Business-performance intelligence for growing SMEs
Your business information stays confidential. Start with only the reports and data you are comfortable sharing.
You choose what to share
Sensitive identifiers can be minimized where possible
Analysis is focused on trends, performance and opportunity
Performance overview
July 2026 • rolling month
3 priorities
Revenue
$184,200
Gross margin
38.6%
Cash position
$92,450
Monthly revenue and margin
Revenue / GM
Top opportunities
Margin leakage identified: $14,600
Margin risk alert
Supplier costs up 8.4% • Late invoices $21,300
Privacy-aware analysis
Selected data sources • Controlled access
You stay in control
Choose the reports, systems and business areas you want to include. Start small and expand only when it makes sense.
Privacy-aware by design
Where possible, direct identifiers can be minimized, masked or replaced before analysis so the focus stays on performance patterns and decision-making.
Clear purpose
Your business information is used only to provide your agreed analysis, reporting and advisory service.
Disconnected inputs
Accounting software
Sales system
Bank data
Spreadsheets
Supplier invoices
Operations data
You do not need to provide every data source at once. Start with selected reports, exports or spreadsheets relevant to the business question you want answered.
The numbers exist, but management still has to reconcile systems, spreadsheets and reports before decisions can be made.
5Z Intelligence view
Connected
Which customers, products, jobs or locations are actually profitable
Where costs are rising and margins are leaking
What is putting pressure on cash flow
Which suppliers, processes or spending categories need attention
What management should do next
Performance insight without unnecessary exposure
5Z can focus analysis on categories, patterns, totals, trends and performance movements — rather than relying on names, contact details or other unnecessary identifiers.
Protect margin
See where price increases, supplier costs, discounting, waste or inefficient processes are eroding profit.
Improve cash control
Understand what is coming in, what is going out, and where working capital is being tied up.
Focus management attention
Replace disconnected reports and gut feel with a clear view of the actions most likely to improve performance.
Make better decisions, faster
Get the insight of a finance and analytics function without having to build one internally.
Retail, Hospitality & Multi-Site Businesses
Control labor, stock, supplier costs, waste and location profitability.
Project & Service Businesses
Track job profitability, invoicing, overdue payments, utilization and cost overruns.
Wholesale, Distribution & E-commerce
Understand margin by product, customer, channel and supplier — not just total sales.
Professional Services & Growth Businesses
See utilization, client profitability, staffing efficiency and cash-flow pressure in one place.
01
Choose what to share
Start with the reports, exports or systems most relevant to the question you want answered. There is no need to connect everything from day one.
02
Minimize unnecessary identifiers
Where appropriate, sensitive identifiers such as names, email addresses, account references or other direct details can be masked, grouped, aggregated or replaced with reference IDs before analysis.
03
Build a clear picture
5Z organizes the relevant information into a practical view of cash, costs, margin, revenue and operational performance.
04
Find opportunities and take action
Receive prioritized recommendations that explain what is happening, why it matters and what management can do next.
Messy inputs
Dashboard
Insights
Action plan
Security & Privacy
Your business information is valuable. Treat it that way.
We understand that financial and operational data is among the most sensitive information in a business. 5Z is designed to help you gain meaningful insight while keeping you in control of what you share and reducing unnecessary exposure wherever possible.
Start with only what matters
You decide which reports, exports, systems and business areas are included. Start with the data needed to answer the question at hand.
Minimize identifiable information
Where appropriate, direct identifiers can be removed, masked, grouped or replaced with internal reference IDs before analysis.
Focus on patterns, not people
5Z can analyze trends in revenue, margin, costs, cash flow, supplier spend, product performance and operational activity without needing unnecessary personal details.
Confidential information is not a product
Your business information is used to provide the agreed service. It is not sold to third parties or used for unrelated commercial purposes.
5Z Insight does not replace your accountant or CFO. It gives them — and your management team — a faster, clearer way to understand the business and focus on the actions that improve it.
Overview
Cash Flow
Margin
Costs
Customers
Cash flow and margin movement
Opportunity queue
Supplier cost variance • $6.8k
Late invoice pressure • $21.3k
Discount leakage • 3.2 pts
Priority alerts
Two margin risks and one cash-flow pressure point need management attention this week.
Selected data sources
Identifier minimization where appropriate
Controlled access
Confidential analysis
See the full picture
One view across finance, sales, operations, customers, suppliers and projects.
Catch problems earlier
Spot unusual spending, falling margins, late payments, performance shifts and emerging risks.
Prioritize what matters
Focus on the highest-value opportunities rather than drowning in reports and dashboards.
Track business impact
See which actions were taken, what changed and where value was created.
Privacy-aware intelligence
Get the operational and financial insight you need while minimizing unnecessary identifiable data wherever possible.
“5Z showed us where costs had quietly built up over time. We found issues we would not have spotted from our monthly accounts.”
F
Founder • Professional Services Business
“We finally had one reliable view of revenue, margin and operational performance. It changed the quality of our management meetings.”
O
Operations Director • Multi-site Business
“This is not another dashboard. It gives us a clear starting point for the decisions that actually matter.”
F
Finance Lead • Growth Business
Start with selected information. You decide what to share before committing to a wider rollout.
5Z Insight
Free
For businesses that want a fast, practical view of where opportunity may be hiding.
Start with up to 5 selected reports or data sources • Initial financial and operational analysis • Top business opportunities and risks • Priority recommendations • Clear next-step report
Run a Free Scan
You choose what information is included.
Most Popular
5Z Insight +
$499 / month
For businesses that want ongoing visibility, alerts and decision support.
Everything in the free scan • Ongoing business-performance monitoring • Margin, cash-flow and cost alerts • Privacy-aware data setup, including identifier minimization where appropriate • Full recommendation history • Opportunity and impact tracking • Up to 20 connected data sources • Management-ready reporting
Coming Soon
5Z Advisory
Talk to us
For businesses that want expert help to validate, prioritize and implement improvements.
Everything in 5Z Insight • Expert-led performance reviews • Strategic cash-flow and margin analysis • Custom KPI and reporting design • Guidance on designing a practical, privacy-conscious reporting and data-sharing process • Implementation support • Quarterly business-performance reviews
Talk to 5Z
What is 5Z Consulting?
Who is 5Z Consulting for?
How is this different from a regular BI tool?
How do I get started?
What data do I need to connect?
What systems does 5Z integrate with?
How long does the first scan take?
What does 5Z actually analyze?
What kind of recommendations will I receive?
Are the recommendations verified by humans?
How accurate are the AI recommendations?
What’s included in the free plan?
What does 5Z Insight+ add?
What is 5Z Advisory?
Can I upgrade or downgrade my plan?
Is there a contract or commitment?
Is my business data safe with 5Z?
Who can see my business information?
Do I need to share all of my company data?
Does 5Z anonymize my data?
Does 5Z sell or share my business information?
Can I ask for my data to be deleted?
Can I start with anonymized or aggregated reports?
How do I get help?
What if a recommendation doesn’t apply to my business?
Do you offer onboarding support?
Run Your Free Business Scan
No credit card required. Start with selected reports and a privacy-conscious approach to analysis.
Confidential data. Clear choices. Practical insight.