analysis •
The Score •
Cheque Reports •
Purchase Matrix •
P+L Intelligence •
Bank Balances •
Leverage Analysis •
Overdue Analysis •
Advance Tracker •
Stock Intelligence •
Daily Buyer Brief •
Weekly Buyer Pack •
AI Chat Analysis •
Currency Exposure •
Last Bought Alarm •
Volume Drop-Off •
Debtors Age Analysis •
The Score •
Cheque Reports •
Purchase Matrix •
P+L Intelligence •
Bank Balances •
Leverage Analysis •
Overdue Analysis •
Advance Tracker •
Stock Intelligence •
Daily Buyer Brief •
Weekly Buyer Pack •
AI Chat Analysis •
Currency Exposure •
The Problem
Your business is talking.
But nobody's listening.
Without Reporting Intelligence
  • Excel reports built manually from data exports, always a month behind
  • No early warning when a key supplier stops buying or a debtor goes overdue
  • Management meetings run on gut feel, not live data
  • Different numbers on different reports — nobody trusts the data
With Reporting Intelligence
  • 17+ live reports pulling directly from your business system — always current
  • Colour-coded alerts flag supplier drop-offs and overdue accounts instantly
  • One source of truth — every metric reconciled across every report
  • 100% read-only — your data is never modified
Report Showcase
See every angle of your business

From supplier early warnings to bank balances, every report is built for financial professionals who need numbers they can trust.

Debtors Age Analysis 4 Overdue
Total Book
R 6.8M
Current
R 3.1M
90+ Days
R 1.2M
Vertex Solutions R 842,310 120+ days
Clearview Trading R 415,280 90 days
Meridian Group R 328,500 60 days
Atlas Distributors R 220,150 Current
Northway Consulting R 189,400 Current
Finance
Debtors Age Analysis
7-bucket aging with risk badges, payment behaviour, date filter for historical reconstruction, and AI-powered insights.
The Score — Monthly Mar 2026
Revenue
R 4.2M
Purchases
R 3.0M
GP%
28.6%
Division Sales Cost GP%
Operations R 2.1M R 1.4M 33.2%
Distribution R 1.4M R 1.1M 21.4%
Services R 710K R 498K 29.8%
Finance
The Score
Monthly sales vs purchases by division with GP margins, trend charts, and historical date picker.
Customer Alerts 3 Red
Pinnacle Logistics 26 days Red
Horizon Healthcare 23 days Red
Trident Corp 21 days Red
Summit Engineering 16 days Amber
Keystone Partners 5 days Active
Mosaic Brands 2 days Active
Bridgeway Holdings 1 day Active
Early Warning
Customer Alerts
4-level colour-coded early warning system. Know the moment a key customer goes quiet.
P&L Intelligence Live
Revenue
R 5.2M
PBT
R 610K
Margin
11.7%
Revenue
COS
GP
OpEx
PBT
Salaries 35%
Transport 20%
Rent 17%
Insurance 16%
Other 12%
Finance
P&L Intelligence
Waterfall chart, 12-month heatmap, expense anatomy, MoM comparison with driver pills, and YoY overlay.
Bank Payments Today
Payments
R 2.07M
Receipts
R 1.34M
Net
-R 730K
Business Current Acc R 412,500
Investment Call Acc R 1,250,000
Operating Account R 87,320
Trust Account R 325,000
Finance
Cheque Reports
Daily bank payments and receipts across all accounts with AI-powered analysis and print-ready PDF export.
Bank Balances Yesterday
Total Cash Position
R 6,537,000
Accounts
5
Current Acc
R 2.1M
Savings Acc
R 3.5M
Call Account
R 891K
Credit Card
-R 52K
Oct
Nov
Dec
Jan
Feb
Mar
Finance
Bank Balances
All bank account balances as at any date, reconstructed from General Ledger transactions, with monthly trend.
How It Works
Live in 48 hours. Not months.

We connect to your existing system — ERP, accounting, or database. No data migration, no installation on your server, no disruption to your team.

Connect
Secure connection to your existing system — Sage, Pastel, Xero, QuickBooks, SAP, or any database. Your data never leaves your network.
Configure
Our 10-point data audit verifies your chart of accounts, vendor classes, and GL structure. Every number cross-checked.
Intelligence
Your team gets a live dashboard with 17+ reports, early-warning alerts, AI analysis, and print-ready PDFs.
0
Live Reports
0
Read-Only Access
0
Go-Live Time
0
Business Systems Supported
Platform Features
Built for financial professionals

Every feature designed for chartered accountants, financial directors, and operations managers who need numbers they can trust.

Real-Time Data
Reports pull directly from your live business system with intelligent caching. No stale exports, no manual updates.
100% Read-Only
We never write to your database. SELECT queries only. Your data integrity is non-negotiable.
AI-Powered Insights
Ask questions about your data in plain English. AI analyses trends, flags anomalies, and suggests actions.
Early Warning Alerts
Colour-coded alerts for supplier drop-offs, overdue debtors, and volume changes. Act before it's too late.
Print-Ready PDFs
One-click export to PDF for board packs, management meetings, and auditor submissions.
Multi-Tenant Ready
Each client gets their own isolated instance with custom report configurations. Scale across your portfolio.

We went from printing Excel spreadsheets for Monday morning meetings to having live dashboards that the whole team trusts. The supplier alerts alone have saved us from losing three key accounts.

Questions & Answers
Frequently asked
Which systems do you connect to?
Reporting Intelligence is system-agnostic. We connect to ERPs, accounting packages, databases, and business systems of any kind — Sage, Pastel, Xero, QuickBooks, SAP, and more. Our adapter architecture means each system gets a dedicated translator layer while the reports remain identical regardless of source.
Will this slow down our server?
No. We use optimised read-only queries with intelligent caching. The queries are specifically designed to be lightweight. Most clients report zero noticeable impact on their system performance.
Can you modify or delete our data?
No. By default, every connection is strictly read-only. Every query passes through a validation layer that blocks write operations. Your source data is never touched unless you explicitly enable write-back features in future.
How is the connection secured?
We connect over an encrypted WireGuard VPN tunnel. The reporting application runs on your internal network and is never exposed to the public internet. All credentials are stored in encrypted secrets management, not in code.
Do you support cloud-based and on-premise systems?
Yes, both. For on-premise systems we connect via secure VPN. For cloud-based systems we connect through their official APIs. Either way, the reporting experience is identical — same dashboards, same alerts, same intelligence.
How long does onboarding take?
Typically 48 hours from first call to live reports. We run a 10-point data audit, configure your chart of accounts and vendor classes, verify cross-report consistency, and hand you a signed-off, verified reporting suite. No months-long implementation projects.
Get Started
See it for yourself.

Book a 30-minute demo or send us a message. We'll show you your own data, live.

Send us a message
Have a question or want to learn more? We'll get back to you within 24 hours.

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Book a live demo
See Reporting Intelligence in action with a personalised 30-minute walkthrough.
  • Live demo using your own data
  • See all 17+ reports in action
  • Discuss your specific requirements
  • No commitment, no pressure
  • Live in 48 hours after sign-up
Book a Demo