Business-performance intelligence for growing SMEs
Start with selected reports, exports or spreadsheets. No full system rollout required.
Find margin leaks before they compound
Use existing data, not a heavy integration project
Turn scattered reports into action this week
Performance overview
July 2026 • rolling month
3 priorities
Revenue
$184,200
Gross margin
38.6%
Cash position
$92,450
Monthly revenue and margin
Revenue / GM
Top opportunities
Margin leakage identified: $14,600
Margin risk alert
Supplier costs up 8.4% • Late invoices $21,300
Privacy-aware analysis
Selected data sources • Controlled access
You stay in control
Choose the reports, systems and business areas you want to include. Start small and expand only when it makes sense.
Privacy-aware by design
Where possible, direct identifiers can be minimized, masked or replaced before analysis so the focus stays on performance patterns and decision-making.
Clear purpose
Your business information is used only to provide your agreed analysis, reporting and advisory service.
Disconnected inputs
Accounting software
Sales system
Bank data
Spreadsheets
Supplier invoices
Operations data
You do not need perfect data to start. 5Z can begin with the reports, exports and spreadsheets you already use, then expand only when the value is clear.
The real risk is not that the numbers are missing. It is that the warning signs are already there — but nobody has time to connect them.
5Z Intelligence view
Connected
Which customers, products, jobs or locations are quietly eroding profit
Where rising costs and discounting are already leaking margin
Which cash-flow pressures could become urgent if ignored
Which suppliers, processes or spending categories need action now
What to fix first so the business stops losing avoidable money
Performance insight without unnecessary exposure
5Z can focus analysis on categories, patterns, totals, trends and performance movements — rather than relying on names, contact details or other unnecessary identifiers.
Protect margin
See where price increases, supplier costs, discounting, waste or inefficient processes are eroding profit.
Improve cash control
Understand what is coming in, what is going out, and where working capital is being tied up.
Focus management attention
Replace disconnected reports and gut feel with a clear view of the actions most likely to improve performance.
Make better decisions, faster
Get the insight of a finance and analytics function without having to build one internally.
Retail, Hospitality & Multi-Site Businesses
POS exports, stock files, labor summaries, supplier invoices, waste reports and location-level performance.
Project & Service Businesses
Project reports, timesheets, invoices, overdue payments, utilization, job costs and delivery data.
Wholesale, Distribution & E-commerce
Order exports, product margins, customer sales, channel data, stock movement and supplier costs.
Professional Services & Growth Businesses
Client profitability, utilization, pipeline, staffing, delivery effort and cash-flow pressure.
01
Choose what to share
Start with the reports, exports or systems most relevant to the question you want answered. There is no need to connect everything from day one.
02
Minimize unnecessary identifiers
Where appropriate, sensitive identifiers such as names, email addresses, account references or other direct details can be masked, grouped, aggregated or replaced with reference IDs before analysis.
03
Build a clear picture
5Z organizes the relevant information into a practical view of cash, costs, margin, revenue and operational performance.
04
Find opportunities and take action
Receive prioritized recommendations that explain what is happening, why it matters and what management can do next.
Messy inputs
Dashboard
Insights
Action plan
Security & Privacy
Your business information is valuable. Treat it that way.
We understand that financial and operational data is among the most sensitive information in a business. 5Z is designed to help you gain meaningful insight while keeping you in control of what you share and reducing unnecessary exposure wherever possible.
Start with only what matters
You decide which reports, exports, systems and business areas are included. Start with the data needed to answer the question at hand.
Minimize identifiable information
Where appropriate, direct identifiers can be removed, masked, grouped or replaced with internal reference IDs before analysis.
Focus on patterns, not people
5Z can analyze trends in revenue, margin, costs, cash flow, supplier spend, product performance and operational activity without needing unnecessary personal details.
Confidential information is not a product
Your business information is used to provide the agreed service. It is not sold to third parties or used for unrelated commercial purposes.
Is it revolutionary? Not because it is flashy. Because it makes CFO-level insight accessible without a full finance team, a long BI project or unnecessary data exposure.
Overview
Cash Flow
Margin
Costs
Customers
Cash flow and margin movement
Opportunity queue
Supplier cost variance • $6.8k
Late invoice pressure • $21.3k
Discount leakage • 3.2 pts
Priority alerts
Two margin risks and one cash-flow pressure point need management attention this week.
Selected data sources
Identifier minimization where appropriate
Controlled access
Confidential analysis
Works across messy data
Bring together finance, sales, operations, customers, suppliers, projects and spreadsheets without waiting for a perfect data warehouse.
Shows the cost of delay
Surface margin leaks, cash pressure, late payments, rising costs and operational drift before they become bigger problems.
Tells you what to do first
Prioritize the highest-value actions instead of drowning in reports, dashboards and disconnected opinions.
Built for trust
Start small, minimize unnecessary identifiers where appropriate, and keep analysis focused on business performance.
The USP
Fast insight from existing data, privacy-conscious analysis, CFO-level priorities and practical recommendations a team can act on immediately.
“5Z showed us margin leakage we had treated as normal noise. Once we saw the pattern, we knew exactly where to act.”
F
Founder • Professional Services Business
“We stopped debating whose spreadsheet was right. 5Z gave us one view of revenue, margin and operational pressure.”
O
Operations Director • Multi-site Business
“The value was speed. We did not need a major BI project before seeing the decisions that mattered.”
F
Finance Lead • Growth Business
Use selected information to find what you may already be losing — then decide whether to expand.
5Z Insight
Free
For businesses that want to find hidden cost, margin and cash-flow issues before committing to a wider rollout.
Start with up to 5 selected reports or data sources • Compatibility review • Initial financial and operational analysis • Hidden cost and margin-leak scan • Priority recommendations • Clear next-step report
Run a Free Scan
You choose what information is included.
Most Popular
5Z Insight +
$499 / month
For businesses that want ongoing visibility, alerts and decision support.
Everything in the free scan • Ongoing business-performance monitoring • Margin, cash-flow and cost alerts • Privacy-aware data setup, including identifier minimization where appropriate • Full recommendation history • Opportunity and impact tracking • Up to 20 connected data sources • Management-ready reporting
Coming Soon
5Z Advisory
Talk to us
For businesses that want expert help to validate, prioritize and implement improvements.
Everything in 5Z Insight • Expert-led performance reviews • Strategic cash-flow and margin analysis • Custom KPI and reporting design • Guidance on designing a practical, privacy-conscious reporting and data-sharing process • Implementation support • Quarterly business-performance reviews
Talk to 5Z
What is 5Z Consulting?
Who is 5Z Consulting for?
How is this different from a regular BI tool?
How do I get started?
What data do I need to connect?
What systems does 5Z integrate with?
How long does the first scan take?
What does 5Z actually analyze?
What kind of recommendations will I receive?
Are the recommendations verified by humans?
How accurate are the AI recommendations?
What’s included in the free plan?
What does 5Z Insight+ add?
What is 5Z Advisory?
Can I upgrade or downgrade my plan?
Is there a contract or commitment?
Is my business data safe with 5Z?
Who can see my business information?
Do I need to share all of my company data?
Does 5Z anonymize my data?
Does 5Z sell or share my business information?
Can I ask for my data to be deleted?
Can I start with anonymized or aggregated reports?
How do I get help?
What if a recommendation doesn’t apply to my business?
Do you offer onboarding support?
Run Your Free Business Scan
No credit card required. Start with selected reports, exports or spreadsheets.
Compatible data. Clear priorities. Practical next steps.