We’ve delivered custom reporting for firms on bespoke systems and tools outside our standard integrations.
Built for accountants, by accountants
Data & AI Solutions for Accounting Firms
Dashboard Insights provides dashboards & AI-powered solutions to streamline operations, enhance client service, and increase profit
Award-winning and Trusted
Smarter Solutions for Every Part of Your Firm
Dashboard Insights provides data & AI solutions for accounting firms 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
Future Advisory
Why Choose Us
Get the Right Information to the Right People at the Right Time
Powering Practice Management, Compliance, and Advisory with data and AI automations that’s clear, timely, and built for action.
Recognised by Xero: AU Practice App of the Year FY24
"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
Ready to Make Smarter, Faster Decisions?
Harness data and AI-powered solutions to streamline workflows, simplify compliance, and deliver smarter client advisory – empowering your firm to thrive with clarity and confidence.