We help growing businesses centralise data, automate reporting, and build dashboards and internal systems that support better decisions.
For founder-led teams and lean finance functions.
Our background
What we do
We help growing businesses centralise data, automate reporting, and build dashboards that support faster, better-informed decisions.
We turn raw business data into dashboards and reporting that make performance easy to understand — without anyone building a spreadsheet.
Examples
Outcome
Clear visibility and faster decisions.
We automate the reporting and workflows your team runs manually — so they spend time on decisions, not on data wrangling.
Examples
Outcome
Less manual work, fewer errors.
We connect your systems and centralise data into a structured reporting layer — so every report draws from the same source.
Examples
Outcome
Reliable data and better insight.
Most projects combine elements of two or three of these. We scope every engagement individually — no fixed packages, no off-the-shelf solutions.
Discuss your projectHow it works
We handle the technical complexity — you get clean data, clear reporting, and better decisions.
We connect to your systems via APIs and structured exports — pulling sales, inventory, finance, or operational data from wherever it currently lives.
All source data lands in a central database — cleaned, deduplicated, and modelled so every report and dashboard draws from the same consistent source.
We build the reporting layer on top — dashboards, KPI views, alerts, and management packs — all connected to your live data and always current.
Our engagement process
Discovery call
Free 30-minute call to understand your setup and what good looks like.
Scoped proposal
Clear deliverables, timeline, and fixed fee. No surprises.
Build and deliver
We do the technical work. You stay involved at key points.
Handover & support
Full documentation. Optional ongoing support available.
About us
Quantyx Advisory is a specialist data consultancy working with growing businesses — typically founder-led SMEs and lean finance teams — who need better reporting and data infrastructure but don't want to hire a full internal data team.
We have backgrounds in accountancy, audit, and data analytics. That combination matters: we understand how businesses work, what finance teams actually need, and how to build the technical infrastructure to deliver it.
Accounting background
We understand P&Ls, management accounts, and what a finance team actually needs — not just how to build dashboards.
Ex-audit & data analytics
We've worked in audit and data roles — we know how to interrogate data and spot where things don't add up before they become problems.
We build, not just advise
We don't produce slide decks and strategy documents. We build the actual pipelines, databases, and dashboards — and hand them over working.
SME-focused
We work with businesses that don't have a data team. Our engagements are scoped, priced, and communicated in plain English — no enterprise overhead.
What we're not
Case studies
Illustrative examples based on real engagement types.
A commercial electrical contractor running invoicing in Xero, stock in Cin7, and all job, crew, and material tracking manually in Excel — with no central view of job profitability, crew load, or delivery risk.
We centralised all three into a Postgres data model and built two layers on top: a commercial reporting layer and a live operational layer covering jobs, labour, crews, and material cost exposure.
Built using real-world system architecture — Xero API, Cin7 API, Postgres (Supabase), structured SQL views.
Key results
Weekly reporting time
Was ~5 hours manual
Job margin visibility
Previously unavailable
Crew & labour tracking
Was weekly manual timesheet
Source of truth
Was 3+ disconnected systems
A mid-sized UK law firm running matters in Clio, invoicing in Xero, and WIP reconciliation manually in Excel — with no view of matter margin, billing delays, or write-off risk.
We centralised all three into a Postgres data model and built a partner-facing insight layer covering WIP, realisation rates, timekeeper utilisation, and billing performance.
Built using real-world system architecture — Clio API, Xero API, Postgres (Supabase), structured SQL views.
Read full case studyKey results
Weekly reporting time
Was ~4 hours manual
Matter margin visibility
Previously unavailable
WIP & billing tracking
Was weekly manual reconcile
Source of truth
Was 3+ disconnected systems
Logistics SME
Road Freight · 45 staff
The finance team spent 3 hours daily matching purchase orders, delivery notes, and supplier invoices across three systems. We built an automated reconciliation pipeline that did it in seconds and flagged mismatches for review.
Digital Marketing Agency
Marketing · 12 staff
The agency was sending PDF reports weekly — manually pulled from Google Ads, Meta, and GA4, formatted in slides, and emailed to 20+ clients. We replaced the whole process with branded live dashboards each client could access anytime.
Professional Services Firm
Consultancy · 28 staff
Billable hours, project costs, and client revenues lived in three different systems with no joined view. Management couldn't see project margin or team utilisation without a manual weekly pull. We built a central model covering both.
Off-the-shelf tools have limits. When your business hits those limits — we step in and build exactly what you need from scratch.
That might be a custom reporting dashboard, an automated data pipeline, or an internal operating layer that gives your team visibility over jobs, costs, crews, or margins that no SaaS product covers by default.
Gap in your current tools
The problemJob costs, crew visibility, margin by project — most businesses track these in spreadsheets because no SaaS product covers their exact workflow.
Bespoke operating layer
Our answerWe build the exact reporting and operational layer your business needs — wired to your systems, built to your logic.
You own it, forever
The outcomeNo vendor lock-in. Full handover, full documentation, yours to keep and build on.
Get in touch
Book a free 30-minute call. We'll ask about your current setup, understand what's not working, and tell you honestly whether we can help — and how.
Book a free discovery call