Monthly accounts that drive decisions.
Everything in Control the Chaos, plus monthly management accounts delivered by the 15th, visual reporting, KPIs, and advisory access. The most popular MBS tier — for owner-managed businesses ready to move from compliance to clarity.
Free 15-minute call with Jason, our Head of Growth.
Not a report for your filing cabinet. A tool for your month.
Most management accounts arrive late, run to dozens of pages, and get ignored. They tell you what happened — they don't help you decide what to do about it. That's a design problem, not a reporting problem.
Financial Insight accounts are delivered by the 15th of every month. Visual. Comparable. Sales vs profit. Cash position. Score vs last month and last year. You can read it in ten minutes and act on it the same day.
Add advisory access — phone and email — and an annual review, and your numbers stop being something that happens to you once a year. They become the tool you use every month to run the business better.
Everything in Control the Chaos. Plus the layer that matters.
AI-powered, human-reviewed. Reconciled and up to date. Real-time data available in Xero whenever you need it.
Built for your business model — not a generic template. The right structure so the data flowing in is actually useful.
VAT, payroll, statutory accounts, tax filings. All done on time. No chasing. HMRC handled so you don't have to think about it.
Delivered by the 15th of every month, without asking. Sales vs profit. Gross and net margin. Costs. Comparable to last month and last year in a format you can read in ten minutes.
Not pages of tables — a clear visual picture of where the business stands. The KPIs that matter for your model. A score you can act on rather than file away.
Phone and email access to the team for questions that don't wait — pricing decisions, hiring questions, cost queries. Plus an annual financial review meeting to look at the bigger picture and plan ahead.
When the numbers work for you, decisions change.
Before: Waiting until year-end to know how the business actually performed
AfterKnowing every month, by the 15th, where profit is, where it went, and what moved
Before: Making pricing and hiring decisions on instinct because the data isn't readable
AfterDecisions backed by a clear picture of margin, cost, and cash — every month
Before: Emailing your accountant and waiting days for a number you needed yesterday
AfterPhone and email advisory access when you need it — questions answered, numbers explained
Clarity becomes habit. This is where it starts.
Clean books, Xero done properly, compliance handled. The foundation Financial Insight is built on top of.
Monthly management accounts, visual reporting, KPIs and advisory access. Where clarity becomes a monthly habit — and decisions start being made with data, not gut feel.
Quarterly strategic planning, accountability sessions, performance dashboards. Bolt-on to Financial Insight for businesses ready to scale with intention.
Build a business that's valuable and transferable. Exit value built years in advance through consistent, clear decisions.
Find out what your numbers are already saying
Start with a free 15-minute Profit Discovery Call with Jason. We'll confirm Financial Insight is the right tier — and get you moving from compliance to clarity.