Bookkeeping on autopilot. Dashboards that actually tell you something.
Our software delivers CFO automation services — live dashboards, automated cash flow forecasts, real-time P&L and balance-sheet ratios, and working capital insights — without the cost of a full-time CFO. The platform closes your books, reconciles your bank feeds, and builds the KPIs your board actually wants to see. You stop chasing data and start running the business.
Bookkeeping Automation
We ingest your transactions from QuickBooks, Xero, bank feeds, payroll, and AP/AR — then auto-categorize, reconcile, and flag the exceptions for a human reviewer.
- Auto-categorization against your chart of accounts
- Bank & credit card reconciliation with rule learning
- AP/AR matching from Bill.com and invoicing tools
- Payroll posting from Gusto and Paylocity
- Monthly close checklist managed by a Cendora bookkeeper
- Exception queue you review in minutes, not days
- Year End Reconciliations
Dashboard Building
Your books power a live financial cockpit — KPIs refreshed nightly, drill-down to the journal entry, and a clean view you can share with your board, investors, or bank.
- KPI cockpit: EBITDA, Gross Margin, DSO, DPO, Current Ratio, Cash Runway
- P&L drill-down from total revenue to a single transaction
- Weekly Cash Command Center & Daily Ops Review
- Budget vs. actual with variance flags
- Industry benchmarks layered on your numbers
- Read-only share links for your board & lenders
Four steps from messy books to a real dashboard.
Connect & ingest
Link QuickBooks, Xero, your bank, Gusto, Paylocity, and Bill.com. We pull historical data too.
Automate the close
Daily auto-categorization, reconciliations, and an exception queue worked by a Cendora bookkeeper.
Build the dashboard
We design your KPI cockpit around your industry, model, and the metrics your board actually asks about.
Share & decide
You get a live link. Your board, investors, and lenders see clean numbers — no more email PDF roulette.
Every view a CFO actually opens.
KPI Cockpit
EBITDA, Gross Margin, Current & Quick Ratio, Debt/Equity, Inventory Turnover — all live.
P&L Drill-Down
Click any line, all the way down to the journal entry that drove it.
Weekly Cash Command Center
13-week cash forecast, AR aging, AP timing, runway in weeks not guesses.
Budget vs. Actual
Department and project budgets with monthly variance flags.
Monthly Storybook
An auto-generated narrative of what changed and why — ready to send to the board.
Audit Trail
Every reconciliation, rule, and adjustment is logged. Audit-ready by default.
Built for founders who want a CFO outcome without a CFO salary.
You stay in the driver's seat. We handle the close, the reconciliations, and the dashboard. You see your business clearly — every week, not 45 days after quarter-end.
Service businesses
Agencies, consultancies, and pro services scaling past $1M ARR.
E-commerce & DTC
Multi-channel sellers who need real COGS and contribution margin.
SaaS startups
Founders preparing for a raise who need clean MRR, burn, and runway.
Multi-entity operators
Holding cos and franchise groups consolidating across LLCs.
See your numbers in one live cockpit.
Book a 30-minute walk-through. We'll show you the dashboard live, mapped to a business like yours.