At Longboard, we’re always looking for practical ways to give our clients clearer insight into their numbers — without adding cost or complexity.
That’s why we’re now offering a complimentary finance dashboard set-up for our clients, using leading AI-powered finance software.
These dashboards bring your key financial information together in one place, giving you real-time (month-end) visibility over metrics such as cash flow, revenue trends and profit margins.
The AI element helps automate data processing and highlights patterns, trends and potential issues early — but the value doesn’t stop there. Every dashboard is configured by our team to ensure the insights are relevant and aligned with your business goals.
In short, we’re combining the efficiency of AI with professional oversight, so you get better information, faster decisions and more confidence in your numbers.
If you’d like to take advantage of the complimentary dashboard set-up, get in touch with your Longboard adviser — we’d love to help.
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PS. This is the tip of the iceberg of what AI-driven finance software is capable of. The software, therefore, isn't straightforward due to the huge amount of information available. We've completed the learning, so we can also assist with more complex monthly reporting packages, insights and advice.
