The intelligence every CFO deserves

CFO-grade financials,
|

Connect your QuickBooks account and instantly unlock your full financial dashboard — P&L, balance sheet, cash flow, forecasts, and AI insights.

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< 2 min
Setup time
12 mo
History loaded
6
Finance modules
100%
QBO sync
P&L Report
Balance Sheet
Cash Flow
12-month Forecast
Audit Insights
AI CFO Chat
Scenario Modeling
Auto-sync QBO
Runway Analysis
Margin Tracking
Anomaly Detection
Executive Alerts
P&L Report
Balance Sheet
Cash Flow
12-month Forecast
Audit Insights
AI CFO Chat
Scenario Modeling
Auto-sync QBO
Runway Analysis
Margin Tracking
Anomaly Detection
Executive Alerts

How it works

01
🔗
Connect QuickBooks
One-click OAuth2 — no passwords, no CSV exports. Works with any QBO account in seconds.
02
⚡
Data syncs instantly
P&L, balance sheet, and cash flow pull in automatically. Real-time, always fresh.
03
📊
Dashboard goes live
Trends, forecasts, AI insights, and audit alerts — ready the moment you connect.

Everything included

📊
Live P&L
Real-time profit & loss with monthly trend analysis and margin tracking.
🏦
Balance Sheet
Assets, liabilities and equity — always reconciled and up to date.
💵
Cash Flow
Operating, investing & financing flows with runway projections.
🔮
12-Month Forecast
AI-powered scenario modeling with base, optimistic and stress cases.
🤖
AI CFO Chat
Ask anything about your financials in plain English. Get instant answers.
🔍
Audit Insights
Automated anomaly detection, risk flags and executive-level alerts.
Ready to see your financials clearly?

Create your account, connect QuickBooks, and your full CFO dashboard is live instantly.

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