Kellcat builds live Databox dashboards on your own numbers: your QuickBooks or Xero books, plus the sales, marketing and operations tools you already use. One screen, kept current, so you can make decisions with confidence.
A pilot doesn’t fly by checking the bank balance. A dashboard works like your cockpit and GPS: it shows where the business is right now, which way it’s heading, and what needs attention before it turns into a problem.
Kellcat connects your accounting software and your other business tools to Databox, picks the handful of numbers that actually drive your business, and builds one live dashboard around them. No exporting, no copy-paste, no waiting for month-end to find out how you did.
Built for owner-led businesses without an in-house controller or CFO.
Your books, your bank, your sales tool and a spreadsheet. A dashboard puts it on one screen.
Hiring, pricing, a new location or another property. You want the numbers in front of you first.
See each one on its own and all together, without rebuilding spreadsheets every month.
Just starting out, or only need books for taxes? The core bookkeeping dashboard in Clean Books or a Financial Starter Kit may be the better fit.
Every Kellcat service includes a dashboard. How much it covers depends on the layer you choose.
Core financial dashboard
Custom dashboards, built in the Clear Picture Build (90 days)
Everything in Clear Picture, plus cash
Already have a bookkeeper? You can keep them and add Clear Picture or Confident Decisions. See how the layers work.
Your dashboard pulls from every part of your business, not just the books. And when Kellcat keeps your books too, you get a bonus: clean, accurate books behind every financial number.
Kellcat connects your accounting software, sales and marketing tools, and operations systems, and automates the manual copy-paste between them.
Kellcat audits your data to find what matters most for your business, then builds one live dashboard around it.
Your dashboard stays current with early-warning targets on your key numbers. Each month you get a review of what changed and what to watch, so the numbers turn into decisions.
Pick your type of business to see an example built for the way you work. Sample dashboards; numbers are for illustration only.
Ten example dashboards across real estate, local businesses, growing companies, and the numbers every business needs.
The core numbers every owner should see each month, straight from clean books.
Common sources: QuickBooks Online or Xero.
For Airbnb and VRBO hosts who want to know which properties really earn their keep.
Common sources: QuickBooks or Xero, plus your booking platform or property management software.
For flippers who want the real profit on every deal, not a guess after closing.
Common sources: QuickBooks or Xero, settlement statements, and your project cost tracker.
For trades, agencies, and service providers who want to know which work actually pays.
Common sources: QuickBooks or Xero, plus your job management or CRM software.
For restaurant owners who need to control food and labor costs without waiting for month-end.
Common sources: Your point-of-sale system, QuickBooks or Xero, and payroll.
For home bakers and makers who want to know which products are worth their time.
Common sources: Your payment or online order system, QuickBooks or Xero, and a simple time log.
For owners who are hiring and scaling, and need to see what’s ahead, not just what already happened.
Common sources: QuickBooks or Xero, your payroll provider, and your spending plan.
For software and subscription companies that need investor-ready numbers every month.
Common sources: Stripe, Mercury, and QuickBooks or Xero.
For owners who want to see which marketing actually brings in customers and revenue.
Common sources: Google Analytics, Google Business Profile, Google Ads, Facebook and Instagram, and your CRM.
For owners with a team who want to know if work gets done on time and if hours turn into billable work.
Common sources: Your scheduling, job management, or time-tracking software.
All dashboards shown are samples built with illustrative numbers. Your dashboard is built around your business, your tools, and the numbers that matter to you.
Six pages of Databox, Klipfolio and Google Sheets dashboards, plus the 5-Point Audit that turns monthly numbers into decisions. Easy to share with a partner or your team.
Book a free Discovery Call to talk through your business, the numbers you want to see, and what it would take to get there.
