Financial Analysis

Numbers That Tell the Story

Live dashboards, AI forecasts, and board-ready reports — built from the data already in your ledger.

Real-Time P&L

Always-current revenue, gross margin, and operating expense breakdowns.

13-Week Cash Flow

Rolling forecasts that update as transactions clear in Xero or QuickBooks.

Custom KPI Dashboards

Track MRR, CAC, runway, gross margin — whatever moves your business.

Budget vs. Actuals

Set departmental budgets and get alerts the moment a category drifts.

Anomaly Detection

Spot duplicate invoices, miscategorized expenses, and missing accruals.

AI Commentary

Get plain-English explanations of why your numbers moved this month.

From raw ledger to board deck

Ingest
Categorize
Reconcile
Analyze
Visualize
Present
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