Upload your invoices.
Get your boardroom
in 60 seconds.
Xpert IQ transforms raw invoice data — Excel, CSV or PDF — into a rich, interactive financial intelligence dashboard, instantly. No ERP integration. No IT project. No waiting.
Your CFO is still building this report by hand.
Every month, someone in your finance team spends days pulling numbers from Tally, copying into Excel, formatting pivot tables and emailing a PDF that's already out of date. Your MD is making strategic decisions on last quarter's data — and no one has time to answer "which client is most profitable?" without running another query.
Xpert IQ changes that in one file upload.
From file to intelligence
in three steps.
Upload
Drag and drop your invoice file — Excel, CSV or PDF. Xpert IQ auto-detects your column structure and normalises the data. No template required.
Explore
Your dashboard builds instantly. Revenue, Cost, Gross Profit, Margin. Client leaderboards. Segment breakdowns. Monthly, Quarterly, Annual views — live.
Ask
Open the AI Assistant and ask in plain English: "Which segment had the highest margin in Q3?" Get a precise, context-aware answer — built on your actual numbers.
Everything your finance team needs.
Nothing they don't.
Revenue & Cost Analysis
Full breakdown of Revenue, Cost, Gross Profit and Margin — by client, segment, consultant and time period. Instantly filterable, always current.
Client Leaderboard
Ranked view of your top clients by revenue, margin and activity. Know exactly who drives your business and which relationships need attention.
Period Intelligence
Toggle between Monthly, Quarterly and Annual views. Switch between financial years. Charts and KPIs re-aggregate in real time without manual rework.
Transaction Explorer
Search, filter and sort every invoice record. Save filter combinations as named views. Export any filtered dataset to Excel in one click.
AI Financial Assistant
Ask any question about your data in plain English and get a precise, context-aware answer. "What's my receivables exposure this quarter?" Answered in seconds.
Multi-Year Comparison
FY24-25 vs FY25-26 side by side. Track growth, identify trends and build the narrative for your board review — automatically, without an analyst.
Anomaly Detection
AI flags unusual patterns — unexpected cost spikes, margin drops, payment delays — before they become problems. Surfaced automatically, no query required.
GST-Aware Categorisation
Built around Indian tax structures. GST components parsed and categorised automatically. Compliance-ready breakdowns included in every dashboard view.
Role-Based Access
CFO sees the full picture. Accounts team sees what they need. MD gets the narrative summary. One platform, multiple views, no configuration per user.
Walk in ready. For any client, any industry.
Xpert IQ ships with five pre-built industry demo datasets. Any CFO or MD can see their industry's data on screen in under 60 seconds — no setup, no sample data prep required.
Live with clients.
Leading Management Consulting Firm
Delhi · Mid-size · Finance & Advisory
CFO demo: uploaded 6 Excel sheets, received a boardroom-ready financial narrative with anomaly flags within 8 seconds. No ERP. No data analyst.
See it with your own data.
Send us your invoice export and we will build you a live Xpert IQ dashboard before you book a call. No setup. No commitment. Just your actual numbers, beautifully visualised.
