AI dashboards, forecasting and business intelligence for UK organisations
Finance analytics for UK firms
Month-end should produce decisions, not just a pack. S.W.P. Cognition connects the figures across your ledger, practice management and time-recording systems so finance leaders can see management results, client profitability, cash flow and utilisation clearly.
Working with UK finance teams and accountancy practices from Colchester, Essex.
Consolidated view · ready for review
Example layout only. Measures and figures depend on your reporting rules and source data.
One clear view of the numbers
Choose the view that answers the next decision. Each screen can bring firm, department, team and engagement data together, using agreed definitions rather than another spreadsheet version.
Keep the calculation visible. Leaders can trace a measure back to its rules and source, then ask a better question.
Compare actuals with budget, prior year and forecast at firm or department level.
Compare the agreed actual and budget values for the selected period. The reporting rules specify treatments for journals, allocations and group consolidation.
Rank clients by contribution after recoverable time and direct costs, with write-offs in view.
Set the method with your finance team. It can account for fee income, time recovery and agreed direct-cost treatment, with write-offs reported separately or included by rule.
Bring committed income, debtor ageing, payment behaviour and known outflows into one forecast view.
Collection timing, debtor ageing, committed work and known outflows are documented alongside the forecast so teams can review what changes the result.
Review chargeable and non-chargeable time by team, grade and period alongside available capacity.
Agree working hours, leave, grade and chargeability rules with practice leaders. The view can then distinguish available capacity from time recorded.
Track fees against time, budget and write-offs to spot margin pressure while work is active.
Compare time booked and expected fees against the engagement budget. Show overruns and write-offs with enough context for a scope or pricing conversation.
Less spreadsheet assembly
A monthly pack should follow a known route from source figures to review. We map the reporting cycle first, then agree what can be connected and which checks belong at each stage.
Map ledgers, practice records and time data. Confirm ownership, refresh timing and how branches or entities are identified.
Check coverage, missing periods and key identifiers before figures enter the reporting model.
Set consistent treatment for consolidation, allocations and management categories so group and branch views agree.
Flag unexpected balances, unusual postings and changes to mapping rules for finance review.
Set a monthly reporting date, give reviewers a consistent dashboard and keep commentary beside the numbers.
Confirm the reporting period and validation status before the pack is shared with its intended audience.
See the economics of each engagement
A client profitability dashboard makes it easier to see where fees, recoverable time and write-offs pull in different directions. Use the detail to review scope, delivery and pricing.
Select a row to focus the illustrative margin trend. Sample figures are excluded so the view stays about the decision and the method.
| Client / engagement | Recovery | Write-off | Signal |
|---|---|---|---|
| North team audit | By period | Visible | Budget |
| Advisory project | By grade | Visible | Fee rate |
| Tax portfolio | By client | By team | Write-off |
Review time booked against the agreed engagement budget.
Plan with assumptions in view
See where future receipts rely on committed work, debtor timing or new business. The forecast shows cautious, central and optimistic collection scenarios so leaders can test the assumptions before acting.
Combine committed income, debtor ageing, known outflows and historical payment behaviour where the records support it.
Use historic conversion by stage and partner to judge coverage, then spot a shortfall before it becomes a month-end surprise.
Opportunity stage, partner ownership, expected timing and historic conversion help set a realistic probability. The team can adjust assumptions as evidence changes.
Useful at every level of the firm
Give each person the figures needed for their next decision, without asking finance to rebuild the same extract for every meeting.
Bring actuals, budget variances and cash outlook into a board-ready view with validation status visible.
Compare realisation, write-offs and capacity across teams and engagement types.
Track fee progress, time booked and pipeline coverage against the work your team can deliver.
Give department leads a shared view of their numbers, with filters and definitions they can use themselves.
A practical first step
We’ll review your reporting cycle, data sources, manual preparation and the performance questions your current pack can’t answer. You’ll leave with a prioritised view of what to automate first and the data work it requires.
For UK finance teams, accountancy practices and professional services firms. Delivered from Colchester, Essex.