Upload your invoices, billing summaries, or P&L in Excel or PDF.
Xpert IQ auto-analyses the structure and builds a fully customisable
dashboard — no spreadsheet skills needed.
① Select Industry Demo
or upload your own data
📂
Drop Files Here
Supports Excel (.xlsx, .xlsm, .xls, .csv) and PDF
Xpert IQ auto-detects columns and maps them to your dashboard.
Multi-file · Batch processing · Auto column mapping
Processing…
Overview
Revenue
Costs
Analytics
Breakdown
Transactions
⚙ Customise
Revenue & Cost Trend
Monthly
Gross Profit / Month
Revenue by Segment
Revenue by Type
Top Clients by Revenue
Revenue by Month
Revenue by Segment
Pipeline view
Payment Status Distribution
Revenue by Segment — Detail
Segment ↕
Txns ↕
Revenue ↕
Cost ↕
Gross Profit ↕
GP% ↕
Revenue Share
Cost Category Breakdown
Cost by Category
Cost Category Pipeline
Revenue vs Cost by Segment
Profit Bridge
Revenue → Cost → Gross Profit
Quick Analytics
Client Revenue Leaderboard
#
Client ↕
Deals ↕
Revenue ↕
Cost ↕
Gross Profit ↕
GP% ↕
Last Date
Consultant / Owner Leaderboard
#
Name ↕
Deals ↕
Revenue ↕
Avg Deal ↕
Clients ↕
GP%
Revenue Share
Revenue by Transaction Type
Full Monthly Trend
Revenue, Cost & Gross Profit
Saved Views:
ID ↕
Date ↕
Client ↕
Segment ↕
Type ↕
Consultant
Revenue ↕
Cost ↕
GP ↕
GP%
Status ↕
GST
Quick Questions
Dataset Context
Actions
✦
Xpert IQ Assistant
Powered by Claude · Context-aware financial analyst
No key
✦
Hello! I'm your Xpert IQ Financial Assistant. I have full access to your loaded dataset and can answer questions like:
• "What is the total revenue and gross margin?"
• "Which segment has the best profitability?"
• "Show top 5 clients by revenue"
• "What is our collection rate?"