Fintech Dashboard

LedgerIQ Financial Reporting Dashboard

Demo Data

Consolidated cash flow, invoices, expenses and forecasting into a decision-ready financial dashboard. We designed drill-down charts, alerts and responsive reporting views.

LedgerIQ fintech dashboard showing cash flow, expenses, invoices and financial reports.

What we did

Consolidated cash flow, invoices, expenses and forecasting into a decision-ready financial dashboard. We designed drill-down charts, alerts and responsive reporting views.

The project

Finance controller Sophie Grant wanted decision-ready information without exporting five separate reports. We created a responsive financial overview with drill-down charts and invoice alerts. The fictional implementation reduced month-end preparation by 29%, cut overdue invoices by 22%, and gave managers a forecast view accurate to within 6%.

Results

Concept controller Sophie Grant wanted to eliminate five manual reports. The proposed platform reduced month-end preparation by 29% and overdue invoices by 22%.