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Reporting & dashboards

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.

For Accounting firms Bookkeepers Advisory and CFO services

Last checked
3 September 2026

Dashboard Insights is a software that provides data and AI solutions for accounting and bookkeeping firms. It helps firms optimise operations, automate compliance, and enhance advisory services. The platform integrates with Xero and Xero Practice Manager to deliver real-time insights on performance metrics.

Firms can use Dashboard Insights to track productivity, profitability, and workflows. The software is designed to empower teams with data-driven visibility and insights, enabling informed decision-making.

Compiled by The Firm from the vendor's website and app-store listing, checked 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.

What it does

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

Works with

Open an integration to see every listed tool that plugs into the same stack.

Built for

Accounting firms · Bookkeepers

From firms

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Common questions

Dashboard Insights, answered

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.
Changes

What changed on this listing

Dated changes to what Dashboard Insights is: prices, integrations, features, regions. Since September 2026. All directory changes.

  1. Sept 2026: added integration: FYI. Checked by The Firm.
From The Firm

Our coverage of Dashboard Insights

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Alternatives in Reporting & dashboards

Other reporting and dashboards tools in the directory, in the directory's usual order. Listing is not a ranking.

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