Custom financial dashboards that pull live data from QuickBooks, Xero, NetSuite, and Sage — normalize chart of accounts across entities, consolidate multi-currency financials, and present real-time P&L, variance analysis, and KPI scorecards. Built by engineers, validated by a Chartered Accountant.
Your finance team stops assembling reports and starts analyzing them. Every day, not just at month-end.
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Here is what the first five to seven days of every month look like in most mid-market finance departments:
Data from every system
Export data from QuickBooks for entities 1 and 2, from Xero for the UK subsidiary, pull revenue from eCommerce, download payroll data from a separate system.
Because structures keep changing
Open last month’s consolidation spreadsheet, re-map accounts because entity 3 changed its chart of accounts, and convert GBP and EUR to USD using rates from… somewhere.
Manual copy-paste operations
Paste everything together and start reconciling. Your most expensive, most skilled finance people spend their time on copy-paste operations that a well-built system should handle automatically.
Reports are outdated on arrival
By the time the consolidated P&L is ready, the board meeting is tomorrow. Someone re-keys a number wrong and nobody catches it until the auditor does.
Power BI, Tableau, and Looker are powerful visualization platforms. They are not accounting systems. And that gap creates problems that surface in production, not in demos.
A generic BI dashboard does not know the difference between accrual and cash basis. It cannot handle intercompany elimination entries. It does not understand that “Accounts Receivable” in your QuickBooks instance maps to “Trade Debtors” in your Xero subsidiary — and that both need to roll up into one line on your consolidated balance sheet. It treats every data point as a number, not as a debit or credit with accounting implications.
The result: your finance team builds the dashboard, realizes the numbers do not tie to the general ledger, and spends another week debugging formulas. Or worse — they present numbers to the board that do not reconcile, and someone notices during the meeting.
When your consolidated financials are two weeks old by the time they reach the leadership team, every decision made during that window is based on stale data. Cash flow projections rely on last month’s actuals. Margin analysis misses the pricing change that took effect three weeks ago. The variance that should have triggered an investigation sits unnoticed until the quarterly review.
The companies that automate reporting now build a compounding advantage: faster decisions, earlier anomaly detection, and finance teams that spend their time on strategy instead of spreadsheets.
See Every Entity’s P&L, Balance Sheet, and Cash Flow — Right Now
Satva builds dashboards that connect directly to your accounting platforms via API. Not via CSV export. Not via a manual refresh button. Live data, pulled from each entity’s general ledger, normalized across different charts of accounts, and consolidated automatically.
Your multi-entity P&L updates as transactions post. Currency conversions use rates from a source you define — your bank, OANDA, or the platform’s built-in rates. Intercompany eliminations follow the rules your Chartered Accountant specified, not a generic template.
Catch the Problem on Day 1, Not Day 15
Manual variance analysis means someone reviews numbers after the close, compares them to budget or prior period, and investigates anything that looks off. That investigation happens weeks after the anomaly occurred.
Satva’s dashboards run continuous variance analysis against your budget, forecast, and prior-period data. When revenue for Entity 2 drops 12% below forecast on day 8 of the month, the system flags it immediately. The anomaly detection layer uses statistical models trained on your historical patterns to distinguish between normal fluctuation and genuine anomalies.
The Metrics Your Business Actually Runs On
Every finance team tracks different KPIs. A SaaS company cares about MRR, churn rate, and CAC payback period. A manufacturing company watches inventory turns, gross margin by product line, and days sales outstanding. A professional services firm tracks utilization rate, revenue per employee, and project margin.
Satva builds KPI scorecards around the numbers that drive your specific business decisions. Each KPI is calculated from your actual accounting data — not from a separate analytics layer. When the CFO asks “where does this number come from?”, the answer is a traceable calculation path from the KPI back to specific journal entries.
Your Existing Tools, Your Accounting Data, Done Right
Many organizations already have Power BI, Tableau, or Looker deployed. The problem is not the visualization tool. The problem is the data layer feeding it.
Satva builds the accounting-aware data pipeline that sits between your accounting platforms and your BI tool. We handle the hard part — chart of accounts normalization, multi-currency conversion, accrual adjustments, intercompany eliminations — and deliver clean, consolidated financial data to your existing BI environment. Your analysts keep using the tools they know. They just get data they can trust.
Satva has deep API expertise across every major accounting platform. “Deep” means we know the documented endpoints, the undocumented quirks, the rate limits, and the edge cases that only surface in production with real financial data.
QuickBooks Certified
Full API coverage including Reports, JournalEntry, and custom fields. SMB and mid-market primary GL, multi-entity via multiple QBO instances.
Web Connector and QBXML integration. Legacy desktop environments, manufacturing, construction.
Xero Certified Developer
Full API including manual journals, bank feeds, fixed assets. International subsidiaries, UK/AU/NZ entities, multi-currency.
Full ERP Integration
SuiteTalk SOAP and REST APIs, SuiteScript, saved searches. Mid-market and enterprise ERP, complex multi-subsidiary consolidation.
Full REST API
Full REST API including dimensions, statistical journals. Multi-entity mid-market, nonprofit, professional services.
Microsoft Dynamics
Full OData and AL extension API. Microsoft ecosystem companies, Dynamics 365 environments.
MYOB Certified
AccountRight Live API, full GL access. Australian and New Zealand entities.
Acumatica Certified
Full REST and Screen-Based APIs. Cloud ERP, construction, distribution, manufacturing.
Legacy & Modern
Sage Data Objects and SDK for UK/EU entities. FreshBooks full REST API for professional services, freelancer entities, and time-based billing.
Your accounting platforms are not on this list? We have built integrations with 50+ systems over 10 years. Talk to us about your specific stack.
How Satva’s financial dashboards transform finance operations
Case study placeholder: A mid-market company operating across multiple entities on different accounting platforms. Their finance team spent 8-10 days each month assembling consolidated financials manually. Satva built a real-time consolidated dashboard that eliminated manual report assembly, introduced anomaly detection, and reduced the effective close cycle.
Across [X] accounting platforms consolidated into one real-time dashboard
Eliminated from monthly reporting cycle
Anomalies detected automatically vs. manual review
Freed for analysis instead of data assembly
See also: Multi-Entity Financial Consolidation with Xero — a related case study covering multi-entity consolidation.
From scoping to live dashboards in 6-10 weeks
Scoping with a Chartered Accountant
We start by understanding what your finance team actually needs. Which entities? Which platforms? What is your chart of accounts structure? Do you report on accrual or cash basis (or both)? What KPIs does the board expect? Our Chartered Accountant joins the scoping call — someone who understands what “normalized EBITDA with add-backs” means.
Native API connections
We connect to each accounting platform via native API, build the chart of accounts mapping layer, configure multi-currency conversion rules, and implement your intercompany elimination logic. Every data transformation is documented and auditable. The pipeline is built to handle your data volume and refresh frequency.
Numbers must tie to the GL
Dashboards go live in a staging environment first. Your finance team validates every number against their current manual process. The consolidated P&L must tie to the trial balance. Every KPI must trace back to underlying journal entries. Once validated, we deploy to production and run parallel for one cycle.
Ongoing or handed over
API connections need monitoring. Accounting platforms update their APIs. Your chart of accounts evolves. New entities come online. We offer ongoing maintenance and monitoring — or we train your team to manage it. You own the entire solution either way.
Financial Reporting Should Be a Strategic AdvantageNot a Monthly Fire Drill
Talk to us about your reporting requirements — we will show you what a custom dashboard looks like for your specific accounting stack.
Close cycle optimization, consolidated financial visibility, and the full suite of CFO-focused capabilities.
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How AI-driven reconciliation reduces errors and accelerates close.
Real-world multi-entity consolidation with Xero.