Dashboards
Reporting on accounting and operations data
Dashboards that pull figures out of the accounting system and the tools around it, so the people who need them stop asking for a spreadsheet.
Accounting dataOperations data
Your numbers, on one screen.
We build dashboards on the data Xero, QuickBooks Online, Shopify and your CRM already hold, refreshed on their own, so nobody exports a spreadsheet on Monday morning. Fixed scope, quoted in writing, built inside your own accounts.
Email usIllustrative. Every company, client and figure in this window is made up. Switch views, change the period, and point at the charts.
Where the numbers come from.
Nothing new to type into. The dashboard reads the systems you already run, on a schedule, and puts the figures you check most on one page.
Read-only on your books
A dashboard looks; it doesn't post. It connects with its own access, and you can switch that off from inside Xero or QuickBooks at any time.
Every figure defined in writing
What counts as revenue, which accounts make up costs, when an invoice is overdue. Agreed with you before anything is drawn, so the screen and your accountant mean the same thing.
On a page you can bookmark
A private web page for the people you choose, or inside a reporting tool you already use. Phone-sized when it needs to be.
What we've already built.
Dashboards are the visible end. Most of the work is the plumbing underneath: getting records out of one system and into another in the right shape. Five builds, described without client names.
Finance automation
Document intake to Xero and QuickBooks Online
A receipt is photographed or an invoice forwarded. It is read, filed in the client's own drive, and posted as a bill with the original attached.
Running todayXeroQuickBooks Online
Finance automation
Funded-deal matching for a finance broker
Lender reports in their own formats are brought into one shape and paired with the broker's deal records. Clean matches pair off; anything odd goes on a short exceptions list for a person.
Lender recordsBroker records
Integration
Inventory across Shopify, Zoho Books and Sage
About two months of work across several integrations. Orders flow from the shop into the books and the stock system; quantities on hand flow back, so the shop stops selling what the warehouse no longer has.
ShopifyZoho BooksSage (South Africa)
Integration
Airtable connected to Xero
Operations lived in Airtable and invoicing in Xero, with someone retyping between them. Airtable records now become Xero contacts and invoices on their own.
AirtableXero
Or skip the screen and ask.
MCP is the open standard AI assistants use to reach other software. We build MCP servers around your ledger, CRM, database or files, so Claude, ChatGPT or Copilot can look things up in them, and do what you allow.
Guardrails you set
You decide which tools can write. Anything that touches money lands as a draft or waits for approval. Each person gets their own access, and every call is logged.
Across several systems at once
Off-the-shelf servers cover one product. Ours follow the way your business works, and are handed over with documentation like everything else we build.
Which clients have invoices more than 60 days overdue?
list_overdue_invoicesdays: 60read
Four clients, $7,140 between them. The oldest invoice is from March. Want me to draft reminder emails?
Yes, and log a bill for the supplier invoice I just forwarded.
draft_reminder_emailsclients: 4write
create_draft_billfrom: inboxwrite
Four reminders are in your drafts folder. The bill is in the ledger as a draft, with the PDF attached, waiting for your approval.
Illustrative. The tool names are examples; yours are named for your business.
What we can build for you.
The shapes that come up most often. Each one is scoped and quoted in writing before work starts. If yours isn't here, bring it anyway: most of our work started that way.
Dashboards and reporting
- Owner's dashboardSales, costs, margin and who owes you, straight from Xero or QuickBooks Online.
- Cross-client status viewFor firms: every connected client on one read-only screen, showing what's behind and which connection has gone stale.
- Multi-entity reportingConsolidated figures across several Xero or QuickBooks files, with FX and intercompany eliminations.
- Shop and stock viewOrders, refunds and stock cover from your shop and inventory system, beside the books.
Integration and automation
- Document intake to Xero or QuickBooksReceipts and invoices read, filed and posted as bills with the original attached.
- Stripe → XeroPayouts, fees and refunds landing in Xero the way your accountant wants them.
- Shopify ↔ QuickBooks OnlineOrders, refunds and customers moving into QuickBooks without a CSV in between.
- Chasing and remindersMissing documents, deadlines and onboarding steps followed up on a schedule you set.
- Lead to CRM, won deal to everythingLeads de-duplicated and assigned; one status change creates the folder, invoice, project and welcome draft.
AI connections
- Custom MCP serverYour ledger, CRM, database or files exposed to your AI assistant as named tools that read and write.
- Practice copilotFor firms: ask about any client's status, missing documents or overdue invoices, and get drafts back.
- Run your workflows from chatThe automations we build, triggered by asking: “run the report pack for March”.
How we work.
Small builds, written down, handed over. No platform to buy. Yours when it is done.
-
Scope
A short written brief: which figures, from which systems, defined how, refreshed when. Fixed scope, agreed before anything is built.
-
Build
Built inside your accounts, on your credentials. You see a working draft early, with your own numbers in it.
-
Hand over
Documentation you can read, monitoring that tells you when a source stops, and no lock-in. It's your system.
Straight answers.
The things people usually have to ask on a call. Answered here instead.
What we don't do
- Bank reconciliation, of any kind.
- Bank feeds.
- Automating your month-end close.
- Sage outside South Africa.
If a build depends on one of these, we say so before scoping.
Where we are
South Africa. We work in US, UK and Canadian hours, over email first. You will always know who is doing the work.
Who delivers
1-Dash is the international front door for Qelo, an integration and automation firm. The scoping, the build and the hand-over are Qelo's.
Which number do you check most?
Tell us the tools you run and the figures you want on one screen. A couple of lines is enough. We reply from Qelo with questions, not a pitch.
Email usor write to connect@1dash.co.za