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OUTRISE VISION

OutRise Vision: The Reporting Platform We Built Ourselves

OutRise Vision rebuilds your management accounts from your Xero ledger, reconciles them back to Xero, and turns them into the Board Report every client receives.

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What Is OutRise Vision?

Our approach combines expert human guidance with OutRise Vision, the reporting platform we built ourselves. Vision works from your Xero ledger, so the figures in your reports are the figures in your books.

Every client receives a Board Report from Vision. It opens with a One-Minute Summary of your headline figures and what worked well and what didn't, then covers revenue, key customers, margin, overheads, EBITDA, the balance sheet and cash. What else you receive depends on your service level.

What You Receive at Each Level

Prices for each level are on our pricing page.

EVERY CLIENT

Board Report

Every client receives the Board Report: quarterly at Essential Intelligence, and quarterly or monthly at Strategic Growth Partner.

See Essential Intelligence

STRATEGIC GROWTH PARTNER

Dashboards and Budget

Everything in Essential, plus:

  • The Board Report quarterly or monthly, depending on what you need
  • Dashboards
  • Dashboards for Shopify, Cliniko, Mindbody and TeamUp
  • Budget against actual
  • Client deck
  • Debtor and creditor analysis

See Strategic Growth Partner

VIRTUAL CFO

Everything in Strategic Growth

Everything in Strategic Growth Partner, with our team at your board meetings.

See Virtual CFO

How the Figures Tie to Xero

Vision rebuilds your profit and loss, balance sheet and cash from your Xero ledger, then reconciles them back to Xero. Your reports and your books agree.

What the Screens Look Like

Every screen below shows demo data, not a client's figures.

Dashboards

OutRise Vision dashboard with demo data: revenue, gross margin, net profit and closing cash for the month, a table of actual against budget, and an EBITDA bridge from March 2025 to March 2026.

Headline figures, actual against budget, and what moved profit since last year.

Client Deck

OutRise Vision client deck with demo data: sales, gross profit and EBITDA for June against budget, a one-line summary, and the profit and loss lines against budget.

The month's results against budget, line by line.

Debtor and Creditor Analysis

OutRise Vision aged debtors and aged creditors with demo data: totals split into current, one to three months, four to six months and seven months or more, with the customers and suppliers listed by amount.

Who owes you and who you owe, by age.

Dashboards for Shopify, Cliniko and Mindbody

Clients at Strategic Growth Partner who run their business on Shopify, Cliniko, Mindbody or TeamUp get a dashboard built for that system.

OutRise Vision Shopify dashboard with demo data: net sales, gross margin, contribution and units, and a chart of monthly net sales with contribution margin.

Shopify: sales and margin by month.

OutRise Vision Cliniko monthly performance report with demo data: appointment revenue, and a table of revenue, new patients, attended appointments and rebooking rate for each practitioner.

Cliniko: the monthly performance report, practitioner by practitioner.

OutRise Vision Mindbody club dashboard with demo data: sales recorded, sessions delivered, members trained and bookings to month end, and a chart of sessions delivered against the monthly target.

Mindbody: sessions delivered against the month's target.

What Our Team Adds

Essential Intelligence includes a quarterly online review, Strategic Growth Partner a quarterly or monthly strategy session, and Virtual CFO attendance at your board meetings.

At Strategic Growth Partner we can also prepare your budget, and Vision reports your results against it.

Who It Is For

Vision comes with every OutRise service level. We are chartered accountants in Canterbury, supporting ambitious leaders across the UK.

Questions About OutRise Vision

What is OutRise Vision?

OutRise Vision is the reporting platform we built ourselves. It rebuilds your profit and loss, balance sheet and cash from your Xero ledger and reconciles them back to Xero.

Does every client get a Board Report?

Yes. Every client receives the Board Report. It comes quarterly at Essential Intelligence. At Strategic Growth Partner it comes quarterly or monthly, depending on what your business needs; monthly costs more than quarterly.

Which systems have their own dashboards?

Shopify, Cliniko, Mindbody and TeamUp. Clients at Strategic Growth Partner who use one of them get a dashboard built for that system.

Talk to Us About Your Reporting

Book a focused call with our team to explore your opportunities.

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