CFO-Grade Dashboards for Real Businesses – Without the CFO Price Tag
Upload your financials once and get the dashboards, KPIs, and insights you need to run your business – in plain English.
Trusted by multiple teams and growing businesses
Who DashboardIQ is For
Whether you run a startup, own an SME, or advise clients – get finance clarity without finance-speak.
Startups & SaaS Founders
Track MRR, churn, runway, and cohort analytics without spreadsheet chaos
SME Business Owners
See your margins, cash flow, and performance at a glance with AI-powered insights
CPA & Accounting Firms
Deliver modern CFO-grade dashboards and board packs to every client
Fractional CFOs & Advisors
Productize your expertise with consistent, automated reports and alerts
What You Get
Everything a CFO would build for you – without hiring a CFO or wrestling with spreadsheets.
Industry-Specific Dashboards
Pre-built for SaaS, professional services, BPO, construction, and e-commerce. 7 dashboard tabs per industry.
Clear Financial Statements
P&L, Balance Sheet, Cash Flow – with expandable drill-down detail. No more hunting through tabs.
Board Pack Generator
Auto-generate 5-section executive PDF reports: Summary, Performance, KPIs, Trends, and Recommendations.
CFO Alerts & Variance Detection
Automated alerts for revenue drops, expense spikes, and the top 3 favorable/unfavorable variances.
Narrative Autopilot
AI-generated CFO commentary: What happened → Why → So what → Now what. Board-ready in seconds.
AI Financial Assistant
Your AI CFO on call 24/7. Ask questions in plain English, get instant insights and recommendations.
Why It's a No-Brainer
Stop spending hours every month building reports from scratch. DashboardIQ does the heavy lifting so you can focus on running your business.
- No more guessing your numbers
- No more 20-tab Excel monsters
- No more starting from scratch for each client
- No more waiting days for financial reports
- No more broken formulas and version conflicts
- Let AI explain your financials in plain English
- Automated alerts when metrics go off track
Average time saved vs manual Excel reporting
DashboardIQ vs DIY Excel vs Other Tools
See how DashboardIQ stacks up against manual spreadsheets and traditional software.
See Full ComparisonReady to Get Financial Clarity?
Join growing businesses getting CFO-grade insights without the CFO price tag.