The number you need is a month old
BeforeRealization and WIP are unknown until the billing run closes — three weeks too late to act.
AfterThe metric is live from source data, so the week-2 decision gets made in week 2.
Fractional data analyst · accounting & small business
You have the data. You're deciding blind.
5 Cypress turns the QuickBooks, CRM, and operational data already sitting in your business into live dashboards and forecasts you can trust — so the decisions that used to wait for month-end get made while they still matter.
Read-only data access One source of truth Refreshed on schedule Every metric documented
Built by Jim Smart — a senior data analyst with years of experience across the telecom and government sectors.
The same reporting discipline enterprises pay for, scoped for small firms.
Tableau Power BI Alteryx
Where the decisions slip
The data already exists. It is just never in front of you in time.
The report used to take Friday afternoon
BeforeRebuilt from exports and pivot tables, one spreadsheet at a time.
AfterNumbers refresh from source systems; exceptions are flagged and ready for review.
Everyone is working from a different spreadsheet
BeforeEach partner has their own copy of the numbers, and none of them agree.
AfterOne modeled source of truth — a single URL every partner reads, always current.
What we build
Five ways to turn idle data into decisions.
Most small businesses do not need a data team. They need one dashboard or forecast built well enough that leadership trusts it and uses it. These five are where that first win usually lives.
01 / Dashboard
Practice KPI dashboard
Realization, WIP, AR aging, and billing pulled live from QBO and your practice system into one panel every partner can read — no month-end wait.
02 / BI
Business intelligence dashboard
A proper data model with automated refresh and role-based views, built the way an enterprise BI team would — scoped and priced for a small business.
03 / Forecast
Cashflow forecasting
A rolling 13-week forecast per client, refreshed from live actuals and aging, with early alerts before a balance trends negative — not a stale spreadsheet.
04 / Reporting
Monthly reporting package
The recurring P&L trend, margins, and variances generated and delivered after each close. You review the numbers instead of rebuilding them.
05 / Automate
Spreadsheet automation
The half-day recurring spreadsheet — commission runs, KPI rollups, reconciliations — rebuilt as a one-click or scheduled job, documented and handed off.
Pricing
One build fee to start. A low monthly plan to keep it current.
A dashboard is built once, then refreshed automatically on a schedule you set — weekly or monthly for almost everyone. You pay a one-time fee to stand it up, then a monthly plan to keep it live and turn it into a decision. No daily babysitting — not by you, not by us.
Starter
$99/mo
Prebuilt template · self-serve
Just want a dashboard, no custom build.
- A ready-made KPI template
- Connect your QuickBooks, Xero, or Stripe
- Automatic monthly refresh
- No build fee — start this week
Essentials
$350/mo
One custom dashboard
Built around your numbers, kept current for you.
- One dashboard modeled to your business
- Automatic weekly or monthly refresh
- Metric changes on request
- Email support
Growth
$900/mo
Dashboard suite + insight review
Your analyst seat, without the headcount.
- Everything in Essentials
- A small suite of dashboards
- A monthly insight review call
- Priority changes and new metrics
Partner
$2,000/mo
Fractional analyst on call
For teams that run on their numbers daily.
- Everything in Growth
- Standing analyst hours each month
- New builds as you need them
- Faster refresh where it earns its keep
Custom plans start with a one-time build — founding rate $1,500, normally $2,500–$4,500. The Starter template has no build fee.
Scope with restraint
Premium work is not bigger. It is clearer.
10-14
Business days to a first live dashboard
A KPI board, reporting pack, or forecast
3-4
Weeks for a full BI model or forecast engine
When the data model and QA are the work
0
New logins your team has to learn
Read-only connections to the tools you already use
1
Documented definition per metric
So every number can be traced to its source
Specialized, not boxed in
Accounting proves the depth. The analysis travels.
Dense financial data makes a strong proving ground: QuickBooks actuals, AR aging, WIP, and cashflow. But the same problem — real data no one has time to model and report — shows up in any serious B2B operation.
Accounting and finance
Realization, WIP, AR aging, cashflow forecasting, close reporting, and per-partner KPI dashboards.
Service businesses
Pipeline, win rate, revenue pacing, utilization, and operations dashboards leadership can actually trust.
Medical and professional offices
Referral sources, appointment throughput, payer mix, and the practice KPIs that usually live in nobody's report.
Custom analytics builds
The metric buried across three systems that nobody has time to model, and too expensive to rebuild by hand each month.
How trust is built
Good analytics should feel verifiable, not magic.
The dashboards you can trust are boring in the right places: read-only data access, defined metric logic, a visible source for every number, and documentation. That is how 5 Cypress keeps analysis dependable instead of another spreadsheet nobody believes.
Scope before build
You get a metric list, data sources, a model sketch, and refresh cadence before the build starts.
Modeled, not glued
Numbers come from a real data model with defined logic — not a pile of linked spreadsheets that break.
Read-only by default
We connect through narrowly-scoped, read-only API access — never broader than the dashboard needs.
Every metric documented
Each dashboard ships with a plain-English note on how each number is defined and where it comes from.
If AI is ever involved, here is the path it takes
01 Source data Read-only from QBO, CRM
02 Aggregate Rolled up, identifiers stripped
03 Human review Gate before anything ships
04 Delivery Into your dashboard
See it live
This is the product. Watch it build itself.
The dashboards are the deliverable — not slide mockups. Below is a live Practice Command Center on clearly-labeled synthetic data; every board is hosted live with no signup, no gate, no sales call first. Open one and poke at the numbers.
5cypress.com/demo · Practice Command Center LIVE
Realization 87% +2.1%
Collected MTD $318K +6%
WIP balance $142K -$18K
AR under 30d 68% +5%
Collections trend rolling 12 mo · $K
Monthly billings
AR aging
Current30d60d90d+
AI insight
Human-reviewed
Cashflow Live demo · synthetic data
13-Week Cashflow Forecast
Actuals, then a projection with a variance band, tracked against the reserve floor a tight week nearly breaches.
Current cash $52K
13-wk low $29K
A/R Live demo
A/R Collections Command Center
Who owes what, how overdue, and which accounts to chase first.
Open Reporting Live demo
Monthly Reporting Package
The recurring P&L trend, margins, and variances in one snapshot.
Open Doc intake Live demo
Document Intake Ops
Files classified, renamed, and routed — with the exceptions flagged for a human.
Open Growth Live demo
B2B Growth Command Center
Pipeline, win rate, and revenue pacing for a services firm.
Open CPA practice Live demo
Practice KPI Dashboard
The accounting deep-dive: partner productivity, unbilled work, and collections for a 4-partner CPA firm.
OpenBuyer questions
What people usually ask before they trust a new analyst
5 Cypress is a new practice built on years of senior data analyst and BI work across the telecom and government sectors — Tableau, Power BI, and Alteryx at enterprise scale. You will not find borrowed logos or invented testimonials here. Proof is live instead: an interactive demo dashboard you can open right now, public build walkthroughs, and founding-client pricing for the first five firms. You see exactly what you would get before you spend a dollar.
No. Accounting and finance are a strong specialty because those teams live on realization, WIP, AR aging, and cashflow — dense, high-stakes numbers. The same analysis and dashboards apply to service businesses, medical offices, agencies, and other small B2B companies with data sitting idle.
Not by default. The dashboards connect read-only to your data with zero AI in the path — no model ever sees a client record. An optional AI insight layer can be added later, but only on aggregated, identifier-stripped rollups and always behind a human-review step. You can run the dashboards with no AI exposure at all if that is your comfort level.
Neither, on purpose. We do not touch tax, reconciliation, or compliance. We take numbers that are already correct — from your bookkeeper or CAS provider — plus your operational data, and build the decision-support layer on top: dashboards, forecasting, and KPI reporting. We complement your accountant, not replace them.
A first dashboard often goes live in 10–14 business days. More involved builds — full BI models or a forecasting engine — usually take 3–4 weeks, because the data model, definitions, and QA are where the trust is won.
You get documentation and a handoff. Most clients keep a monthly retainer so the dashboards stay current, refresh on schedule, and get a recurring insight review — the ongoing analyst seat, without the headcount.
Founding five
First 5 firms: a flagship dashboard build at $1,500 flat.
Flagship builds normally run $2,500–$4,500. Founding clients get one at $1,500 flat — in exchange for letting us publish a build walkthrough of the work (your numbers anonymized, your review before anything goes public).
Why so cheap? We're new, and we'd rather trade margin for public proof than invent testimonials. You get enterprise-grade work at a founding rate; we get a real case study.
Founding rate — limited availability
Start narrow
Bring the number you can never see in time.
In one fit call, we can usually tell whether the answer is a dashboard, a forecast, a cleaner data model, or nothing worth building yet.
Prefer email? nick@5cypress.com