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A La Carte Services

Dashboard Creation & Financial Reporting

We specialize in dashboard creation and financial reporting services designed to give you clear, real-time visibility into your financial performance. Our solutions empower business leaders, finance teams, and stakeholders to make faster, data-driven decisions with confidence. We create customized, interactive dashboards and reports that consolidate your key financial metrics into visually intuitive formats.

Custom Financial Dashboards

ï‚· Tailored KPIs (Key Performance Indicators) based on your business goals
ï‚· Dynamic visualizations for revenue, expenses, cash flow, profitability, and more
ï‚· Drill-down capabilities for deeper financial insight

Real-Time Reporting Solutions

ï‚· Integration with accounting platforms (e.g., QuickBooks, Xero, NetSuite)
ï‚· Automated data refresh for up-to-date insights
ï‚· Cloud-based access for secure, anytime reporting

Budget vs. Actual Performance Tracking

ï‚· Compare forecasted financials with actual results
ï‚· Identify variances and areas for improvement

Departmental & Project-Based Reporting

ï‚· Breakdowns by business unit, department, or project
ï‚· Granular reporting for accountability and transparency

Executive Summary Reports

ï‚· Concise, high-level views for boards, investors, and leadership teams
ï‚· Custom branding and formats for presentation-ready reports

Tools & Platforms We Use

ï‚§ Microsoft Power BI
ï‚§ Tableau

ï‚§ Alteryx
ï‚§ Excel Dashboards

ï‚§ Custom Integrations (API's and ERP Systems)

ï‚§ Integrations (Oracle, QBO, SAP)

CONTACT
LOCATION
HOURS

Email: diem@carpediemfin.com

Phone: 817-614-5265

Based in Dallas, TX 

Serving Clients Nationwide

Mon - Fri: 8am - 5pm

​​Saturday: Closed

​Sunday: Closed

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