How DashboardIQ Works
From messy financials to clear dashboards in minutes – not days.
1
Upload Your Financials
Export your P&L, Balance Sheet, and Cash Flow from your accounting software as Excel files. Drop them into DashboardIQ.
2
Pick Your Industry & Map Once
Select your industry (SaaS, services, construction, e-commerce, etc.) and let DashboardIQ auto-map your accounts to GAAP sections.
3
Get Dashboards in Minutes
Instantly see your KPIs, trends, budget vs actual, cash runway, and benchmarks – all in beautiful, shareable dashboards.
4
Add Forecasting When Ready
When you need to project the future, add our forecasting add-on. Build 3-month to 5-year scenarios with the same engine that powers CashFlowIQ.
That's It. Really.
No consultants. No implementation projects. No training bootcamps. Just upload, pick your industry, and go.
Start DashboardIQ