Financial control for founders
Your profit, cash flow and unit economics in one place.
We build an Airtable base and a financial dashboard around your business. See revenue, costs and project margins without pulling another report together.
See the answers in one place.
An example of how your profit, costs and project margins can come together in one dashboard.
March vs February. Revenue equals the sum of the income categories below.
Balances at 31 March — a snapshot, not a monthly flow like the figures above.
| Project Alpha | € 2.5M | ▲ +10% |
| Project Beta | € 1.5M | ▲ +7% |
| Project Gamma | € 1.0M | ▼ −3% |
| Subscriptions | € 700K | ▲ +22% |
| Other | € 300K | ▲ +1% |
| TOTAL | € 6.0M | ▲ +8% |
Sample data. Your setup is built around your business and the metrics we agree with you.
Who it’s for
For founders and operations leads at agencies, consultancies and service businesses.
Financial dashboards for agenciesMultiple clients and projects
See which clients, projects and services are profitable.
Outgrowing spreadsheets
Bring revenue, costs and payments into one view.
Multiple entities or currencies
Track profit and cash across your business.
One source of truth for your finances.
Your financial records and reports work from the same base, with the categories and reporting rules agreed upfront.
One place for your financial data
Revenue, costs, invoices and payments are organised in one Airtable base.
One dashboard for your decisions
Your P&L, cash flow and project margins read from that same base, so you can check the business without reconciling separate reports.
Works with what you have
We plan your setup around the tools and exports you already use, including Sheets, Notion, Airtable and bank statements.
How data gets added and updated is agreed as part of your setup.
The financial questions you need answered.
Check profit, spending, cash flow and project margins without rebuilding a report each time.
Are we making a profit?
See revenue, costs and profit together, so you can track performance beyond the top line.
Where is the money going?
Review costs by category, from contractors to subscriptions, in one view.
Will we have enough cash?
See how expected payments and upcoming costs affect your cash position.
Which projects earn their keep?
Compare revenue and delivery costs by project or service to see where your margins come from.
Start with sample data.
We build the first version using sample data. You review the structure and metrics before adding your own financial data.
One base. One dashboard. Built with you.
- 01
Map the process
We start with a brief and map your workflows: what needs tracking, and where it all lives.
- 02
Build your base
We build your tables in Airtable, connected to the tools you use and automated where we can — clean, documented, built to last.
- 03
Build the dashboard
Once the tables are ready, we build a dashboard that runs on them.
- 04
Agree, ship, refine
We agree on metrics and structure with you upfront, ship a first version, then refine from your feedback.
It scales past spreadsheets, too.
See how BESmart brought revenue, profit and cash into one view across projects, legal entities and currencies.
Clear pricing, agreed before we build.
First version
€2,500
Ongoing work
~€700/month
We agree the scope, deliverables and ongoing costs with you before work starts.
Spend less time pulling reports together.
Let’s discuss the financial view your business needs and how to build it around the tools you already use.