BI
Business intelligence dashboards
Interactive and management-ready dashboards for sales, finance, operations, tax, receivables, payables, cash flow, expenses, performance and compliance monitoring.
Request dashboard supportData Analytics & Business Intelligence
Turn business records into decision-ready intelligence.
Taxorithm Advisory helps organisations clean, organise, analyse and present data through dashboards, business intelligence reports, financial analytics, tax analytics, KPI monitoring and forensic data review. The objective is simple: better records, better insight and better decisions.
Analytics service model
Finance-led analytics for businesses that need clarity, control and performance insight.
Many businesses already have useful data inside invoices, bank records, sales files, payroll records, accounting systems, tax schedules and spreadsheets. The problem is that the data is often scattered, unclean, inconsistent or not presented in a way management can use.
Data that supports decisions
We help convert raw operational and financial records into dashboards, reports and summaries that show what is happening, where risks exist and where management should focus.
Analytics with accounting understanding
Our approach links data analytics to financial reporting, tax compliance, internal controls, forensic review and business performance rather than treating analytics as a purely technical exercise.
Practical reporting output
Outputs may include KPI dashboards, exception reports, trend analysis, reconciliations, risk indicators, management summaries and board-ready reporting packs.
What we offer
Analytics services built for real business problems.
The focus is not only to produce attractive charts. The focus is to help clients understand performance, monitor risk, improve reporting discipline and act on evidence.
Finance
Financial analytics
Analysis of revenue, costs, margins, expenses, working capital, cash movements, debtor ageing, creditor balances and financial performance patterns.
advisory@taxorithm.usTax
Tax analytics and compliance review
Analytical review of tax records, VAT schedules, PAYE data, withholding tax records, return support schedules, exposure areas and compliance gaps.
tax@taxorithm.usControls
Internal control analytics
Exception reports, unusual transaction analysis, duplicate payment checks, approval pattern reviews and control weakness indicators.
Request control analyticsForensic
Forensic data review
Transaction analysis, anomaly identification, suspicious pattern review, document matching, payment tracing and evidence-focused data summaries.
forensics@taxorithm.usCleaning
Data cleaning and preparation
Structuring raw Excel files, cleaning inconsistent records, removing duplicates, standardising fields, preparing datasets and improving spreadsheet reliability.
Discuss data clean-upKPIs
KPI reporting and performance monitoring
Key performance indicators for finance, sales, tax, operations, collections, stock movement, productivity, compliance and business growth.
Request KPI reportingAutomation
Reporting automation support
Support for recurring management reports, structured templates, spreadsheet models, dashboards and reporting workflows that reduce repetitive manual work.
Request automation supportCompetitive value
Why clients should choose Taxorithm Advisory for analytics.
Taxorithm Advisory combines finance, tax, forensic, accounting and technology thinking. That combination makes the analytics practical, credible and aligned with the information management teams actually need.
01
Finance and data combined
We understand the accounting meaning behind the numbers, which helps convert raw data into reports that are useful for management, compliance and control.
02
Risk-focused analytics
Dashboards and reports can highlight overdue balances, unusual movements, missing records, tax exposure, duplicate entries and control exceptions.
03
Business-ready output
The work is designed for practical use: management meetings, finance review, compliance tracking, board reporting, audit preparation and operational improvement.
Analytics process
A structured approach from raw data to insight.
Effective analytics requires more than importing data into a chart. It requires understanding the client’s business, cleaning the data, defining meaningful measures and presenting results in a way that supports action.
1. Understand the business question
We identify what management needs to know: performance, cash flow, tax exposure, fraud risk, operational efficiency, sales trends or reporting weaknesses.
2. Clean, structure and validate the data
We review data sources, clean records, standardise formats, identify gaps and prepare the information for meaningful analysis.
3. Build dashboards and reporting outputs
We create practical outputs such as dashboards, summaries, exception reports, KPI packs and insight notes that management can use.
Analytics areas
Examples of analytics we can support.
The exact output depends on the client’s records, business model and information needs, but the following areas are common starting points.
Sales and revenue analytics
Customer trends, product performance, revenue growth, sales concentration, monthly movement, underperforming lines and recurring revenue patterns.
Expense and cost analytics
Cost movement, unusual expenses, cost categories, supplier concentration, overhead trends, budget comparison and cost control indicators.
Receivables and collections analytics
Debtor ageing, overdue balances, collection trends, high-risk accounts, payment behaviour and credit control performance.
Tax and compliance analytics
Tax schedules, VAT summaries, PAYE summaries, return support data, filing tracker, exposure areas and compliance exceptions.
Forensic transaction analytics
Duplicate transactions, unusual payment patterns, split payments, missing approvals, suspicious vendors and irregular transaction behaviour.
Management reporting packs
Executive summaries, KPI pages, charts, explanations, risk flags and financial performance reports for management meetings.
Good fit
Who should use this service.
This service is ideal for clients who want to move from scattered spreadsheets and manual reporting to organised, visual, decision-ready information.
SMEs
Growing businesses
Businesses that need better control over sales, costs, cash flow, customers, stock, suppliers, tax records and management reporting.
Finance
Finance teams
Teams that need stronger schedules, dashboards, reconciliations, reporting packs, review files and structured management information.
Owners
Business owners
Owners who need a clearer view of performance, cash flow, customer behaviour, tax exposure, expenses and operational risks.
Audit
Audit and forensic matters
Clients that need data-led review of irregularities, control weaknesses, unusual transactions, missing records or suspicious financial patterns.
Before we start
Information needed for an analytics engagement.
The quality of analytics depends on the quality and availability of source records. We help structure the data, but clients should provide the most complete records available.
Source data
Excel files, accounting exports, sales records, bank statements, payroll records, tax schedules, invoices, supplier lists, customer lists or system reports.
Business question
State what you want to understand: profitability, revenue trends, expense control, overdue debtors, tax exposure, fraud risk, stock movement or performance monitoring.
Preferred output
State whether you need a dashboard, management report, Excel model, KPI tracker, forensic analysis, data clean-up file or board-ready report.
Ready to turn your data into business intelligence?
Send your analytics enquiry with the type of data available, the business problem you want to solve and the output you want to receive.