Design Partner
ExecSnap maps CSV and XLSX exports from accounting software — profit and loss and balance sheet — into one clearer, consistent report structure for business owners and advisor-facing discussion.
The aim is not to replace accounting work, but to make exported data easier to review, compare and explain — especially when the real question is not just “what are the numbers?” but “what is happening in the business?”
The current report includes a compact owner brief, profitability and liquidity views, accounting control, signals, charts and a more detailed advanced layer.
I’m looking for practising accountants, bookkeepers, practice owners and finance advisors who would be open to reviewing the workflow, giving practical feedback or discussing a short pilot.
If there is a strong fit, broader partnership may also be possible later.
Useful links
Example report
Project overview
Full form
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