A executive dashboard for a finance business tackles one specific leak: the numbers that tell you whether the firm and each engagement are making money, WIP, realisation, write-offs, lockup, capacity by team, live in your practice management tool, your accounting package, and a partner's spreadsheet, and none of them line up. Assembling a true picture takes days, so by the time you see a job or a client is unprofitable, months of margin are already gone. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you whether the firm and each engagement are making money, WIP, realisation, write-offs, lockup, capacity by team, live in your practice management tool, your accounting package, and a partner's spreadsheet, and none of them line up. Assembling a true picture takes days, so by the time you see a job or a client is unprofitable, months of margin are already gone.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a finance business, and the system is built to close it. You can see the full picture of where a finance business leaks margin on the finance industry page.
A dashboard that pulls practice and financial data from the systems you already run, your practice management tool, your accounting package, your time and billing, and puts real firm performance on one screen, current: WIP and lockup by client, realisation and write-offs by job, capacity and recovery by team. It reconciles time worked against fees per engagement, surfaces the clients trending the wrong way, and lets you drill from the firm view into a single job. We build the integrations so the numbers pull live rather than being keyed in.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop waiting for the month-end WIP report, because the current position of every engagement is on one screen, pulled from the same systems your team already uses.
Month three. By month three you are catching the jobs and clients that slip early, while there is still time to raise a fee or reset scope, rather than discovering an unprofitable engagement in a report when the margin is already written off.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a finance business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.