Ruby · Finance

Need Advice: Need a simple platform to dashboard/ report financial data.

Jason Woodlee Part Time CTO , Technologist with 20yrs experience

June 10th, 2013

Would like to integrate data from multiple sources.
I dont mind running a local server with something open source but hosted cloud would be cool as well.
Need to be able to import data that currently resides in mysql but if possible a bit of csv exports for google analytics as well. What have you used/ liked? 

Christopher Smothers

June 11th, 2013

Dashing is nice and simple

Jeff Bennion CFO | Professional Engineer | MBA | Project Manager | Consultant | Naval Officer | Aspiring iOS Developer

June 24th, 2013

Can any of these tools pull data directly from Quickbooks?  I did a quick look at each one and couldn't find anything, but I may have missed it.

Gaurav Garg

June 10th, 2013

Jason, If you want to build some slick self help reports/dashboards, you can consider Tableau. If you are comfortable with SQL, you can set it up yourself. Happy to introduce you to Vizual Outcomes, a friend on FD. Regards Gaurav

Alasdair Clements Co-Founder, GoCAR GPS-Guided Tours

June 25th, 2013

Webkpi pulls directly from your QuickBooks file

Jason Woodlee Part Time CTO , Technologist with 20yrs experience

June 11th, 2013

Tableau looks awesome but likely more complex than I need and alot more expensive. I was really thinking quick easy. I believe I have 1-2 mysql dbs or csv from them and if i can a bit of google analytics to tie in if possible. 

Has anyone looked at


Tomer Horev Founder at New content marketing start-up

June 17th, 2013

We used, a cool tool for small budget.

Juston Brommel Growth Strategist & Advisor to CEOs

June 11th, 2013

I agree, Tableau is my favorite dashboard software. They make it almost impossible to understand their pricing model for report creator licenses and report consumer licenses. If you have too many, it can get expensive. There are way to work around the pricing however, especially if you don't mind emailing reports to your consumers - rather than having them inside working dashboards where they can radically alter the info on live data.

Feel free to ping me if I can assist further.

Cheers, Juston

Alton Alexander PhD Dropout / Engineer / Data Scientist / Founder

June 23rd, 2013

Don't know what you budget looks like but is making some good traction and might fit the bill.