Most Popular
Financial Dashboard
Instant visibility into your company's financial performance, designed for business owners, not accountants.
Includes
- P&L Summary and P&L Trending dashboards
- Your own chart of accounts, grouped and ordered your way
- External data alongside it, budgets and operations, with add-on modules for payroll and T&E card spend
- Interactive filters and drill-down
- Automated data refresh
You get
- Company performance in real time
- Statements in the shape you already report in
- Trends and issues spotted early
- A finance person to call when you need a view that doesn't exist yet
AI Finance Automation
Eliminate repetitive accounting work. We integrate AI with your ERP and business systems to streamline month-end close and beyond.
Includes
- Automated data extraction, QuickBooks, Clio, NetSuite, SAP, and more
- Journal entry creation
- T&E card transaction cleanup
- Month-end close and workflow automation
You get
- Hours saved every close
- Fewer manual errors, better accuracy
- A finance team focused on analysis, not data entry
Construction Project Dashboard
Complete visibility into construction projects, health, profitability, and the KPIs that keep jobs on track.
Includes
- Project status and budget vs. actual tracking
- Gross margin monitoring and KPI scorecards
- Alerts for jobs requiring attention
- Executive and project-manager views
You get
- At-risk projects flagged before they get costly
- Profitability across every active job
- Your data, owned by you, no third-party reporting
Service Metrics Dashboard
Built for service organizations, technician performance, service profitability, work orders, and operational KPIs in one place.
Includes
- Service revenue and technician productivity
- Gross margin and work-order performance
- KPI scorecards
- Service alerts and exception reporting
You get
- Better technician utilization
- Higher service profitability
- Spreadsheet reporting, eliminated