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
Professional Services
Key metrics: Utilization, Billable Hours, Revenue per FTE
Productized Services
Key metrics: Package Revenue, Delivery Efficiency, Margins
Construction & Projects
Key metrics: WIP, Backlog, Project P&L, Overbilling
E-commerce & DTC
Key metrics: AOV, CAC, LTV, Inventory Turnover
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.
AI-Powered Financial Assistant
Your built-in AI copilot. Ask questions like "Why did margins drop?" or "What's driving cash burn?" and get instant, intelligent answers. AI analyzes your data, explains variances, and suggests actions – all in plain English.
One-Click Exports
Generate bank-ready PDFs and Excel files. Share professional reports with your board, lenders, or clients in seconds.
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)