Finance at the Speed of AI,
Guided by Expert CFOs
The only finance platform that combines AI-powered analytics with human strategic guidance. Start with self-serve dashboards, upgrade to full fractional CFO support.
AI-Powered Finance Platform
Everything you need to understand your business, make better decisions, and drive growth — without waiting for monthly reports or spreadsheets.
Real-Time Dashboards
Revenue, profitability, cash flow, working capital, and expenses — all updated live from QuickBooks.
AI Actionable Insights
Proactive recommendations that identify cost-saving opportunities, revenue risks, and cash optimization.
Deep Diagnostics
Comprehensive financial health analysis with specific, actionable recommendations to improve margins.
Automated Reporting
10-20 page monthly reports with written commentary on every metric — delivered automatically.
Cash Flow Forecasting
Rolling 12-month forecasts that update as conditions change. Never be surprised by cash again.
Budget vs Actuals
Track performance against budget with variance analysis that explains the "why" behind the numbers.
Benchmarking
Compare your performance against industry peers to understand where you stand.
Data Quality Monitoring
Automatic checks to ensure your financial data is accurate, complete, and investor-ready.
Add Expert CFO Guidance
Upgrade from self-serve analytics to a dedicated fractional CFO who knows your business, answers your questions, and helps you execute.
Dedicated Fractional CFO
A senior finance leader who knows your business and provides strategic guidance.
Monthly Strategy Calls
One-on-one sessions to review performance, discuss strategy, and plan next steps.
Board Deck Preparation
Professional presentations that tell your financial story with clarity and confidence.
Fundraising Support
Financial modeling, due diligence prep, and investor communications.
Pricing & Profitability
Data-driven pricing strategy to maximize margins on every sale.
Exit Readiness
Prepare your business for sale with clean financials and operational improvements.
Full-Service Accounting (Optional Add-On)
Already have solid accounting? Skip this. Want everything under one roof? We offer complete accounting, AP/AR, and bookkeeping services.
Accounting Services
Monthly close, financial statements, reconciliations.
- Monthly close & statements
- Transaction coding
- Bank reconciliations
- 1099s & compliance
AP & Treasury
Bill pay, invoicing, cash management.
- Bill pay & approvals
- Customer invoicing
- Collections support
- Vendor management
Choose Your Level of Service
Start free, upgrade when you need more. No long-term contracts.
Free Dashboard
Self-serve analytics
- All financial dashboards
- Real-time data sync
- Industry benchmarking
- Basic reports
Analytics + AI
Automated insights
- Everything in Free
- AI actionable insights
- Deep diagnostics
- Automated monthly reports
- Risk alerts
Fractional CFO
Full strategic partnership
- Everything in Analytics
- Dedicated fractional CFO
- Monthly strategy calls
- Board deck prep
- Fundraising support
Ready to see your finances clearly?
Connect QuickBooks and get your dashboards in minutes. Free forever, upgrade when you're ready.