What You’ll See
- Crystal-clear cash flow across weeks and quarters.
- Risk radar flags churn, AR issues, and spend spikes.
- Scenario planning: best/worst cases with levers.
- Daily brief to your inbox or Slack at 8 AM.
Where ROI Comes From
- Earlier detection of cash crunches and revenue shortfalls.
- Automated variance analysis and anomaly alerts.
- Spend optimization and vendor consolidation insights.
- Pricing and margin recommendations by product/segment.
Connect Your Data
- QuickBooks / Xero / Netsuite
- Stripe / Chargebee / Recurly
- Salesforce / HubSpot
- Bank feeds & spreadsheets
Request a Finance Readiness Check
We’ll verify data quality and show you what your first 30 days of insights will look like.
Under the Hood
- Ingests GL, billing, pipeline, and bank data securely.
- Runs forecasting models and variance checks nightly.
- Surfaces insights with explanations and recommended actions.
- Exports to slides, spreadsheets, and dashboards automatically.
Enterprise-grade security, SOC2-aligned controls, and audit trails available.