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.
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 — no lock-in.
If you can describe the report you wish you had, we can build it.
Energy and carbon, 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.
Energy use and emissions structured the way the Companies Act 2006 requires for your annual Directors' Report.
Consumption data laid out audit-ready ahead of your four-yearly assessment, including Phase 4 from December 2027.
Built around the ISSB-aligned climate metrics the UK is expected to adopt, so your data is ready when UK SRS disclosure arrives.
Emissions calculated with the UK Government (DESNZ/DEFRA) greenhouse-gas factors, on the GHG Protocol scope 1 & 2 basis.
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.
Client due-diligence and KYC refreshes flagged per client under the Money Laundering Regulations 2017, so supervision never lapses.
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. No lock-in — we hand it back or securely delete it whenever you ask.
Designed and delivered by a FEMA Fellow and ISO 50001 Lead Auditor with 20+ years in legislative 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 our own FEMA and ISO 50001 background. 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.