Scope before build
You get a metric list, data sources, a model sketch, and refresh cadence before the build starts.
Management dashboards · owner-led businesses
5Cypress builds management dashboards for owner-led businesses with financial and operational data scattered across QuickBooks, CRMs, and spreadsheets. Every Monday you'll know whether revenue is on pace, invoices are slipping, and margins are holding, without asking someone to rebuild a report.
Built by James 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.
What we build
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
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
A proper data model with automated refresh and role-based views, built the way an enterprise BI team would, but scoped and priced for a small business.
03 / Forecast
A rolling 13-week forecast per client, refreshed from live actuals and aging. Early alerts fire before a balance trends negative, so it beats a stale spreadsheet.
04 / Reporting
The recurring P&L trend, margins, and variances generated and delivered after each close. You review the numbers instead of rebuilding them.
05 / Automate
The half-day recurring spreadsheet (commission runs, KPI rollups, reconciliations) rebuilt as a one-click or scheduled job, documented and handed off.
How trust is built
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 5Cypress keeps analysis dependable instead of another spreadsheet nobody believes.
You get a metric list, data sources, a model sketch, and refresh cadence before the build starts.
Numbers come from a real data model with defined logic, not a pile of linked spreadsheets that break.
We connect through narrowly scoped, read-only API access. Never broader than the dashboard needs.
Each dashboard ships with a plain-English note on how each number is defined and where it comes from.
AI is not required. When used for optional narrative insights, it only processes aggregated, identifier-minimized data behind human review. See how it works →
See it live
The dashboards are the deliverable, not slide mockups. Below is a live Firm Command Center on clearly-labeled synthetic data, plus a gallery spanning accounting, medical offices, outbound sales, and construction PMO. Same modeling discipline, different industries every time. Every board is hosted live: no signup, no gate, no sales call first. Open one and poke at the numbers.
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
Human-reviewed
Actuals, then a projection with a variance band, tracked against the reserve floor a tight week nearly breaches.
The accounting deep-dive: partner productivity, unbilled work, and collections for a 4-partner CPA firm.
OpenWho owes what, how overdue, and which accounts to chase first.
OpenRevenue vs. expenses, service-line mix, and top cost drivers for a medical or professional office.
OpenReply-rate trend, lead-source mix, and revenue attributed back to the exact campaign that closed it.
OpenSchedule variance, safety leading indicators, and punch-list backlog across a construction portfolio.
OpenBuyer questions
5Cypress is new. The work behind it is not: years of senior data analyst and BI experience across telecom and government, running Tableau, Power BI, and Alteryx at enterprise scale. No borrowed logos, no invented testimonials. Just an interactive demo you can open right now and public build walkthroughs, so you see what you would get before you spend a dollar.
No. Accounting and finance became the specialty because those teams live on dense, high-stakes numbers: realization, WIP, AR aging, cashflow. The same modeling applies anywhere data sits idle, including service businesses, medical offices, and small agencies.
Not by default. The dashboards connect read-only to your data with zero AI in the path; no model ever sees a client record. You can add an optional AI insight layer later, but it only ever touches aggregated, identifier-stripped rollups, always behind a human-review step. If zero AI exposure is your comfort level, that is exactly how you can run it.
Neither, on purpose. We do not touch tax, reconciliation, or compliance. Take the numbers your bookkeeper or CAS provider already got right, add your operational data, and build the decision-support layer on top of both: dashboards, forecasting, KPI reporting. We complement your accountant. We do not replace them.
A first dashboard often goes live in 10 to 14 business days. Full BI models or a forecasting engine take longer, usually 3 to 4 weeks, because that is where the real work is: the data model, the definitions, the QA that earns the trust.
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. Think of it as the ongoing analyst seat, minus the headcount.
Dashboard Mapping Call
In a 20-minute Dashboard Mapping Call, we will identify:
Prefer email? info@5cypress.com