Business Intelligence
Dashboards and reports your accountant will trust
Standard reports out of the box, governed self-service exploration, and dashboards — built on the same synced Busy data as Accounting MCP.
- Scheduled delivery
- Multi-company, multi-year
- Role-based access
Ready on day one
- 15
- standard reports
- 12
- semantic models
- 22
- synced data areas
Covering
- Sales
- Purchases
- Finance
- Receivables
- Orders
- Inventory
- GST
Standard reports, ready on day one
Sales
Sales register
Invoice totals and tax components for sales in the selected period.
Sales by customer
Ranked sales value, invoice count, and average invoice value by customer.
Sales by item
Ranked quantity, sales value, and taxable value by item.
Purchases
Purchase register
Invoice totals and tax components for purchases in the selected period.
Purchases by supplier
Ranked purchase value, invoice count, and average invoice value by supplier.
Finance
Ledger statement
Opening balance and running ledger activity for one account.
Day book
Chronological debit and credit entries across the selected period.
Receipts and payments
Receipt and payment entries with a monthly cash-flow comparison.
Receivables
Outstanding receivables
Open receivable balances and bills as of a selected date.
Outstanding aging
Customer receivables grouped by configurable overdue buckets.
Orders
Pending sales orders
Pending order quantities and values by customer and item.
Inventory
Stock summary
Inventory movement totals by item and material centre as of a date.
Stock movement
Inventory inflow, outflow, and net movement for the selected period.
GST
GST sales summary
GST sales taxable value and tax components by HSN and rate.
GST purchase summary
GST purchase taxable value and tax components by HSN and rate.
Working with it
Explore it, arrange it, then let it arrive on its own
The catalogue above is the starting point, not the ceiling. Everything below is what your team does with it once the reports are in place.
- Explore
Governed self-service, not raw SQL
Dimensions, metrics and calculated fields come from managed semantic models. Nobody sees a warehouse table, and nobody writes a query.
- The same metric definitions the assistant uses
- Filters and groupings from your own configured fields
- Drill from a total to the vouchers behind it
- Organize
Dashboards and spaces
Saved content is organised into team spaces, so a dashboard your accountant builds is one your managers can open without rebuilding it.
- KPI tiles, filters and drill-down on one canvas
- Role-based access across dashboards and settings
- Every view stamped with how fresh its data is
- Deliver
Schedules and exports
The numbers that have to arrive every month arrive on their own — scheduled, print-ready, and in the same shape each time.
- Scheduled delivery of any saved report
- Print-ready exports for circulation
- Datasets from files or Google Sheets alongside Busy data
Built for teams, not just individuals
Roles and RBAC
Role-based access control across dashboards, reports and settings.
Audit log
Every access and change is recorded for review.
Tenant isolation
Row-level security on the shared warehouse, per organisation.
BI or MCP?
| Accounting MCP | Business Intelligence | |
|---|---|---|
| How do you use it? | Chat with ChatGPT or Claude | Open the web application |
| Best for | Ad-hoc questions, agent workflows | Recurring reporting, scheduled delivery |
Accounting MCP
- How do you use it?
- Chat with ChatGPT or Claude
- Best for
- Ad-hoc questions, agent workflows
Business Intelligence
- How do you use it?
- Open the web application
- Best for
- Recurring reporting, scheduled delivery
Same governed data, either way.
Frequently asked questions
Do I need the MCP product too?
No — they run on the same data, so you can use either one alone or both together.
Can my team have different access levels?
Yes — role-based access control governs dashboards, reports, and settings per user.