Six Excel workbooks.
A boardroom dashboard in eight seconds.

The monthly numbers were always a week late — and a day of somebody's life.

Like most mid-size firms, this one ran its finance reporting from Excel. Billing data sat across several workbooks, each formatted slightly differently. Producing a view of revenue, cost and margin by client meant someone copying, cleaning and pivoting by hand — and the leadership team still couldn't easily ask a follow-up question.

Upload the files. Let Xpert IQ do the rest.

In a live session with the CFO, six Excel workbooks covering more than 2,800 invoice rows were uploaded to Xpert IQ as they were — no templates, no re-formatting.

Xpert IQ detected the structure of each file, normalised and combined the data, and built a dashboard of revenue, cost, gross profit and margin by client, segment and period — with anomalies flagged automatically and a plain-English assistant ready to answer questions.

A financial narrative in eight seconds. No ERP. No analyst.

From upload to a boardroom-ready financial narrative, complete with anomaly flags, took eight seconds. The questions that used to need another round of pivot tables — which clients drive margin, where costs jumped, how this year compares to last — were answered on screen, in the meeting.