finission
Finance intelligence for business owners

Your numbers, the moment you need them.

Finission gives business owners and directors a live view of company performance — synced straight from your bookkeeping system. No chasing your accountant, no waiting on a month-end pack.

  • Live, anytime access
  • Straight from your books
  • No chasing accountants
  • Multi-company view

Open it before a morning meeting, between calls, or from your phone while you travel — it's already up to date.

Syncs directly from

Sage Business Cloud FreeAgent Sage 50Xero & QuickBooks planned
app.finission.io/overview

Group overview

Consolidated · FY25 Q3

Live

Cash at bank

£482k

▲ 4.2%

Revenue YTD

£3.18m

▲ 6.1%

Gross profit

£1.24m

▲ 3.4%

Net profit

£412k

▲ 2.0%

Cashflow trend

+£62k MoM

Aged debtors

£292koutstanding
  • Current64%
  • 1–30 days24%
  • 31–60 days8%
  • 60+ days4%
The problem

Knowing how your business is doing shouldn't mean waiting.

You ask a simple question — how's cash, how's profit — and the answer takes days. By the time the management pack arrives, it's describing a month that has already gone.

Waiting on the finance team

A simple question about cash or profit turns into a request, a queue and a wait for someone else to pull it together.

Management packs arrive late

By the time the month-end pack lands, the numbers describe a month that has already gone.

No access out of hours

Need a figure before a meeting, a call or a decision? It's locked inside someone else's spreadsheet.

No single view of the group

Multiple companies and systems leave you without one current, consolidated picture of performance.

The solution

One live view of your business — the moment the books are done.

Finission syncs directly from your bookkeeping system. As soon as the numbers are posted, they flow into a single, standardised dashboard you can open anytime — no request, no reformatting, no waiting on a report.

  • Live sync from your bookkeeping system
  • Open it anytime, on any device
  • No waiting on management packs
  • P&L, balance sheet and cash at a glance
  • Aged debtors and creditors
  • Multi-company consolidation
  • Financial ratios and KPIs
  • Secure, read-only access

Standardised reporting layer

Auto-refresh
Sage Business Cloud
Synced

2 min ago

FreeAgent
Synced

2 min ago

Sage 50
Synced

5 min ago

One live view, ready whenever you open it
The shift

From waiting on the finance team to answers on demand.

Finission closes the gap between your bookkeeping and your decisions — so the moment the books are done, the numbers are yours to open, whenever you need them.

01Today
Book1.xlsxexport_v3.csvP&L_final.xlsx
£0
£148
£296
£444
£592
£740
£888
£1036
14 days out of date

Waiting on the finance team

You ask how the business is doing and wait days for a management pack — one that's already describing last month.

02With Finission
Sage FreeAgent Sage 50

One intelligence layer

Standardised · normalised · current

Live

Live the moment books are done

As soon as the bookkeeping is posted, your accounts sync into one always-current view that's yours to open.

03The result

Board pack · Q3

PDF

Revenue

£3.18m

Net profit

£412k

Cash

£482k

Export ready

Answers whenever you need them

Open your numbers before a meeting, a call or a decision — no chasing, no delay, always up to date.

Product features

Everything you need to run the business, in one view.

A clear picture of how the business is doing — consistent, current and ready the moment you open it.

Always-on Dashboard

Open a current view of every company whenever you want — before a meeting, after hours, no request required.

P&L and Balance Sheet

Your profit, balance sheet and cash position, standardised into one clear picture across every platform.

Aged Debtors & Creditors

See what you're owed, what's overdue and what you owe — so cash never catches you off guard.

Multi-Company View

Run more than one business? See each company on its own or the whole group consolidated in a click.

Ratios & KPIs

Track margin, liquidity, working capital and the numbers that tell you how the business is really doing.

Share in a Click

Hand your board, bank or advisors a clean, consistent picture — without building a report by hand.

Integrations

Connect your accounting stack.

Finission is designed to work with leading accounting platforms, starting with Sage, Sage 50 and FreeAgent. Connections are read-only and revocable at any time.

SB

Sage Business Cloud

Direct accounting connection

Supported
S5

Sage 50

Desktop ledger sync

Supported
F

FreeAgent

Direct accounting connection

Supported
X

Xero

On the roadmap

Planned
Q

QuickBooks

On the roadmap

Planned
Mp

More platforms

Available depending on setup

On request

All connections are read-only — Finission never writes back to your ledgers.

How it works

From your books to your decisions, automatically.

Nothing changes for your bookkeeper or finance team. Once the books are done, your numbers are ready for you — no request, no rebuild, no wait.

01

Your books get done as usual

Your bookkeeper or finance team keeps working exactly as they do today — nothing changes for them.

02

Finission syncs automatically

As soon as the bookkeeping is posted, your accounts sync into one standardised, read-only view.

03

You open your numbers, anytime

Check performance whenever you want, on any device — no request, no waiting on a management pack.

04

Decide with current figures

Walk into any meeting, call or decision knowing the numbers in front of you are up to date.

Security

Built around secure, read-only finance data.

Your accounting data is sensitive, so Finission is designed to read it — never change it. Access is permission-controlled, encrypted and auditable from the first connection.

Read-only by design

No posting, editing or deleting — ever.

Read-only access

Finission reads your data. It never posts, edits or deletes transactions.

No transactional changes

Your ledgers stay exactly as your team and accountants left them.

Controlled user permissions

Decide who sees which companies and reports, down to the user.

Secure authentication

Access is granted through secure, revocable connections you control.

Encrypted in transit & at rest

Data is protected with strong encryption end to end.

Audit-friendly access model

A clear, reviewable record of how data is accessed and by whom.

Who it's for

Built for the people who run the business.

Finission is designed first for owners, CEOs and directors who want their numbers on demand. Accountants and finance teams benefit too — they just field fewer report requests.

Business Owners & CEOs

See exactly how the business is performing the moment you want to — without asking anyone or waiting for a report.

Managing Directors

Walk into any meeting knowing cash, profit and performance are current, not last month's figures.

Multi-Company Owners

One live, consolidated view across every company you run — plus each entity on its own whenever you need it.

Founders & SMEs

Understand cash, profit and what's owed without waiting on month-end or chasing your bookkeeper.

Accountants & Advisors

Also benefits

Give clients self-serve access to a standardised view — and field far fewer ad-hoc report requests.

Finance Teams

Also benefits

Spend less time rebuilding management packs on demand; the owner already has the live picture.

Product preview

The whole financial picture, on one screen.

A live, consolidated dashboard your board can read in seconds — illustrative below, ready to reflect your own connected data.

Northwind Group
Live · 2 min ago

Cash at bank

£482,310

▲ 4.2% vs last quarter

Revenue (YTD)

£3.18m

▲ 6.1% vs last quarter

Gross profit

£1.24m

▲ 3.4% vs last quarter

Net profit

£412k

▲ 2.0% vs last quarter

P&L trend

RevenueProfit
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25

Cash position

+£62k MoM

Companies

CompanyRevenueNet profitCashStatus
Northwind Ltd£1.42m£198k£241kHealthy
Harbour Trading£0.96m£121k£132kHealthy
Meridian Co£0.80m£93k£109kWatch

Aged debtors

£292koutstanding
  • Current64%
  • 1–30 days24%
  • 31–60 days8%
  • 60+ days4%

Balance sheet

Total assets
£2.71m
Total liabilities
(£1.36m)
Net assets
£1.35m

Key ratios

1.8×

Current

39%

Gross %

13%

Net %

1.3×

Quick

Illustrative dashboard with sample data. Swap any module for a live product screenshot incomponents/DashboardPreview.tsx.

FAQ

Questions, answered.

Finission is built for business owners, CEOs and directors who want to see how their company is performing at any time — without waiting on the finance team or a month-end pack. Accountants and finance teams benefit too, but the product is designed around the owner.

Yes. Finission doesn't replace them. Your bookkeeper or finance team keeps the books exactly as they do now. Finission simply gives you, as the owner, a live view of the results the moment they're posted — so you're not waiting on a report.

Finission syncs from your bookkeeping system, so your dashboard reflects the position as soon as the books are up to date. Once bookkeeping is done, the numbers are there whenever you open them — day or night.

Finission works with leading UK platforms, starting with Sage Business Cloud, Sage 50 and FreeAgent. Support for Xero and QuickBooks is planned, and other platforms can be discussed depending on your setup.

Yes. If you run several businesses, you can view each company on its own or see the whole group consolidated, with consistent reporting throughout.

Yes. Finission is available whenever you are — early mornings, evenings, weekends or while travelling — on any device, so your numbers are never locked in someone else's spreadsheet.

Yes. Finission connects with read-only access, so it never changes anything in your accounting system. Data is permission-controlled and encrypted in transit and at rest, and the access model is designed to be auditable.

Most owners connect their first accounting system and see their dashboard populate quickly. Timelines depend on the number of companies and platforms involved, which we'll scope with you during a demo.

Your numbers, whenever you need them.

Connect your bookkeeping and get a live view of how your business is performing — on demand, on any device, without waiting on anyone.

Live, anytime access · Read-only & secure · No chasing accountants