Your existing tools. One dashboard.
A custom-built unified dashboard sitting on top of your existing software. Real-time operational visibility, automated provisioning, spreadsheet elimination. Built around your tools, live in 8–12 weeks from kickoff.
Your tools, unified
Four roles, four views, one dashboard
Click any preview to explore the full interactive dashboard.
What Connect delivers
Seven capabilities that transform how you see and run your business — without touching your existing tools.
Unified business dashboard
Your entire operation on one screen — P&L summary, job status, cash position, compliance flags. Real-time data pulled from your accounting, HR, CRM, and ops tools. No more logging into six systems to get one answer.
One screen. Every metric. Real-time.
Automated employee provisioning
Enter a new starter's details once. Accounts created across Sage, BreatheHR, SharePoint, HubSpot — correct permissions, correct access levels. Offboarding just as fast.
4 minutes, not 2–3 days
Spreadsheet elimination
The compliance tracker, the resource planner, the KPI dashboard built from CSV exports, the month-end reconciliation workbook — all replaced with live, connected data.
Zero operational spreadsheets
Cross-system reporting
P&L with live margin tracking. Monthly board pack auto-assembled. Compliance summary across training, certifications, and regulatory deadlines. KPI dashboards from live data, not month-old exports.
Month-end: 45 minutes, not 3 days
Compliance surfacing
Training and certification expiry, document review schedules, regulatory deadline tracking, audit-ready reporting — aggregated from wherever they currently live, visible in one place.
Every compliance deadline surfaced
Integration health monitoring
API connection health, sync status, vendor API changes, performance — monitored 24/7. Know when an integration breaks immediately, not at month-end when the numbers don't add up.
Professional monitoring, not Zapier hope
Mobile dashboard
Full business dashboard on your phone. Responsive, touch-optimised, designed for quick access on the move. Check operational status without opening a laptop.
PWA — no app store needed
How we build it
Assessment to go-live in 8–12 weeks. No disruption to your day-to-day operations.
Assessment
We map your entire software landscape — every tool, every integration, every spreadsheet bridge. You get a complete picture of where you stand.
Architecture & Design
We design the dashboard around your specific tools. You review wireframes, data mappings, provisioning workflows, and reporting templates.
Build & Integrate
We build the integration layer via APIs — no disruption to your existing systems. Connectors for your top tools, data flows, dashboard, and provisioning.
Test & Deploy
UAT with real data. Operations manager mobile testing. Finance team report validation. Training per user group. Go-live.
Ongoing Support
API health monitoring, vendor update handling, quarterly reviews, minor enhancements. We keep it running so you don't have to.
What Connect does — and doesn't
Clear boundaries. No overselling. Connect integrates. Replace replaces.
Need what's on the right? That's Replace.
Four roles, four outcomes
One dashboard.
Dave — MD
Sees the whole business without making a phone call
Real-time P&L summary, operational status, and key milestones. Flags problems before they become crises. Out the door by 8:15, not stuck behind a laptop chasing updates.
Sarah — Finance Director
One set of numbers she can trust
Cash position from Sage or Xero, revenue tracking from your CRM, board pack assembled from live data. Month-end drops from three days to 45 minutes. No more reconciling spreadsheets.
James — IT Lead
Stops being the human integration layer
Automated provisioning across every system. Integration health monitored 24/7. No more chasing access requests or debugging broken Zapier flows at 6pm.
Mark — Operations Manager
Checks operational status from his phone
Mobile dashboard with real-time job data. Large touch targets, works anywhere. No laptop required for a quick status check between meetings.
What to expect
Every Connect engagement starts with an assessment and is scoped to your firm's specific tools, complexity, and priorities.
SaaS Assessment
A professional audit of your entire software ecosystem. Fixed price, 2–4 weeks, and you keep the report regardless of whether you proceed.
Fixed price· 2–4 weeks
- Complete software inventory & costs
- Integration dependency map
- Regulatory compliance gap assessment
- Funding & incentive identification
- Prioritised recommendations & roadmap
Connect Build
Your unified dashboard, scoped to your firm's tools, complexity, and priorities. Investment is based on assessment findings — no guesswork, no surprises.
Live in 8–12 weeks from kickoff
- Integration layer for your existing tools
- Business dashboard & automated reporting
- Employee provisioning system
- Mobile PWA dashboard
- Ongoing support & monitoring
Your investment carries forward
If you later move to Replace, 50–100% of your Connect investment credits toward the build. Your data, integrations, and knowledge carry forward. Connect is a step toward your future platform, not a sunk cost.
Learn about ReplaceWhen you're ready to go further
Connect reveals what fragmentation is really costing you. The reporting that took 3 days to compile now takes 45 minutes — but you can see the tools that should be replaced entirely. That's when Replace makes sense. Not before. Not until your own data tells you it's time.
Explore ReplaceYour data decides
Start with a conversation
Book a free 30-minute health check. No commitment. You'll walk away with a clear picture of your software landscape and whether Connect is the right fit.