Everything You Need in One Dashboard
Industry-specific dashboards, clear financials, and AI-powered insights – all designed for people who run businesses, not spreadsheets.
Industry-Specific Dashboards
Pick your industry and get dashboards built for how your business actually works. No customization headaches.
SaaS & Subscriptions
Key metrics: MRR, ARR, Churn, LTV, CAC, Rule of 40, Net Revenue Retention
Professional Services
Key metrics: Billable Hours, Utilization Rate, Revenue per FTE, Project Margins
Productized Services / BPO
Key metrics: Package Revenue, Delivery Efficiency, Package Margin, Capacity Utilization
Construction & Projects
Key metrics: WIP, Backlog, Project P&L, Overbilling/Underbilling, Gross Profit
E-commerce & DTC
Key metrics: AOV, CAC, LTV, Inventory Turnover, Return Rate, Gross Margin
7 Dashboard Tabs Per Industry:
Powerful Features, Simple Experience
Expandable Financial Statements
Start with the big picture, then click to drill down. See your P&L, Balance Sheet, and Cash Flow with as much – or as little – detail as you need.
Budget vs Actual Tracking
Instantly see where you're above or below plan. Spot variances before they become problems.
Cash Runway & Funding View
Perfect for startups: see exactly how long your cash will last and when you need to raise or cut costs.
Benchmarks & KPIs
Compare your performance against industry peers. Know if your margins and metrics are healthy – in plain English.
One-Click Exports
Generate bank-ready PDFs, Excel files, and HTML dashboard exports. Share professional reports with your board, lenders, or clients in seconds.
Smart Data Upload
Upload Excel files with intelligent parsing. Auto-detects P&L, Balance Sheet, and Cash Flow with GL account auto-mapping to GAAP sections.
CFO-Level Insights, Automated
Advanced analysis tools that do the heavy lifting. Get the insights a CFO would deliver – without hiring one.
CFO Workflow Alerts
Configurable business rules and variance monitoring. Get automated threshold-based alerts when revenue drops >10% or expenses spike >15%.
Variance Highlights
Automatically surfaces the top 3 favorable and top 3 unfavorable variances. Priority-ranked alerts so you see what matters first.
Board Pack Generator
Auto-generates 5-section executive PDF reports: Executive Summary, Financial Performance, KPI Dashboard, Trend Analysis, and Recommendations.
Narrative Autopilot
AI-generated board-ready CFO commentary: What happened → Why → So what → Now what. Complete with executive summary and recommendations.
Spike Alerts
Detects significant month-over-month spikes and drops in financial metrics. Visual alerts with drill-down to understand root causes.
AI Financial Assistant
Your AI CFO on call 24/7. Ask questions like "What drove revenue increase?" and get AI-powered insights with full financial context.
SaaS Cohort Analytics
Customer retention analysis by cohort, Net Revenue Retention curves, LTV tracking over time, and cohort-based churn visualization.
Connect Your Accounting Software
Sync your data automatically. No more manual exports and uploads.
Xero
BetaFull OAuth2 authentication with automated data sync
QuickBooks
Coming SoonAutomated P&L, Balance Sheet, and Cash Flow import
Sage
Coming SoonAPI-based sync with Sage Business Cloud
Add Forecasting When You're Ready
Dashboards are always included. When you need to project the future, add our GAAP-compliant forecasting engine – the same one that powers CashFlowIQ.
- • 3-month to 5-year forecasts
- • P&L, Balance Sheet, and Cash Flow projections
- • Multiple scenarios (base, best, worst case)