Insights Dashboard
Real-time spending patterns and submission activity across every client, reflecting processed receipts automatically with nothing to export or build separately.
- No set up fees
- No credit card required
- Cancel anytime
Total costs
-£3,739.51
10 receipts
Total VAT
£417.75
reclaimable
Total sales
£0.00
none in period
Included receipts
The insights dashboard turns processed receipts into real-time spending patterns and submission activity, viewable across a single client or the whole practice. There is nothing to export or build separately, the data is already there.
Spending by category, always current
See where a client's spend concentrates without exporting to a spreadsheet first, the dashboard updates as receipts are processed rather than on a scheduled report cycle.
Selby Trade Supplies · quarter to date · £14,820 total
Always current - every approved receipt updates the breakdown.
Submission activity, not just spend
Alongside spending, the dashboard tracks who is submitting receipts and who has gone quiet, useful for spotting a client falling behind before it becomes a backlog at month end.
Rowan & Vale Accountants · last 3 months
Who is submitting, and who has gone quiet - visible before month end.
Real-time spending patterns and submission activity across every client.
Roll up across the whole practice
Insights are not locked to one client at a time, view patterns across every client on the account to spot trends that would not be visible looking client by client.
Receipts this month
1,284
▲ 12% vs Aug
Avg. review time
41s
▼ 8s vs Aug
Clients active
23 / 25
2 no activity
Receipts processed - practice-wide
Roll up every client into one practice view - no manual export.
No separate reporting step
Because insights are built directly from processed receipts, there is no periodic export or manual spreadsheet update required to keep the picture current.
Reports (2)
Total reports
2
Total receipts
20
Finalised
2
Drafts
0
Why spend visibility usually lags behind reality
Most spend visibility comes from a periodic export, built after the fact and already out of date by the time it is reviewed. Insights built from live processed receipts stay current without anyone maintaining a separate report.
No spreadsheet building
The dashboard reflects processed receipts automatically, removing a recurring manual export task.
No guessing which clients lag
Submission activity flags clients falling behind before it becomes a visible backlog.
No stale numbers
Because insights update with each processed receipt, the view is current rather than a snapshot from last week.
Practices moving from compliance to advisory conversations
Practices offering advisory services
Spend pattern visibility supports advisory conversations with clients without a separate reporting exercise beforehand.
Practice managers tracking client engagement
Submission activity gives a practical view of which clients need a nudge, without checking each account individually.
Partners reviewing practice-wide activity
A roll-up view across all clients supports a practice-level check-in without compiling data from separate sources.
