Financial reporting and dashboards for the numbers you run the business by
Margin by job and by client, revenue against target, cash coming in and the pipeline ahead, drawn from your finance system and your business systems together. The numbers you run the business by, Ready for the board pack without the month-end scramble.
Trusted by clients from global brands to local charities
From month-end scramble to a view you can check any day
We take the reports you already rely on and make them build themselves from your finance and business systems.
Often today
With financial reporting
Often today: Margin by job gets worked out at year end, if at all.
With financial reporting: Margin by job and by client, as the work happens.
Often today: Revenue against target lives in a spreadsheet updated once a month.
With financial reporting: It updates as invoices go out.
Often today: Knowing who owes what means asking around.
With financial reporting: Cash and debtors in one view, oldest first.
Often today: Next quarter is a guess made in a meeting.
With financial reporting: A forecast built from the pipeline and your own history.
Systems applied to the numbers
Margin on the work itself
Because the reporting draws on your finance system and your business systems together, you can see which jobs and clients make money and which quietly don't, early enough to do something about it.
Margin by job and client
Where the profit comes from.
Revenue against target
Month by month, with the gap in plain sight.
Cash and debtors
What's coming in, and who to chase.
How we work with your data
Data, then information, then insight, in that order.
MidtonSales Analytics CRM & Portal
A modern sales intelligence platform, connecting FileMaker CRM data to interactive dashboards for pipeline forecasting and opportunity management.
Reporting dashboardsFileMaker
MidtonCustom Sales Pipeline Dashboard
We built a custom web-based sales dashboard that connects directly to FileMaker data, replacing an off-the-shelf CRM solution. The dashboard provides real-time pipeline visibility and performance tracking across all sales stages.
Reporting dashboardsFileMaker
What clients say about working with us
Extremely satisfied. The team are extremely responsive, flexible, fast, and precise in all areas. We started together with a small project, and have since expanded the SoW significantly after the service and talent we got. 10/10, would recommend.
William HillCEO, Bascule Insurance Services LLCWorking with Neptune has been an exceptional experience from start to finish. Their dedication, expertise, and swift execution in developing our system left me thoroughly impressed. The seamless communication and willingness to go the extra mile demonstrated their commitment to delivering excellence. Overall, my experience with Neptune has been nothing short of outstanding.
Jacquie FreearPurchasing Manager Neptune provided an excellent professional, knowledgeable service and offer exceptional value to any project. Thank you to Jordan and the Team.
Darren WilliamsProduct Owner, Solotech
Questions about financial reporting
No. We build management reporting. Your accountant keeps doing the statutory accounts, audit and bookkeeping.
Most cloud finance systems with a way to get the data out. We join that data with your business systems, so margin can be seen on the work itself.
Yes. Forecasts are built in our insight and forecasting work and shown alongside the actuals here.