Tech-enabled CFO-Level reporting & dashboards

HomeTech-enabled CFO-Level reporting & dashboards

Tech-enabled CFO-Level reporting & dashboards

We call it

CompassClarity

CompassClarity brings finance and technology together to turn messy, disconnected data into clear, decision-ready insight. It provides fast, reliable reporting through Power BI and other tools, with logic built by CFOs who understand how growing businesses actually run.

CompassClarity helps leaders see:

  • What happened
  • What matters
  • What to do next

All without building large in-house finance teams or managing heavy implementations.

Built for businesses where reports exist, but confidence doesn’t

CompassClarity is the right fit for you if you see the following signs

1

Delayed & incomplete reporting

2

No single source of truth

3

Multi-entity or business unit complexity

4

No forward planning

5

Manual reports no dashboards

A flexible senior-led engagement model

How CompassClarity Works

We connect the data, automate reporting, build planning capability, and apply CFO insight on top creating a reliable finance system leaders can trust.

Fix the Financial Foundation

We start by cleaning and structuring financial data from your existing systems so it reflects how the business actually operates.

Connect and centralise data

We connect your data sources into a secure Azure data layer and link it directly to Power BI.

Automate reporting

Dashboards are refreshed automatically, delivering consistent, on-time reporting without manual work.

Build and automate planning

Our FP&A team builds budgets, forecasts, and scenarios and automates them directly into Power BI and other tools.

Apply CFO insight

Senior CFO expertise turns reporting and plans into clear guidance on what matters and what to do next.

Drive better decisions

Leaders get one trusted system for performance visibility, planning, and faster decision-making.

What CompassClarity Delivers

CFO-level reporting with decision-ready structure so leaders can see what happened, what matters, and what to do next.

CompassClarity Delivers
1

Core financial reporting

Profit & Loss, Balance Sheet, and Cash Flow across entities and groups.

2

Budgets and forecasts

Operational budgets, forecasts, and planning built into reporting.

3

Decision-led KPIs

Performance KPIs aligned to how the business is actually run.

4

Automated analysis

Variance, trend, and performance analysis updated automatically.

5

Powerful dashboards

All reporting delivered through modern dashboards on desktop and mobile.

Packages

Designed to meet businesses at different stages, with a clear upgrade path as complexity grows.

CompassClarity Retainer

Ongoing management reporting, planning, and insight with dedicated Fractional CFO support as required.

An ongoing partnership delivering monthly reporting, planning, and decision support, with dedicated Fractional CFO involvement as required.

Pricing

Price depending on business size and complexity.

Best for

Growing businesses that need senior financial insight and reliable reporting without the cost and complexity of building an internal team or investing in complex tools.

Includes
  • Ongoing review and improvement of data and reporting foundations
  • Rebuilding and refining reporting logic as the business evolves
  • Power BI dashboards and automated reporting
  • Monthly management and board reporting
  • Budgeting and forecasting
  • Cash flow planning and scenario analysis
  • Monthly insight, commentary, and performance review
  • Continuous refinement of KPIs and performance views
  • Automation and optimisation of reporting processes to reduce manual effort
  • CFO-level monthly review and guidance on all reporting
Dedicated support included
  • One monthly strategy session with a Fractional CFO
  • Up to 16 hours per month of senior analyst support for ongoing and ad-hoc reporting and analysis
Optional add-ons
  • Additional Fractional CFO support on an agreed hourly basis
  • Day-to-day finance and bookkeeping support if required.
Talk to an expert

CompassClarity Project

One-off reporting transformation

A focused engagement to fix your financial data and completely modernise your reporting within 2 to 3 months.

Pricing

Project-based pricing, depending on scope, complexity, and level of support required.

Overview

CompassClarity is designed for businesses where reporting exists, but confidence does not. It rebuilds the logic behind your financial reporting and automates delivery, turning disconnected numbers into decision-ready insight. Your reports are ready within hours of month-end and accessible anytime, even from your phone.

During the engagement, we review your reporting structure, fix gaps in the underlying logic, and build a reliable, automated reporting environment your team can depend on. By the end, your reporting becomes faster, more reliable, and built to support better decisions.

Best for

Businesses with finance teams and systems in place that want faster, more reliable reporting, reduced spreadsheet dependency, and finance teams focused on value-added work rather than manual, backward-looking reporting.

Includes
  • Data and reporting review
  • Rebuilding reporting logic
  • Power BI dashboards and automation
  • Financial data structure improvements
  • Reporting automation and month-end acceleration
  • Team training and handover
Talk to an expert

CompassClarity is a CFO-level reporting solution that combines finance expertise with modern technology.

We fix the structure behind your financial data, automate reporting using Power BI, and deliver clear dashboards and management reports that leadership teams can rely on for decision-making.

Most dashboard projects focus only on visuals.

CompassClarity starts by fixing the financial logic behind your reporting. We review your chart of accounts, reporting structure, and KPIs before building any dashboards. This ensures the reporting reflects how your business actually operates.

No. CompassClarity works with your existing accounting system.

We connect to the systems you already use and build a structured reporting layer on top. If improvements are needed in your chart of accounts or reporting structure, we help you fix those as part of the process.

Depending on the data your organisation is tracking, CompassClarity delivers decision-ready financial reporting, including:

  • Management P&L
    • Balance Sheet
    • Cash Flow
    • KPI dashboards
    • Actual vs budget analysis
    • Consolidated reporting across entities
    • non-financial KPIs

All reports are delivered through Power BI dashboards accessible on desktop and mobile.

Once the system is in place, reports can typically be ready within hours of month-end close.

Automation removes the need for manual spreadsheet consolidation, which significantly reduces reporting delays.

No. CompassClarity is designed to support your finance team, not replace them.

It removes manual reporting work so the team can spend more time analysing performance and supporting business decisions.

Yes. CompassClarity works particularly well for businesses with multiple entities or regions.

We structure reporting so leadership teams can easily see both individual entity performance and consolidated group results.

The CompassClarity Project is a one-off engagement to modernise your reporting and automate dashboards.

The CompassClarity Retainer is an ongoing service that includes monthly reporting, forecasting, cash flow planning, and CFO-level insight.

Most CompassClarity projects take 2 to 3 months, depending on the complexity of the business and the quality of the existing data.

Our goal is to move quickly while ensuring the reporting structure is built correctly.

CompassClarity can support different types of organisations depending on how they want to engage.

The CompassClarity Project is typically suited to larger organisations with established finance teams that want to modernise their reporting. These businesses usually have accounting systems and internal teams in place but need help fixing reporting structures, automating workflows, and building a modern reporting environment.

The CompassClarity Retainer is designed for growing businesses that want ongoing reporting and financial insight without building a full internal FP&A team. These organisations typically:

  • Already have accounting in place
    • Need clearer and faster financial reporting
    • Want better visibility into performance and cash flow
    • Need CFO-level insight without hiring a full-time CFO