Articles

What we learn building finance dashboards for founders. Short, specific, no bank-speak.

How to Calculate Project Profitability in an Agency

Learn how to calculate project profit and margin, identify the true cost of agency work, and find clients or projects that quietly reduce profitability.

20 September 2026 · 15 min read

The Agency CEO Dashboard: 8 Numbers to Review Every Month

The eight numbers agency CEOs should review every month to understand revenue, profit, cash flow, client margins and upcoming financial risks.

20 September 2026 · 11 min read

Agency Profit vs Cash Flow: Why a Profitable Agency Can Still Run Out of Cash

Your agency can report a profit and still struggle to cover payroll. Learn why profit and cash flow differ, what creates cash gaps, and which numbers to monitor.

20 September 2026 · 12 min read

Sumzee vs Claribase: same Airtable, one is already built for finance

Claribase is full-service Airtable consulting scoped per organisation. Sumzee ships a finance base and dashboard on Airtable in 48 hours for €2,500, no discovery phase.

29 July 2026 · 5 min read

Sumzee vs Flow.digital: why to fix the visibility before the workflow

Flow.digital audits your stack and automates processes. Sumzee shows you cash, runway and overdue invoices in a first version delivered in 48 hours for a fixed price — usually the cheaper first move.

22 July 2026 · 5 min read

Sumzee vs Moonland: why a fixed-price finance dashboard beats a custom build

Moonland builds custom enterprise-grade platforms, scoped and quoted per project. Sumzee gives you a first version with cash, burn, runway and margin in 48 hours for a price you see upfront.

15 July 2026 · 5 min read

From eleven spreadsheets to one source of truth

A practical sequence for consolidating scattered finance files without a migration project, new software to learn, or a finance hire.

8 July 2026 · 7 min read

The five numbers a founder dashboard should show

Most dashboards show forty metrics and answer none. Here is the short list that actually changes what you do this week.

24 June 2026 · 5 min read

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