Real-time dashboards, cashflow forecasting and AI insight — all from your Xero or QuickBooks data. Included with every Balancing service tier.
What It Does
P&L, balance sheet and cashflow — updated daily from Xero or QuickBooks.
13-week rolling forecast. Spot shortfalls weeks before they happen.
Gross margin, debtor days, revenue per head — the numbers that actually matter.
Plain-English summaries of what's changed and what needs your attention.
Instant notifications when cashflow dips, invoices go overdue or KPIs shift.
Professional monthly packs generated automatically. Ready to share.
How It Works
No data entry. No exports. Reads your live data automatically.
Your KPIs, thresholds and reporting preferences set up as part of onboarding.
Log in any time, any device. Your dashboard, forecast and alerts — always live.
Every strategy call starts from the same live numbers. No surprises.
Debtor days have increased to 38 days. Chasing 3 overdue invoices could recover £12,400 before month-end.
Competitor Intelligence
Name your competitors. MyBalancingIQ researches them, overlays your Xero data, and gives you a prioritised action plan to outperform them.
Tell us your 4–5 main competitors.
Companies House, credit ratings, online presence, pricing signals.
Your live Xero numbers placed alongside theirs.
Ranked priorities to widen your competitive gap.
Illustrative example. Actual reports use your live data and real competitor intelligence.
Included With
Configured for your business, maintained by your team, live from day one.
Book a free discovery call and we'll show you exactly what MyBalancingIQ would look like for your business.
Book a Free Discovery Call →