The answer is in your numbers. Currently across nineteen tabs.
Dashboards, management accounts and analysis that pull the signal out of your systems and spreadsheets: refreshed automatically, readable at a glance.
What the job looks like
The spreadsheets, exports or system access behind the question you can’t answer.
We model, reconcile and build the reporting: checked against source before anything goes live.
A live dashboard or a board-ready pack, plus the model behind it, documented.
What changes
- Monday numbers without the Monday morning
- One version of the figures
- Questions answered in minutes, not at month-end
- Forecasts you can defend
28 jobs in Business Intelligence & Financial Insight.
Every one is a real job we do. Find the one that sounds like your week.
Live KPI Dashboards
Builds live dashboards that pull from your existing systems so the numbers you care about are always current, without anyone compiling them by hand.
“By the time I see the numbers, it’s too late to do anything about them.”
Ask us about this →Executive Reporting
Turns raw operational and financial data into a concise executive report that says what happened, why, and what needs attention.
“I spend hours pulling the same report together every month and it still misses the point.”
Ask us about this →Automated Management Accounts & Board Packs
Automates the assembly of monthly management accounts and board packs from your bookkeeping data, so pack day stops eating a week.
“Every board meeting means a week of copying and pasting numbers into slides.”
Ask us about this →Financial Modelling
Builds clear, well-structured financial models (budgets, projections, business cases) that you can understand and change yourself.
“I need to see what this decision actually does to the numbers before I commit.”
Ask us about this →Spreadsheet & Financial-Model Rescue
Fixes and rebuilds broken, fragile or inherited spreadsheets and financial models: finding the errors, untangling the logic and leaving you something maintainable.
“The whole business runs on one spreadsheet and we’re terrified of it.”
Ask us about this →KPI Development
Works out which handful of numbers drive your business and sets up a simple, honest way to track them.
“We measure everything and understand nothing.”
Ask us about this →Subscription Audits
Goes through your bank statements and card records to find every recurring subscription, flag the duplicates and the dead weight, and tally what cancelling would save.
“I have no idea what we’re actually paying for every month.”
Ask us about this →Spend Analysis
Categorises and analyses everything the business spends so you can see where the money goes and where it’s leaking.
“Money goes out every month and I couldn’t tell you where half of it goes.”
Ask us about this →Bank Statement Analysis
Turns months or years of bank statements (even scanned PDFs) into clean, categorised, searchable data you can interrogate.
“The answer is somewhere in these statements but I’d need a month to find it.”
Ask us about this →Cashflow Forecasting
Builds a rolling cashflow forecast from your bank data and invoicing pipeline so you can see crunch points weeks before they arrive.
“We never know if next month is going to be tight until it already is.”
Ask us about this →Due Diligence Analysis
Digs through the numbers behind a business you’re thinking of buying or backing, and tells you plainly what the data supports and what it doesn’t.
“The seller’s numbers look great — I just don’t know if they’re true.”
Ask us about this →Fraud & Anomaly Analysis
Scans transaction data for the patterns that don’t belong (duplicates, round-figure runs, out-of-hours activity, suppliers who look like employees) and documents what turns up.
“Something about the numbers feels off but I can’t put my finger on it.”
Ask us about this →Property Investment Analysis
Analyses a property deal or an existing holding with real numbers (purchase costs, realistic rents, voids, maintenance) so you can see what it genuinely returns.
“Every deal looks good on the agent’s spreadsheet — I want the real numbers.”
Ask us about this →Property Investment Underwriting
Full underwriting of a property purchase (yield, cashflow, ROI, financing structure and stress tests) presented the way a careful lender would want to see it.
“I can work out the yield on a napkin — I can’t stress-test the whole deal.”
Ask us about this →Rent-Roll & Arrears Analysis
Cleans up the rent roll and shows exactly who owes what, for how long, and which tenancies are trending the wrong way.
“I honestly couldn’t tell you which tenants are behind and by how much.”
Ask us about this →Portfolio Reporting
One consolidated report across all your properties (income, costs, occupancy, returns per unit) instead of a drawer full of agent statements.
“Each property has its own paperwork and nobody can see the whole picture.”
Ask us about this →Tenant Affordability & Screening Analysis
Analyses a prospective tenant’s financial documents (payslips, bank statements, references) into a clear affordability picture for the landlord to weigh up.
“The application looks fine but I can’t tell if they can actually afford the rent.”
Ask us about this →Lender-Ready Affordability Packs
Assembles your income, outgoings and portfolio numbers into the clean, evidenced pack that lenders and brokers ask for.
“The broker keeps asking for numbers I know exist but can’t pull together.”
Ask us about this →Support-Ticket & Online-Review Analysis
Reads through your support tickets and online reviews at scale and tells you what customers are complaining about, praising and asking for.
“We get feedback constantly but nobody has time to read it all, let alone learn from it.”
Ask us about this →Email & Inbox Analysis
Analyses a mailbox or email archive (volumes, response times, recurring topics, who’s chasing what) to show where communication is breaking down or eating time.
“The inbox is a black hole and I’ve no idea what’s actually in it.”
Ask us about this →Employee Performance Analysis
Pulls together output, sales, timesheet or job data into a fair, factual picture of how work is distributed and performed across the team.
“I think some of the team are carrying the others but I can’t prove it either way.”
Ask us about this →Sales Analysis
Analyses your sales data to show what’s selling, to whom, when, and what’s quietly declining while the headline number looks fine.
“Revenue looks okay overall but I can’t see what’s really driving it.”
Ask us about this →Margin Analysis
Works out your true margins by product, job, service line or customer, including the costs that usually get forgotten.
“We’re busy all the time but the profit never seems to match.”
Ask us about this →Pricing Analysis
Analyses your pricing against your costs, your history and your market so you can see where you’re underpricing and what changing prices would do.
“I haven’t put prices up in years because I’ve no idea what would happen if I did.”
Ask us about this →Customer Profitability Analysis
Ranks your customers by what they contribute once service time, discounts, returns and chasing are counted, rather than by what they’re invoiced.
“Our biggest customer might actually be costing us money and I can’t tell.”
Ask us about this →Churn Analysis
Analyses which customers leave, when, and what they had in common, so you can see churn coming instead of reading about it in the revenue line.
“Customers keep leaving and we only find out when the payment stops.”
Ask us about this →Benchmark & Trend Analysis
Puts your numbers in context (against your own history and against sensible external benchmarks) so you know whether a figure is normal, good or a warning.
“Is 34% staff cost good or terrible? I genuinely don’t know.”
Ask us about this →Ad-Hoc Data Analysis
The 'here’s a spreadsheet, tell me what it means’ service: you hand over the data and the question, and get back a straight answer with the working shown.
“I’ve got the data — I just have no idea what it’s telling me.”
Ask us about this →Point us at the numbers.
Send one messy report: get back one you can read.
Send us your problem →Or write to hello@tasksmithai.com