Found cheaper? We match it — see conditions. Incorporation and secretary transfer also carry a 30-day money-back guarantee.
One number looked wrong. Nobody could say why. So it just stopped getting opened — not fixed, not flagged, just avoided.
Not one client's story. The moment that quietly ends most dashboards, and the reason most of them were never wrong to begin with — just unprovable.
1
unexplained number is usually all it takes to stop someone opening it again
What actually makes a dashboard something you can trust
Four things, one screen
METRICS
The metrics that matter
A handful chosen against what the business actually decides on — not a default template with forty tiles nobody reads.
LIVE
A live read of the same ledger
Wired to the bookkeeping already being kept, not a monthly export pasted into a separate charting tool.
TRACE
A number you can open back up
Follow a figure to the entry, invoice or transaction it's built from — not asked to just take the chart's word for it.
REVIEW
A cycle review with an advisor
Someone walks through it with you and turns what moved into a decision, not just a colour on a chart.
+ none of this works if the bookkeeping behind it isn't being kept — a dashboard can only show what's actually being recorded
+ that's also the honest build order: current books first, the screen built on top of them second
The moment most dashboards actually die
This isn't one client's real numbers — it's the shape of the moment that quietly ends most dashboards, made concrete:
Nobody announces this. The dashboard doesn't get deleted; it just stops being where anyone actually checks a number — and whatever it cost to build keeps costing the same either way.
The number is still yours to act on
A dashboard surfaces the figures. Whether they're being acted on — or even whether the books behind them are being kept properly — stays the company's job, whoever built the screen.
Malaysian company law places the duty to keep proper accounting records on the company and its directors, regardless of who prepares a report or a view drawn from them. A dashboard changes how a number is seen — it does not change who is answerable for the record behind it. The precise statutory basis is being confirmed with legal before this page cites a specific provision.
The one question that decides this
Anyone can put your numbers on a screen. Almost nobody can prove the number is right.
What happens the moment a number looks wrong
On pulling numbers onto a screen, a BI tool and OCTIS do the same job. The difference shows up the moment a figure looks off:
Why a number here can be traced, not just charted
Your bookkeeping already lives in the account
not exported to a separate BI tool from somewhere else
Every figure on the screen reads from those same entries
the same ledger, not a copy pulled out and reshaped for a chart
A number can be opened back to the transaction behind it
the invoice, the payment, the entry — not just the bar on the chart
Checking a number stops being a request
traceable directly, not an email to whoever built the dashboard asking them to re-check their export
A dashboard tool bought on its own is fed whatever gets exported to it. It has no way to check that export against the books, because it doesn't keep the books — it charts a wrong number exactly as confidently as a right one. Only a system already holding the ledger can show you where a number actually came from.
The one thing that decides whether a number can be trusted
Whether a screen like this is honest or just decorative comes down to one fact, not a matter of degree:
That's the whole reason the build order matters: current books first, the screen built on top of them second, never the other way round.
What keeps the numbers honest without extra work
0
separate exports or reconciliations run to keep the dashboard matching the books — it reads the same ledger the books already are, not a copy pulled out of it.
What a BI tool's engagement can't check
What they do well
A dashboard or BI tool is genuinely good at this part: pulling numbers into a chart, colouring in the trend, making a screen that looks like control.
What their shape can't reach
It's fed whatever gets exported to it, and its job ends at the chart. It has no way to check that export against the books — it doesn't keep them — so it charts a wrong number exactly as confidently as a right one.
The chart was never the hard part. Knowing the number underneath it is right, is — and that only comes from whoever's actually holding the books.
From the metrics you pick to a quote that reflects them
There's no published price to show — Strategy has no fixed-fee catalogue rate for this — so here is the actual sequence instead, including the branch that happens before any screen gets built:
You tell us the handful of numbers that actually run the business
revenue, margin, cash, sales — whichever ones decisions actually turn on, not every number available
We check what's behind them
whether the bookkeeping and records those metrics would trace back to are current enough to build on
If they're not yet, we say so
the honest next step is getting the books current — not building a screen on top of ones that aren't
Once they are, the dashboard is built and quoted
priced on the metrics tracked and how often you review them with an advisor, then reviewed with you every cycle
The quote reflects how many metrics and how often you review them — a two-metric dashboard checked quarterly and a twelve-metric one checked monthly cost different amounts of advisor time. What doesn't change is the order it gets built in.
Who does the work
OCTIS's advisory team
Metric selection, the build and the cycle reviews are handled by advisors working from the bookkeeping already in your account.
Price
Quote-based — no published rate
Strategy has no fixed-fee catalogue price for this; every quote is scoped to the metrics tracked and the review cadence, not a flat monthly fee.
Not included
Bringing books that aren't current up to date
That's a bookkeeping engagement in its own right, priced and delivered separately — see it before this, not after.
Not covered
- A dashboard cannot show what nobody records. If the bookkeeping behind a metric isn't being kept, that metric doesn't belong on the screen yet — the dashboard doesn't close that gap, it just displays it faster.
- If your books aren't current, the honest next step is the bookkeeping engagement, not this one — buying the dashboard first only buys a screen with the same untraceable numbers already on it.
- There is no published price here because Strategy has no fixed-fee catalogue product for this — every quote is scoped to the metrics tracked and how often you review them with an advisor, not a flat monthly rate.
How much does this actually cost?
There's no published rate — Strategy has no fixed-fee catalogue price for a dashboard. The quote is scoped to how many metrics you track and how often you want to review them with an advisor, and it's given after we've checked that the bookkeeping behind those metrics is current enough to build on.
Why not just connect a BI tool to my spreadsheets?
You can, and it will chart whatever you give it. What it can't do is check that export against your books, because it doesn't keep them — a wrong number gets charted exactly as confidently as a right one. Here, the dashboard reads the same ledger your bookkeeping already is, so a number can be opened back to the entry behind it.
What if our bookkeeping isn't up to date yet?
Then the honest next step is getting it current, not building a screen on top of it. We'll say so plainly rather than deliver a dashboard whose numbers can't actually be traced back to anything.
What actually happens in the cycle review?
An advisor walks through the dashboard with you each cycle and works through what moved and why, turning a chart into a decision rather than leaving you to read it alone.
Do I need OCTIS bookkeeping or accounting for this to work?
It's built from whichever 
bookkeeping and records already hold your figures. If those aren't in yet, that's usually the first step — the dashboard is built from an account that already knows your numbers, not a fresh export assembled just for the chart.
A number nobody can check was never a decision-making tool — it's a screen you eventually stop opening.
Tell us the handful of numbers that actually run the business. We'll tell you plainly whether the books behind them are ready for a screen like this — and if they're not yet, exactly what would get them there.