AI dashboards for SMBs
Your business on one dashboard
AI automatically pulls data from your accounting software, email, calendar and CRM. You open one screen and see everything. No manual work, no hassle.
The problem
Your data is everywhere. Your overview is nowhere.
SMB owners work with dozens of tools. To know how your business is doing, you'd have to log into five different systems. Nobody does that. So you end up making decisions based on gut feeling.
Dozens of tools, zero overview
Accounting in Moneybird, appointments in Google Calendar, clients in a spreadsheet, invoices in your inbox. Everything scattered.
Manual tracking eats up hours
Excel overviews, manual exports, copy and paste. Every week, all over again. Time you're not spending on your clients.
Decisions based on gut feeling
How much revenue are you generating this month? Which invoices are overdue? Which client should you follow up with? You only find out when you go digging.
Power BI wasn't built for you
Existing dashboard tools are too technical, too expensive or too complex. You don't have a data analyst on staff. You just want a clear overview.
The solution
AI pulls your data. You see the result.
Proper Insight builds a custom dashboard that automatically pulls data from the tools you already use. No manual input, no extra software.
Revenue and cash flow
Revenue this month, outstanding invoices, expected income. Real-time, without Excel.
Clients and pipeline
Who's active, who needs follow-up, where are the opportunities? Everything at a glance.
Deadlines and planning
Upcoming appointments, project deadlines and tasks. Never miss a thing again.
How it works
From intro call to working dashboard in three weeks
No months-long IT project. We start with a conversation and deliver a working dashboard.
Intro call
Which tools do you use? What insights are you missing? What would make your day easier?
Setup
We build the integrations with your tools, design the dashboard and test it with real data.
Delivery
Demo, feedback, adjustments. We walk you through everything so you can start using it right away.
Ongoing
Your dashboard keeps running. We maintain the integrations and are available via WhatsApp or email.
Pricing
Clear and transparent
No hidden costs, no surprises. You know what you're paying upfront.
- 3-4 custom integrations
- Dashboard designed for your business
- Delivered within 3 weeks
- Handover and walkthrough
- 5-8 custom integrations
- Comprehensive dashboard with multiple views
- Delivered within 3 weeks
- Training for your team
Every monthly plan includes:
- Maintenance of all integrations
- Monitoring: is everything still running?
- Support via WhatsApp or email
- Minor adjustments and optimisations
Who it's for
For any SMB that's missing the big picture
You don't need to be technical. If you work with multiple tools and lack a clear overview, we'll build your dashboard.
Professional services
Accountants, consultants, advisors and lawyers. Many clients, many deadlines, little overview. Your dashboard shows clients, projects and revenue at a glance.
"I can see instantly which invoices are overdue and which client I need to follow up with."
Agencies
Marketing, design and web agencies. You're juggling projects, freelancers and budgets. Your dashboard shows project status, hours and profitability per client.
"Finally I know which projects are profitable and which ones aren't."
E-commerce & retail
Orders, inventory, returns, marketing spend. Lots of data streams, little coherence. Your dashboard shows sales, margins and trends in real time.
"I can see at a glance how my campaigns are performing."
Why Proper Insight
Not just another dashboard
No manual data entry
AI automatically pulls data from your tools. You don't need to enter, export or copy anything.
Your tools, your dashboard
We integrate with the software you already use. No need to learn anything new or switch platforms.
Direct contact with the builder
No account managers or help desks. You talk to the person who builds and maintains your dashboard.
Built with quality in mind
With our background in auditing, we know: it shouldn't just work, it should work well. Thorough, structured and reliable.
Cancel anytime
No long-term contract, no fine print. If it's not working for you, you stop. It's that simple.
Prices on the website
You know the cost upfront. No weeks-long proposal process just to find out whether it fits your budget.
Get started
Book a free intro call
In 30 minutes we'll discuss which tools you use, what insights you're missing and what your dashboard could look like. No strings attached.
Or email us directly at hello@properinsight.nl