How We Build Your Financial Dashboard
Most business owners in Vietnam waste hours each week collecting financial data from different sources. We changed that.
Our automated approach connects your systems once, then runs continuously so you always have current insights without manual work.
From First Contact to Live Dashboard
We've refined this process since launching in early 2024. Every step focuses on getting you accurate data quickly while making sure the system fits your actual workflow.
Discovery and Data Mapping
We start by understanding which financial metrics matter most to your business. Not every company needs the same data points. During our first meeting, we identify your key systems—accounting software, payment processors, bank feeds—and map out what information flows where. This helps us avoid building dashboards filled with numbers you don't actually use.
System Integration Setup
Here's where we connect everything. We establish secure links to your data sources and set up the initial automation framework. Most clients are surprised how many disconnected spreadsheets they've been maintaining. One manufacturing client in Binh Duong was manually consolidating data from seven different sources every Monday morning. That stops after this phase.
Dashboard Configuration and Testing
We build your dashboard based on the data map from week one. This isn't about cramming every possible chart onto a screen. We focus on the metrics that drive your decisions. During testing, we verify that numbers match your source systems and that updates happen on schedule. If something looks off, we catch it here before you see it.
Training and Handover
The final week is about making sure you're comfortable using the system. We walk through how to read each section, how to drill down into details when needed, and how to adjust views for different purposes. You'll also learn what to do if data looks unusual—because automated doesn't mean you stop paying attention to your numbers.
Monitoring and Optimization
After launch, we keep an eye on system performance and data quality. As your business changes—new products, different suppliers, seasonal patterns—we adjust the dashboard to reflect those shifts. Most updates happen quietly in the background. When we need your input, we'll reach out.
What Makes Our Approach Different
These aren't generic features. They're solutions to real problems we've encountered working with businesses across Vietnam.
Multi-Currency Support
If you deal with both VND and USD, or any other currency combination, the system handles conversions automatically using current rates. No more manual calculation errors.
Real-Time Alerts
Set thresholds for what matters to your business. When something crosses those lines—cash flow dips below a certain point, expenses spike unexpectedly—you get notified immediately.
One retail client caught an accounting error within hours instead of weeks because an alert flagged an unusual inventory cost pattern. That early warning prevented a much bigger problem.
- Custom threshold settings per metric
- Email and mobile notifications
- Historical comparison context
Bank-Level Security
Your financial data stays encrypted both in transit and at rest. We use the same security protocols that Vietnamese banks require for online transactions.
Team Access Controls
Give your accountant full access while letting department heads see only their relevant sections. Permissions are granular and easy to adjust as roles change.
Historical Comparison Views
Understanding trends matters more than individual data points. The system automatically shows you how current numbers compare to previous periods.
You can toggle between week-over-week, month-over-month, or year-over-year views. This helps distinguish between normal fluctuations and actual problems.
- Customizable comparison periods
- Seasonal pattern recognition
- Trend line projections
Automated Reconciliation
The system checks that transactions in your accounting software match bank records. When discrepancies appear, you get flagged to investigate rather than discovering them during tax season.
Built for Vietnam's Business Environment
We've spent considerable time making sure the system works well with local accounting standards and banking systems. That includes compatibility with Vietcombank, BIDV, and other major Vietnamese banks.
The interface supports both English and Vietnamese number formatting, which matters more than you might think when you're scanning through financial reports quickly. Small details like proper thousand separators and decimal conventions reduce mental friction.
Our servers are located in Singapore, providing reliable uptime and fast access across Southeast Asia. Data residency complies with Vietnamese regulations regarding financial information storage.
Average weekly time saved per client
Typical dashboard update cycle
System uptime in 2024
Automated data monitoring
Ready to Stop Chasing Spreadsheets?
Let's discuss what an automated dashboard could look like for your business.
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