Help Your Clients See the Bigger Picture with Advisory Dashboards

Connect your clients’ Xero files to give them a comprehensive view of their financial data. Run scenario-based planning, compare KPIs, and streamline meeting preparation—all from one place.

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Our Solutions

Why Choose Advisory Dashboards?

Provide Clients with a Holistic Financial View

Consolidate all your clients’ financial data in one place. Help them see the full picture, from cash flow to profitability, and make informed decisions.

Save Time on Reporting and Preparation

No more manual exports or complicated spreadsheets. Connect your clients’ Xero files directly to the dashboards and get all the information you need.

Deliver More Valuable Advice

Use detailed insights and scenario planning to give your clients actionable recommendations that drive their business forward.

Advisory Dashboards Base Pricing Package

Advisory Dashboards Pricing
Transparent base pricing package that scales with your team.
# of Platforms Monthly Cost per Platform
1 to 10 $25
11 to 25 $20
26 to 75 $15
75+ Quoted - Get in touch with our sales team
Costs are for DI’s Advisory & Elimination ‘Core’ product and are in AUD and exclusive of GST. We follow a ‘Scope, Quote then Do’ process for tailoring to business’ specific needs.

Ready to Grow Your Practice and Help Your Clients Succeed?