Hiring, pricing, investing — all of it is harder and riskier without accurate, up-to-date numbers. Most SME owners wait months for their accountant to tell them how the year went.
Book a Free 30-Minute Scoping Call →Does This Sound Familiar?
Most business owners know their business is profitable. Very few can say, in the middle of any given month, exactly how profitable — or why. If this sounds familiar, the data exists. It just needs connecting to the right reporting layer.
Year-end accounts arrive 6–9 months after the period ends and are used for tax, not decisions. By the time you know how last year went, you are already halfway through this one.
Without a real-time view of margin by service line, it is impossible to know whether growth is profitable or whether a price increase is justified. The decisions get made anyway.
The bookkeeping is done. The data is in Xero. But nobody has connected it to a reporting layer, so the numbers sit there and nobody sees them until the accountant runs year end.
You know each entity is roughly doing okay. But the group picture — combined revenue, intercompany eliminations, group cash position — does not exist as a live document.
Financial decisions are made based on what is in the bank today, not a view of what is coming in and going out over the next 90 days. The bank balance is not a financial plan.
How Fintelwise Works
We do not sell software. We implement the right combination of tools inside your existing Xero or QuickBooks environment — and we make sure it actually works before we hand it over.
A paid Discovery Session where we map exactly what is broken, what needs changing, and what it will cost. You get a written document — yours permanently, whether you proceed with us or not.
We select the right tools for your specific situation — not the most expensive, not the most complex. A fixed-price proposal with no surprises and a clear delivery timeline.
We build and configure everything inside your Xero or QuickBooks environment, train your team, and hand over a system that runs properly. Then we step back.
Real Result
A client with multiple companies across the UK and US had inconsistent charts of accounts and no consolidated view of group performance. We standardised the chart of accounts across all entities, connected everything to Fathom, and configured intercompany eliminations. Accurate, automated group consolidated statements now produce themselves every month.