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.
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spends days pulling numbers from Tally, copying into Excel, formatting pivot tables and emailing a PDF that's already out of date.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.
Drag and drop your invoice file — Excel, CSV or PDF. Xpert IQ auto-detects your column structure and normalises the data. No template required.
Your dashboard builds instantly. Revenue, Cost, Gross Profit, Margin. Client leaderboards. Segment breakdowns. Consultant performance. Monthly, Quarterly, Annual views.
Open the AI Assistant and ask in plain English: "Which segment had the highest margin in Q3?" Claude answers from your actual data — not a generic response.
Full breakdown of Revenue, Cost, Gross Profit and Margin — by client, segment, consultant and time period. Instantly filterable.
Ranked view of your top clients by revenue, margin and activity. Know exactly who drives your business and who's underperforming.
Toggle between Monthly, Quarterly and Annual views. Switch between financial years. Charts and KPIs re-aggregate in real time.
Search, filter and sort every invoice record. Save filter combinations as named views. Export any filtered dataset to Excel in one click.
Powered by Claude. Ask any question about your data in plain English and get a precise, context-aware answer — built on your numbers.
FY24-25 vs FY25-26 side by side. Track growth, identify trends and build the narrative for your board review — automatically.
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.
"This is what your data looks like the moment you upload your invoice file. No IT team. No ERP integration. No six-month project. Your CFO has this view by end of week."
Send us a sample invoice file and we'll show you what Xpert IQ builds from it — live, in your first call.