InsightX
InsightX — TaxCalc Financial Analysis & KPI Dashboard
Upload a TaxCalc Excel export and InsightX automatically groups accounts into financial categories, detects previous year and current year columns, calculates key metrics and ratios, and displays everything across three structured tables and five charts.
Built for accountants who analyse client financials
InsightX is designed for accountants and managers who regularly need to understand a client's financial position quickly and present it clearly — without spending hours on manual analysis.
People producing client analysis
Turn a TaxCalc export into a complete financial analysis in seconds — without building pivot tables or calculating ratios by hand.
- No manual account grouping
- Ratios and metrics calculated automatically
- Ready-to-present output
People reviewing client KPIs
Get a structured financial summary for any client in seconds — useful before meetings, reviews or advisory conversations.
- Consistent format for every client
- Year-on-year comparison built in
- Charts ready for client meetings
People providing financial insight
Use InsightX to support advisory conversations with a clear, structured view of financial performance without manual analysis overhead.
- Supports advisory and review meetings
- Financial ratios ready to discuss
- Reduce preparation time before every meeting
Early Access
See how InsightX can help your firm turn TaxCalc exports into structured financial analysis and KPI dashboards without any manual work.