Dragon Finance · for finance directors and CFOs

Make the big calls on numbers you've already checked.

Every month Dragon Finance tests every account in the books, shows you what looks wrong and how much is at stake, and lays out the options before you decide.

Apply for a pilot place See a sample month

Read-only connection to Xero, or a file from any accounting system.

Dragon Finance: where the sample company stands this month, with the verdict, full-year figures and decisions waiting — Sample company, sample data

Most finance teams find the problem after the decision.

The error turns up after the board pack has gone out.

The forecast lives in a spreadsheet only one person understands.

Six months on, nobody can say why the decision was made.

What you get

From the books to a decision you can stand behind.

Know what's wrong.

Nine tests screen every account every month: suspense balances, balances on the wrong side, unusual swings, missing regular postings, spend running away from budget. Each flag shows the amount at stake.

Account review: 23 accounts checked, 2 flagged with the amount involved — Sample company, sample data

Know what it means.

Variances are traced from the report line to the account and the journal. Cash runway, covenant headroom and risk indicators sit in one place, so there is nothing to rebuild in a spreadsheet.

Variance analysis: EBITDA from budget to actual, broken down by revenue, cost of sales and overheads — Sample company, sample data

Decide with the options in front of you.

Run scenarios, or test a price change, an investment or a new loan. The decision is saved with the figures behind it and the alternatives you rejected. Later, the actual result is read from the books.

Outlook and scenarios: full-year forecast, cash, interest cover and key messages — Sample company, sample data

How a month works

Three steps, every month.

1
Connect

Read-only to Xero, or upload from Sage, QuickBooks, Dynamics, SAP or Excel.
2
Review

The software flags; your team looks, clears or queries.
3
Decide

Weigh the options, record the decision, and see how it turned out.

For finance directors with several clients

All your clients on one screen. The one that needs you sits at the top.

Which month is late, which company's books don't match Xero, which flags are still open, and which decisions are waiting. One list, in order of urgency.

All clients: every company on one screen, with what each one needs next — Sample company, sample data

Why it's different

Reporting tools show you the numbers. Dragon Finance questions them first, then helps you act.

Reporting tools Dragon Finance

Take the numbers as givenTest the numbers first

Produce a packProduce the pack and the list of what's wrong

Stop at the reportCarry through to the decision and its outcome

Early access

We're taking a small number of pilot finance directors.

Dragon Finance has been tested on sample companies and on Xero's demo company. It hasn't yet run on a real client's books, and that's what the pilot is for.

We do

Set it up free, connect one company with its owner's consent, and meet weekly.

You do

Use it for two month-ends and tell us honestly whether it caught real problems and saved you time.

Apply for a pilot place

Questions first?

KAPM Limited is a London company, established in 2010. Email the team about a pilot place, a walkthrough, or anything else about Dragon Finance.

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