Built for founder-led businesses & lean finance teams

Your data exists.
You just can't see it yet.

We solve your data problems by building bespoke dashboards, tailored to your business and not a generic template, giving management full visibility without spreadsheets or manual effort.

< 30 min

Weekly reporting

Was 3–8 hrs

Dispute resolution

Faster

25%

Client churn

Reduction

Systems we connect →
XeroCin7ClioQuickBooksGoogle AnalyticsMeta AdsHubSpotShopifyExcel / CSVMonday.comXeroCin7ClioQuickBooksGoogle AnalyticsMeta AdsHubSpotShopifyExcel / CSVMonday.com

Sound familiar?

Your systems are disconnected.
Your team is flying blind.

Most growing businesses have the data. They just can't see it in one place, so decisions get made on gut feel, outdated spreadsheets, or nothing at all.

Hours every week manually reconciling data across spreadsheets

Management making decisions without a complete picture

Your finance team drowning in reports instead of insights

That's what we fix.

What we do

Three services.
One outcome.

01

Financial operating system

We turn raw business data into dashboards and reporting that make performance easy to understand, without anyone building a spreadsheet.

✓ Clear visibility and faster decisions
  • Finance dashboards
  • KPI tracking
  • Management reporting
  • Board packs

Total Revenue

£10.57M

+0.6%

Gross Margin

60.8%

+0.3pp

Staff Utilisation

78.3%

+2pp
Source systems
Xero (invoices, payments)
Cin7 (stock, orders)
Manual exports / spreadsheets
Automated pipeline runs nightly
✓ Reconciliation complete · 0 errors · 3 sec
02

Process automation

We automate the reporting and workflows your team runs manually, so they spend time on decisions, not on data wrangling.

✓ Less manual work, fewer errors
  • Automated reports
  • Invoice reconciliations
  • Recurring data pulls
  • Alert triggers
03

Data centralisation

We connect your systems and centralise data into a structured reporting layer, so every report draws from the same reliable source.

✓ Reliable data and better insight
  • Accounting + inventory + spreadsheets
  • Single source of truth
  • Consistent cross-team reporting
  • Full data documentation

Unified data model

Xero
Cin7
Excel
Clio
Centralised to Postgres
Dashboards
Reports
Alerts

How it works

Three steps. Minimal effort
from your team.

We handle the technical complexity. You get clean data, clear reporting, and better decisions.

01

Connect

We integrate your systems via APIs and structured exports, pulling from wherever your data lives.

API integrationsScheduled exportsManual uploads
02

Centralise

All data lands in a central database, cleaned, modelled, and validated so every report draws from one consistent source.

Central databaseData modellingTransformation layer
03

Operate

We build the reporting layer: live dashboards, KPI views, alerts, and management packs. Always connected. Always current.

Live dashboardsAutomated reportsKPI tracking

Our engagement process

1

Discovery call

Free 30-minute call to understand your setup and what good looks like.

2

Scoped proposal

Clear deliverables, timeline, and fixed fee. No surprises.

3

Build and deliver

We do the technical work. You stay involved at key points.

4

Handover & support

Full documentation. Optional ongoing support available.

Real results

What our clients achieve

< 0 min

Weekly reporting

Was 3–8 hrs

0.0%

Match error rate

Was 6%

0%

Client churn reduced

Marketing clients

0 min

Management packs

Was 4 hrs

Case studies

The systems we build

Based on real engagements. Client names anonymised.

Case StudyCommercial ElectricalData & Operational Layer

Financial, stock, and operations, unified into one layer

A commercial electrical contractor running invoicing in Xero, stock in Cin7, and all job tracking manually in Excel, with no central view of job profitability, crew load, or delivery risk. We centralised all three into a Postgres data model and built a live operational layer on top.

Built using: Xero API · Cin7 API · Postgres (Supabase) · Structured SQL views

Key results

< 30 min

Weekly reporting time

Was ~5 hours manual

100%

Job margin visibility

Previously unavailable

Live

Crew & labour tracking

Was weekly manual timesheet

1

Source of truth

Was 3+ disconnected systems

Case StudyLegal ServicesWIP & Financial Layer

WIP, billing, and matter profitability, unified into one partner view

A mid-sized UK law firm running matters in Clio, invoicing in Xero, and WIP reconciliation manually in Excel, with no view of matter margin or billing delays. We centralised all three and built a partner-facing insight layer covering WIP, realisation rates, and billing performance.

Built using: Clio API · Xero API · Postgres (Supabase) · Structured SQL views

Read full case study

Key results

< 30 min

Weekly reporting time

Was ~4 hours manual

100%

Matter margin visibility

Previously unavailable

Live

WIP & billing tracking

Was weekly manual reconcile

1

Source of truth

Was 3+ disconnected systems

Logistics SME

Road Freight · 45 staff

Process Automation

Automated invoice & delivery reconciliation

The finance team spent 3 hours daily matching purchase orders, delivery notes, and supplier invoices across three systems. We built an automated reconciliation pipeline that did it in seconds.

  • 3 hrs/day manual matching eliminated
  • Error rate: 6% → 0.3%
  • Supplier disputes resolved 4× faster

Digital Marketing Agency

Marketing · 12 staff

Reporting Builds

White-label client reporting portals

The agency was manually pulling from Google Ads, Meta, and GA4 then formatting in slides for 20+ clients. We replaced the whole process with branded live dashboards each client could access anytime.

  • 20+ client portals live
  • Reporting time: 8 hrs/week → automated
  • Client churn down 25%

Professional Services Firm

Consultancy · 28 staff

Data Centralisation

Centralised project margin & utilisation reporting

Billable hours, project costs, and client revenues lived in three different systems with no joined view. Management couldn't see project margin or utilisation without a manual weekly pull.

  • Project margin visible in real time
  • Utilisation tracked automatically
  • Weekly management pack: 4 hrs → 20 min

What we connect

Any system you use,
we can wire it up

We build direct API integrations across your tech stack: accounting, inventory, CRM, marketing, and more.

💚Xero
🟦QuickBooks
📦Cin7
🛍️Shopify
📊Google Analytics
🎯Google Ads
📘Meta Ads
🧡HubSpot
⚖️Clio
📋Monday.com
💬Slack
📄Excel / CSV

Don't see your system? We've likely built it. Get in touch.

Engagement model

Scoped, fixed-fee.
No surprises.

Every engagement is fully scoped before we start. You know exactly what you're getting and what it costs.

Data Foundations

Connect your core systems and build a clean, structured data layer.

Typical timeline:4–6 weeks
  • Unified data model
  • Data dictionary
  • Validated pipelines
  • Documentation
Book a scoping call
Most popular

Operating System

Full financial and operational layer with live dashboards and automated reporting.

Typical timeline:6–10 weeks
  • Everything in Foundations
  • Executive dashboards
  • Automated reporting
  • KPI tracking
  • Management packs
Book a scoping call

Enterprise Integration

Multi-system integration with custom logic, complex data models, and ongoing support.

Typical timeline:Bespoke scoping
  • Multi-source integrations
  • Custom business logic
  • Bespoke data model
  • Ongoing support
Book a scoping call

No prices shown. Every engagement is scoped individually. Proposal within 3 working days of your discovery call.

About us

Accountants who
learned to build.
Data engineers
who understand finance.

We got frustrated with the tools available to SMEs. The enterprise products were too complex, the off-the-shelf dashboards were too generic, and consultants kept producing slide decks without building anything.

So we built better ones. Quantyx Advisory is a specialist data consultancy for founder-led businesses and lean finance teams. We deliver real infrastructure, not recommendations.

📊

Accounting background

We understand P&Ls, management accounts, and what a finance team actually needs, not just how to build dashboards.

🔍

Ex-audit & data analytics

We've worked in audit and data roles. We know how to interrogate data and spot where things don't add up.

🏗

We build, not just advise

We don't produce slide decks. We build the actual pipelines, databases, and dashboards — and hand them over working.

🤝

SME-focused

We work with businesses without a data team. Our engagements are scoped, priced, and communicated in plain English.

What we're not

A large agency with account managers and project overhead
A SaaS product trying to fit your data into our template
Consultants who produce recommendations and then leave

Get in touch

Let's talk about
your reporting.

Book a free 30-minute call. We'll ask about your current setup, understand what's not working, and tell you honestly whether we can help, and how.

No commitment required
Plain-English conversation, no jargon
Clear proposal within 3 working days
Responds within 1 working day
Book a Discovery Call — 30 min

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