For bookkeepers, accountants & fractional CFOsFor finance firms
Management reports with charts and KPIs, built in minutes.
Your clients' books go in. A branded management report comes out: the metrics they care about, clear charts, and plain-English commentary in your voice. You review and send.
See It Work
The pack your clients wish they got every month.
A sample management report: three raw inputs, KPIs, charts, and commentary in the firm's own format.
Each numbered input is marked where it landed in the commentary. Select one to highlight it. Sample firm and data; hover a chart for values.
| Month | 2026 | 2025 |
|---|---|---|
| Apr | $168K | $152K |
| May | $171K | $158K |
| Jun | $180K | $161K |
| Jul | $169K | $149K |
| Aug | $176K | $155K |
| Sep | $184K | $164K |
| Month | Cash |
|---|---|
| Apr | $98K |
| May | $104K |
| Jun | $101K |
| Jul | $112K |
| Aug | $119K |
| Sep | $126K |
Revenue reached $184K, up 12% on September last year1 (from the Xero P&L), and 4% ahead of the September budget.2 (from the budget) The new catering contract added about $9K and drove most of the margin gain.3 (from your notes)
Metrics
Every metric your clients ask about, every month.
Pick the KPIs once per client. They're calculated, charted, and explained every month after.
Growth
Revenue against last year and budget, by month, line, or location, plus customer concentration.
Profitability
Gross margin, EBITDA, expense ratios, and break-even, with the reasons behind the moves.
Cash
Cash balance, burn, and runway, charted so the owner sees the trend, not just the number.
Working capital
Days to collect and to pay, plus AR and AP aging, with the accounts worth a follow-up.
Budget vs actual
Variance by line, with commentary on the few that actually matter.
Industry KPIs
Labour cost for restaurants, utilization for agencies, or whatever your clients run on.
Why Automate It
Clients want more than a P&L. Now every one of them can get it.
Charts, KPIs, and commentary are what turn bookkeeping into advisory. They're also what takes hours to build by hand in Excel, so most firms only do it for their biggest clients.
With the pack built from the books automatically, every client can get the same polished report each month, and your time goes to the conversation instead of the spreadsheet.
The engine handles
- Pulling the numbers from the books
- Calculating KPIs and comparisons
- Building the charts in your branding
- Drafting the commentary in your voice
You keep
- Which metrics matter for each client
- Checking the numbers and the story
- Advice and the client conversation
- Sign-off on every report
Minutes, not afternoons
The pack is built when the books close, not after a few hours in Excel.
More metrics, same effort
Add a KPI, chart, or comparison once. It shows up every month after.
Every client, same quality
Your smallest client gets the same polished pack as your biggest.
How It Works
From your past reports to a working engine.
Pick the metrics
Share a report you already send, or the KPIs you wish you had time for. Your layout and branding get mapped.
Your report gets built
The books go in. KPIs, charts, and commentary in your format come out. About a week for the first report.
Review, sign, send
You check the numbers and the story, adjust anything client-specific, and send.
What's inside every engine
- Inputs
- P&L, balance sheet, cash, budget, and prior year
- Metrics
- The KPIs you choose, per client
- Charts
- In your branding, clear on screen and on paper
- Review
- Your sign-off on every report, by design
- Build time
- About a week for your first report
- Delivery
- A report pack, or live dashboards with a full system
Pricing
Prove it on one report. Then let it run.
A flat $350 proof on one client's report. Scale to every client once it earns its place.
Step 1 · Start here
Automate One Report
$350 flat
One management report with KPIs, charts, and commentary, automated in about a week. Yours to keep.
- Built around a report you already send
- 30-minute live handoff
- No subscription, no lock-in
Step 2 · Scale it
The Report Engine
Build fee + monthly
Connected to your clients' books and hosted, so every pack is ready when the month closes.
- Connects to QuickBooks Online or Xero
- Every client, the same polished pack
- Kept current as KPIs change
Step 3 · Full system
Client Dashboards
Scoped on a call
Live dashboards your clients can open any time, alongside the monthly pack, so the numbers are never a month old.
- Live KPIs between reports
- Your branding, your client portal
- Built around how your firm runs
If your report needs more than the $350 build, I'll tell you before you pay, not after.
Other Fields
Other work Sidekik automates
Agency, consulting, or something else? A 15-minute call (opens in a new tab) is enough to check.
Pick the report your clients would love to get.
Flat $350, about a week, yours to keep. Prove it on your own work, then decide what runs next.
Bigger scope, or want to talk first? Book a free call (opens in a new tab) or email rodrigo@sidekik.ca