We’ve delivered custom reporting for firms on bespoke systems and tools outside our standard integrations.
Streamline operations. Increase service value. Maximise profitability.
Trusted by hundreds of professional businesses
What’s your business?
Dashboard Insights provides data & AI solutions to optimise firm operations, empower teams, and scale advisory.
“Dashboard Insights has been a game-changer growing my business over 200% this year.”
Jason Robinson
Founder
Future Advisory
Explore our Dashboard Solutions
Xero Practice Manager Dashboards
See How Your Firm is Really Performing
Track profitability, productivity, and other key metrics. No more guessing or waiting – just clear & tailored XPM dashboards that show exactly where your firm stands.
Karbon Dashboards
Keep Your Practice Running Smoothly
Get a clear view of your team’s KPIs, track project progress, and manage workflows with dashboards built for Karbon. Make informed decisions faster with up-to-date and customisable reports tailored to your firm.
FYI Elite Dashboards
Stay Ahead with Business Insights
Access up-to-date reports, manage team performance, and track key metrics with dashboards that integrate seamlessly with FYI Elite. Make data-driven decisions and improve efficiency across your firm.
Advisory Dashboards
Give Clients a Clear View of Their Finances
Help your clients see the bigger picture. Get financial insights, run scenario planning, and compare benchmarks, all in one place.
WorkflowMax
Stay on Top of Every Project
See updates on progress, team workloads, and deadlines so nothing falls through the cracks.
AU Practice App of the Year FY25
"This was one of the best game changers to our business we have implemented! Previous to implementing dashboards, the team in our business was unware of how they were tracking in real-live time. They would have an estimate but visually did not see it until our end of month catch ups. Highly recommend it!"
Gregory Bramich
Director, Future Advisory
"The number one app for running our business! Dashboard insights is my go to for everything I need to know about my business performance, my individual performance and the performance of the team! Amazing for accountability, KPI's, WIPS, write ons and write offs, client manager reports, average hourly billing, the list goes on and on and on"
Jason Robinson
Founder, Future Advisory
"Dashboard Insights provided our firm the clarity we needed on our team KPI's, our WIP management and the data integrity of our data base. Response time from the Dashboard Insights team has been great, particularly in the early days when this software first brought to our attention issues to be addressed."
Tim Garth
Director, CATS Accountants
"Dashboard Insights provided our firm the clarity we needed on our team KPI's, our WIP management and the data integrity of our data base. Response time from the Dashboard Insights team has been great, particularly in the early days when this software first brought to our attention issues to be addressed."
Peter O'Rielley
Director, McAdam Siemon
"This is a must have addition to firms using XPM, but desire more visual reports and meaningful outputs across staff productivity, client group profitability, tax lodgement stats, WIP production targets, etc. Dashboard Insights have a great team that are very responsive on queries and feedback. Highly recommended!"
Barry Tang
Managing Principal, Count North Sydney
"It transformed our firm by boosting productivity, clarifying goals, and providing real-time visibility."
Emily Peers
Practice Manager, Yield Advisory