Start from the decision
The work starts with the decision you keep making late. From there we find the metric, the source, and the smallest dashboard that answers it.
About
Enterprise BI discipline, scoped for small firms.
5Cypress builds the decision-support layer: dashboards, forecasting, and reporting for small businesses with real data sitting idle and no analyst to turn it into decisions. Founded by James Smart, a senior data analyst with years of experience across the telecom and government sectors. Accounting and finance is a specialty, not the boundary.
The Name
Built from the New Orleans idea of roots, resilience, and useful shade.
The Cypress part comes from growing up around the New Orleans area, where cypress trees are part of the landscape. They are steady, distinct, and built for difficult ground. That is the brand direction: grounded, useful, and not dressed up to look like every other AI company.
The 5 is a nod to keeping the work focused: a handful of high-value dashboards and reports, built well and kept current, instead of a sprawling data project nobody trusts.
5Cypress Management dashboards for owner-led businesses
What we build
Five ways to turn idle data into decisions.
01 Firm KPI dashboards
02 Business intelligence
03 Cashflow forecasting
04 Monthly reporting
05 Spreadsheet automation
Build models you can own
Every dashboard ships with defined metric logic, documentation, and handoff notes. Never a black box you cannot question.
Model what deserves it
Some questions need a live dashboard. Some need a cleaner spreadsheet or one number on a schedule. The job is to tell the difference.
Keep humans in control
When AI is involved it runs on aggregated data behind a human-review gate, so you always see how each number is built.
Specialty
Accounting and finance is the specialty for a reason.
QuickBooks actuals, realization, WIP, AR aging, and cashflow are dense, high-stakes numbers, which makes them a strong proving ground. But the point holds across sectors: a modeled source of truth, defined metrics, and dashboards your team can actually trust.
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