QypuSample report · demo data

This is a fictional business. The numbers are demo data. Nothing here is from a real customer. Sign proposals and connect your own systems after you get started free.

Synthetic example · invented business and numbers
qypu Discovery · Larkspur & Vale (fictional) · 10-49 staff

First insight · within 48 hours of connecting

We found that you may be able to save €1,620 to €1,960 a year and bill €180 to €1,380 of work now.

From 90 days of your own records. Every number links to the record it came from.

What we found

Also check before you pay (1)

  • Supplier bank details changed · €312 open
€1,620 to €1,960 a year[16][17][18][19][20]
CONFIRMED

Tools you pay for twice

You pay for Google Workspace and Dropbox for file storage. You may be able to drop Dropbox.

Why we think this

Two tools for file storage, each paid in 2 or more months. Dropbox costs €1,620 a year. 2 of 22 Google Workspace seats show no sign-in in 30 days. 4 of 9 Dropbox seats show no sign-in in 30 days.

How sure: high. Paid in every month of the window, and sign-in data agrees

What would change our mind: Tell us if Dropbox is required by a client, or holds files you must keep.

Sources: Xero, Google admin[16][17][18][19][20][21]and 2 more

€180 to €1,380[24][25][26][27][28][29]and 9 more
CONFIRMED

Work you may not have billed

You met Harbour & Pine Ltd for 11.5 hours in September and have not invoiced them since.

Why we think this

8 meetings with Harbour & Pine Ltd add up to 11.5 hours, over our 4-hour line, with no invoice that month or the next. At their usual invoiced rate of €120 an hour, that may be €1,380. €185 of costs you paid for them is marked billable and not yet recharged.

How sure: medium. We do not yet know if you bill this client by the hour

What would change our mind: Tell us if Harbour & Pine Ltd pays a fixed fee or a retainer, or if these meetings were not billable.

Sources: Xero, Google Calendar[24][25][26][27][28][29]and 9 more

€1,200 to €10,450 overdue[9][10][11]
CONFIRMED

Cash tied up in late invoices

€1,200 is overdue by more than 30 days. 2 customers pay late most of the time.

Why we think this

These customers paid more than 15 days after terms on 2 or more of their last 3 invoices. Cobalt Marine Ltd was late on 3 of 3 and owes €6,800 past due. In all, €10,450 is overdue.

How sure: high. Dates and amounts come straight from your invoices

What would change our mind: Tell us if you agreed longer terms with a customer; we will stop counting them as late.

Sources: Xero[9][10][11][12][13][14]and 1 more

What we looked at, and what we could not see

What we looked at

  • Google Admin4 records
  • Google Calendar95 records
  • Google Workspace333 records
  • Xero130 records

What we could not see

  • We did not read any email text or attachments, only sender domains and dates.
  • We did not read meeting titles, notes, or who attended, only client email domains and lengths.
  • We never see full bank account numbers, only the last 4 characters.
  • We saw no payroll.

What we checked and ruled out (5)

  • Duplicate toolsBox: billed only once, so too early to call.
  • Duplicate toolsMicrosoft 365: we will ask you first.
  • Bank changeQuayside Cleaning Ltd: nothing is due to them.
  • Unbilled workOne look-alike: a personal email address.
  • Unbilled workOakmere Dental Group Ltd: no rate or costs to price it.

We show these so you can see we did not invent urgency.

Sources

  1. [1]Bill: unpaid amount on open bills to this supplier (2 records).Xero · Bill · bill-00072, bill-00071 · read 4 Oct, 10:00
  2. [3]Supplier bank detail: a different keyed hash for the same supplier (2 records).Xero · Supplier bank detail · supplierbankdetail-00081, supplierbankdetail-00085 · read 4 Oct, 10:00
  3. [9]Invoice: overdue by more than 30 days, rounded down to 10.Xero · Invoice · salesinvoice-00528 · read 4 Oct, 10:00
  4. [10]Invoice: all overdue, rounded up to 10 (2 records).Xero · Invoice · salesinvoice-00523, salesinvoice-00527 · read 4 Oct, 10:00
  5. [12]Invoice: threshold (4 records).Xero · Invoice · salesinvoice-00522, salesinvoice-00521, salesinvoice-00526 and 1 more · read 4 Oct, 10:00
  6. [16]Bill: the cheaper duplicate's annual cost, rounded down to 10 (3 records).Xero · Bill · bill-00034, bill-00046, bill-00058 · read 4 Oct, 10:00
  7. [19]Seat sign-in: low plus unused seats x seat price x 12, rounded up to 10 (2 records).Google admin · Seat sign-in · seatusage-00075, seatusage-00076 · read 4 Oct, 10:00
  8. [21]Bill: average paid per billing month x 12 (3 records).Xero · Bill · bill-00033, bill-00045, bill-00057 · read 4 Oct, 10:00
  9. [24]Bill: billable expenses not rebilled, rounded down to 10.Xero · Bill · bill-00073 · read 4 Oct, 10:00
  10. [25]Calendar event: meeting hours x hourly rate, rounded up to 10 (13 records).Google Calendar · Calendar event · calendarevent-00427, calendarevent-00428, calendarevent-00429 and 10 more · read 4 Oct, 10:00
  11. [33]Invoice: meeting hours x hourly rate, rounded up to 10.Xero · Invoice · salesinvoice-00517 · read 4 Oct, 10:00

Is Microsoft 365 still needed for file storage, for example because a client requires it? Do you bill clients by the hour, by fixed fee, or by retainer? Each answer can change these numbers.