Insight Menu

See your accounting data in a new way

Learn more about your business with an easy to understand dashboard and personalised advice snippets

Insights

Company Overview

See your company overview on a single screen...

Monthly Profit Trend

See how your company is performing month to month, and compare that to your previous year's performance

Revenue by Sales Channel

Visualize which of your sales channels contribute most to your profits, allowing you to choose and improve the most profitable aspects of your business

Employee Wages

Get detailed visibility into your employee wage expenses, and how these contribute towards to your profits. Understand how to optimise your staffing levels by seeing how they relate to your profits

Upcoming Contributions

Don't get caught out!

Insight Menu is able to calculate and forecast your upcoming BAS statement figures, so you know in advance how much needs to be made available for GST, PAYG withheld, and Super payments, and even shows you your previous period amounts for comparison

Welcome to Insight Menu

Welcome to Insight Menu – your one-stop shop for analysing, understanding and acting on your financial data! Insight Menu is an amazing online platform designed to help business owners take control of their accounting and make better decisions in the long run.

With Insight Menu, you can break down and analyse your revenue, expenses, cost of sales, staff and cashflow numbers with ease. Not only that, but you can go even further into each of your Xero accounts. This way, you can investigate ratios and other key metrics within your business to really zoom in on where improvements need to be made.

Once you have analysed all your financial information, why not share it with important people? Invite key stakeholders such as board members, advisors, CFOs and accountants who can offer expertise and tactical guidance when it comes to improving the actively achievable outcomes in the coming year. By involving those around you in decisions that impact going forward operations – success is much more attainable. Don’t wait any longer—get the insight you need into your finances now with Insight Menu! You won’t regret investing this time into learning about all your crucial financial data. Take control now with our easy-to-use platform – sign up today!

Why do Successful Businesses use Insight Menu?

  • Having access to financial insights can greatly improve the profitability of your business
  • Understanding your expenses is an important part of managing a small business and can help improve profits in several ways
  • Graphical representation of financial information, such as through charts and graphs, can provide a clearer understanding of the data for a few reasons
  • The relationship between wages and profits in a small business is complex and depends on a variety of factors, including the industry, the size of the business, and the overall economic environment
  • Forecasting tax payable is important for a small business for several reasons: it helps with budgeting and cash flow planning; it allows businesses to take advantage
 
By highlighting areas of inefficiency and opportunities Insight Menu analysis has been shown to give profit increases of over 25%.
Identifying areas of opportunity means you don’t have to wait for circumstances to drive change, instead allowing you to make financial decisions to improve efficiency and increase profits.

Analyse and Change

If you really want to drill into your finances, Insight Menu lets you drill into your finances with powerful pivot tables, so you can analyse your Xero accounts and identify expenses and profit sources without having to hunt through Xero's online website

Collaborate

Give your business partners, accountant, board, or finance manager access to your charts. Insight allows you to give all of your trusted advisors visibility into the workings and trends of your business to help find better ways to understand your business behaviors and optimise your profits.

We are accounting and data people. This stuff really excites us so feel free to ask us questions, tell us what you want to see.

Ready to go? If you have a Xero file and are ready to go, click below to get your Insight Menu Dashboard trial underway!
(Free 30 day trial)

Premium

Ideal for small to medium businesses
349 $ 249
month
Daily Xero extracts
On-demand Xero refreshes
Unlimited users
High security model
All advice snippets