Dashboard Insights

Category

Reporting & dashboards

Works with

Xero, Xero Practice Manager, FYI

Available in

Sold everywhere; no region stated

Who runs it

Accounting firms, Bookkeepers

Xero App Store

Listed

Listing

Compiled by The Firm from the vendor's own site

Last checked

4 Sep 2026

• ▪ Real-time performance insights
• ▪ Automated compliance processes
• ▪ Custom dashboard solutions
• ▪ Integration with Xero

• X Xero
• X Xero Practice Manager
• F FYI

What is Dashboard Insights?

Dashboard Insights is reporting and dashboards software for accounting and bookkeeping firms. Dashboard Insights offers tailored dashboards that provide insights into firm performance and operations. It integrates with Xero, Xero Practice Manager, FYI.

Does Dashboard Insights integrate with Xero?

Yes. Dashboard Insights lists Xero as an integration, alongside Xero Practice Manager, FYI. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.

Does Dashboard Insights integrate with Xero Practice Manager?

Yes. Dashboard Insights lists Xero Practice Manager as an integration, alongside Xero, FYI. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.

Does Dashboard Insights integrate with FYI?

Yes. Dashboard Insights lists FYI as an integration, alongside Xero, Xero Practice Manager. The Firm's directory can be filtered by FYI to see the other tools that plug into the same stack.

Who is Dashboard Insights for?

Dashboard Insights is built for Accounting firms, Bookkeepers. It is reporting and dashboards software, listed on The Firm's practice shelf.

Is Dashboard Insights on the Xero App Store?

Yes. Dashboard Insights has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations Dashboard Insights lists.

Are there reviews of Dashboard Insights?

Dashboard Insights's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.

Who maintains this Dashboard Insights listing?

The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); Dashboard Insights has not yet claimed it. Claiming is free and lets the vendor correct any detail here.

Has The Firm written about Dashboard Insights?

Yes. Dashboard Insights is named in 2 published pieces on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.

How does a firm choose between reporting and dashboards tools?

The Firm's guide to choosing reporting and dashboards software, on the Reporting & dashboards category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every reporting and dashboards tool; listing is not a ranking.

Is there a free trial? Vendor

Dashboard Insights offers a free walkthrough to help users understand the product and its features.

What support channels are available? Vendor

Dashboard Insights provides support through a help center, where users can find articles and guides. Additionally, users can contact support via email.

Where is the data hosted? Vendor

Dashboard Insights is ISO 27001 certified, indicating that it adheres to international standards for information security management.

How long does onboarding take? Vendor

The onboarding process is tailored to each firm, with the Dashboard Insights team working closely with clients to define goals and connect systems.

What are the alternatives to Dashboard Insights?

Other reporting and dashboards tools in The Firm's directory include Draftworx, joiin, gini and Reach Reporting. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Dashboard Insights's own site, checked 4 Sep 2026. Tell us an answer is wrong

1. Sept 2026 faq updated. Checked by The Firm
2. Sept 2026 added integration: FYI. Checked by The Firm

All directory changes

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