Management Information

“Your competitive advantage, tailored dashboards and KPIs that drive growth, not guesswork”.

 

Our Management Information Services

  • Board Packs

    We prepare comprehensive board packs that consolidate financial, operational and strategic data into clear, decision-ready formats. Our service ensures directors receive accurate, timely information with insightful analysis – including KPIs, budgets, forecasts and performance metrics. We tailor content to your governance requirements, saving management time while enhancing board discussions and strategic decision-making.

  • API Dashboard Reporting

    Our API-powered dashboards deliver real-time financial and operational insights through customisable visual reports. We integrate data from your accounting, CRM and other systems into intuitive interfaces, providing stakeholders with automated, always-current performance metrics. This enables faster, data-driven decisions while eliminating manual reporting work.

  • Covenant Compliance Testing

    We rigorously test your financial covenants (loan agreements, banking facilities) to ensure ongoing compliance with terms. Our service includes ratio calculations, scenario analysis and early warning of potential breaches. We provide clear reporting to both management and lenders, helping maintain positive banking relationships and avoid technical defaults.

  • Stakeholder Management Support

    We assist with financial communications to investors, lenders and other stakeholders through tailored reporting packages. Our service includes preparing investor presentations, lender reports and ad-hoc analysis – presenting complex financial information in clear, compelling formats that build confidence and transparency with your key stakeholders.

Disclaimer

AMS Accountants Corporate Limited, a company registered in England and Wales. Company No: 07766813. A list of directors is held at the registered office.

The company is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England & Wales. Details about our audit registration can be viewed at www.auditregister.org.uk under reference number C003455154. In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is AXA Insurance UK Plc.

 

Registered company number 00078950, FCA registration number 202312, Registered Office 5 Old Broad Street, London, EC2N1AD.

The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada. Professional Policy number: AB CPI 4431670.

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