Every build follows the same four stages — what changes is the data source and the questions you need answered.
AMR exports, invoice PDFs, operational spreadsheets, POS extracts — we work with the format you already produce.
Duplicate sites, credits against debits, legacy entries — sorted once, in a repeatable import routine.
Trends, exceptions, and costs surfaced on load — built to be opened, not exported and emailed.
Hosted, kept current, and supported — so it's open in someone's browser when the decision actually gets made.
These aren't product-specific features — they're the standard toolkit behind every dashboard we build, whatever your data looks like.
However many sites, sources, or systems you're tracking, one import keeps every figure current — no manual copying between spreadsheets.
Duplicates, exclusions, and edge cases handled automatically, so the numbers on screen are the numbers you can act on.
Notes, policies, or briefing documents can live alongside the data, searchable in the same place your team already looks.
Hosted and kept current by us as standard, or shipped as a self-contained, licensed file — your call.
Because every build runs on data we've already cleaned and reconciled, we can put an AI layer on top of it — one that reasons over your numbers, not a generic model's guesswork. Some of this is live in dashboards today; the rest rolls out across the *IQ family from launch.
"Which sites overspent last quarter?" "Which boilers are due in 30 days?" Ask in plain English and get the answer from your own data — no pivot tables, no formulas.
Spikes, outliers, missed baselines and exceptions surfaced automatically the moment the data lands — already built in across the suite.
A board summary, a variance commentary, a monthly narrative — drafted from your figures in seconds, for you to review and sign off, not sent blind.
The AI reasons over your figures to answer your questions — it is never used to train anyone else's model, and your data stays on UK-based infrastructure throughout.
AI features assist your judgement — they surface, draft and answer, but the decision stays with you. We structure and check the outputs against your data, but as with any AI, review anything you act on. Live features are in dashboards today; "rolling out" features arrive across the suite from the 6 July 2026 launch onward.
The same build that puts your data on screen in a browser can put it in your pocket. We build native iOS & Android companion apps for the *IQ suite — the real dashboard, not a cut-down mobile view, for logging jobs, running inspections or checking figures on site.
Built as a genuine wrap of the same product, so every screen and workflow you use on desktop is there on your phone too — nothing stripped back for mobile.
Offline-first — log a job, capture an inspection or scan an asset with no signal, and it syncs the moment you're back online.
Comes with your existing subscription and login — no separate purchase, no second account to manage.
InspectIQ and AssetIQ are live on the App Store today; TradeIQ, AssureIQ and SecureIQ are back with Apple for review. Android follows once device verification is complete.
InspectIQ and AssetIQ are live and downloadable today; the rest are with Apple for review as of July 2026 — ask on a discovery call if a mobile companion matters for your build, and we'll factor it into scope. See the full app-development pipeline →
Every *IQ build tracks the recurring and statutory dates its sector lives by, ranked by urgency — and when we host it, that watch never lapses. It's the part of the monthly fee that actually pays for itself: the cert, the return or the inspection that doesn't slip past its date.
CP12 / Landlord Gas Safety Records roll on twelve months automatically, so the next inspection is flagged long before the certificate lapses. TradeIQ
VAT, CT600, self-assessment, MTD updates, Companies House and AML refreshes — surfaced per client, ranked by urgency. FinanceIQ
LOLER, fire, legionella and RIDDOR timelines tracked on one compliance map, so nothing statutory drifts out of date. AssureIQ
Waste duty-of-care transfer-note renewals kept on a rolling calendar. WasteIQ
A dashboard you open is useful. A dashboard that taps you on the shoulder before a deadline is the one you keep.
No new systems to adopt and nothing to re-key. We take the exports you already generate and turn them into one live picture.
Operational spreadsheets, monthly extracts and manual logs — read in and reconciled.
Supplier invoices netted, credits against debits, legacy lines excluded.
Half-hourly and metered consumption from across your metering estate.
Sales, footfall, throughput — whatever drives the numbers you report on.
Direct feeds where they exist, so data flows in without a manual step.
An unusual format isn't a blocker — if it holds the data, we can work with it.
Every client reports on different things, in different ways, for different audiences. So we don't start from a template — we start from your questions, your data and the decisions you need to make.
Cost, consumption, carbon, intensity ratios, spend per site, per m² or per unit of output — whatever actually drives your business.
Group and drill down by site, region, business unit, fuel, contract or cost centre — however your organisation is really arranged.
Variance flagging, exception reports, baseline-vs-target tracking and automated reconciliation built in.
Calendar or financial year, monthly, quarterly or on demand — with executive summaries and PDF/Excel exports.
Custom tabs and layouts, white-labelled to your organisation, so it feels like your tool, not ours.
You own the data and the dashboard. Take a self-hosted licensed file whenever you like.
If you can describe the report you wish you had, we can build it.
Tax and accounting, or invoicing — we structure the underlying data to match the relevant UK frameworks from day one. A dashboard is only ever as compliant as the data behind it, so we treat this as a head start, not a guarantee.
VAT and MTD for Income Tax obligations surfaced per client, ahead of the ITSA roll-out phasing in from April 2026. Your HMRC-recognised software files the return; FinanceIQ makes sure the date never slips.
VAT, CT600 Corporation Tax and self-assessment dates — filing and payment kept distinct — ranked by urgency so nothing slips past the statutory date.
Confirmation statements and annual accounts surfaced on a rolling calendar against each entity's filing date.
The MLR 2017 client due-diligence and KYC register lives inside FinanceIQ, with refreshes flagged per client — one system alongside your deadlines, not a standalone AML subscription on top.
Below £90k, clean commercial invoices; once you register, every mandatory VAT-invoice field — VAT number, tax point, rate and totals — added automatically.
Unique, unbroken invoice numbers with no gaps — the ordered audit trail HMRC expects to see.
Structured records you can keep and re-export for as long as HMRC requires you to retain them.
Every dashboard handles data to the accuracy, access and complaints-process standards UK data protection law requires.
Your data is held on UK-based infrastructure, never moved offshore without your say-so.
We act only as your data processor — we hand it back or securely delete it whenever you ask.
Designed and delivered by an award-winning UK data analytics specialist with 20+ years in legislative and regulatory reporting.
Your data stays yours. We act as your data processor and use it under UK GDPR for one purpose only — to build and run your dashboard. We don't sell it, share it with third parties, or use it for anything else. It's held on UK-based infrastructure, and we'll hand it back or securely delete it whenever you ask.
These are the frameworks we design your data structure around, drawn from direct hands-on experience in regulatory and legislative reporting. We structure your data to match them but are not a legal, tax or compliance authority — always confirm your specific obligations with your auditor, accountant or legal adviser.
Book a free discovery call and we'll scope what a dashboard could surface from what you already have.