CFO Intelligence Dashboard
Your real-time financial command center. Upload Xero or QuickBooks trial balance, get board-ready AI reports in under 30 seconds.
Your Financial Command Center
See what your dashboard looks like the moment you upload a trial balance.
From Upload to Insight in 4 Steps
No setup wizards, no onboarding calls. Just upload and go.
Add Your Client
Enter the company name, select the accounting platform (Xero or QuickBooks), and choose the reporting period.
Upload Trial Balance
Export your trial balance as CSV or Excel. Drag-and-drop it into the dashboard. Column mapping is automatic.
Instant Intelligence
Within 30 seconds, all 7 analytics tabs populate with KPIs, charts, alerts, and an AI-written executive narrative.
Historical Comparison
Upload prior periods to unlock month-on-month variance analysis, trend charts, and period-over-period commentary.
7 Tabs of Financial Intelligence
Every angle of your client's financial health, auto-generated from a single trial balance upload.
Overview
8 headline KPIs with month-on-month variance, 12-month trend sparklines, and an AI-generated narrative summary of the period.
P&L Statement
Full revenue, direct costs, and operating expenses breakdown. Every line shows absolute value and percentage of revenue.
Revenue Analytics
Revenue bar charts by category, pie chart for revenue mix, and 12-month trend area chart showing growth trajectory.
Cost Analysis
Top 10 expense categories ranked, direct costs vs operating expenses split, and staff cost benchmarking against revenue.
Cash & Balance Sheet
Bank account balances, current ratio and quick ratio gauges, and accounts receivable vs accounts payable aging.
Automated Alerts
Severity-ranked alerts across three tiers: Critical issues requiring immediate attention, Warnings to monitor, and Info-level observations.
AI CFO Narrative
A 3-paragraph executive commentary written by AI. Covers financial performance summary, key risks and opportunities, and period-on-period comparison with actionable recommendations.
Built for Speed, Privacy & Scale
Everything a modern CA firm or finance team needs, nothing they don't.
Local Data Storage
All uploaded data stays on your local environment. No cloud sync, no third-party storage. Full data sovereignty.
Zero Manual Entry
Upload a trial balance file and every report auto-populates. No re-keying, no formulas, no formatting.
Multi-Client Portfolio
Manage unlimited clients and reporting periods from a single dashboard. Switch between companies in one click.
Role-Based Access
Admin, manager, and viewer roles. Control who can upload data, generate reports, or just view the dashboard.
One-Click PDF Export
Generate board-ready PDF reports instantly. Branded, formatted, and ready to share with stakeholders or attach to emails.
Xero & QuickBooks Native
Built specifically for Xero and QuickBooks trial balance formats. Zero configuration needed after export.
See Your Finances
in a New Light
Upload your first trial balance and get instant AI-powered insights. Free to try.