One dashboard, built around your business.

No two businesses watch the same numbers. A contractor cares about job profitability and cash timing; a services firm watches client concentration and recurring revenue; a marketing-led business lives by pipeline and spend. We build each dashboard to the client, so the focus fits the business.

• Finance focus: revenue, margin, cash position, and forward cash flow
• Operations focus: throughput, capacity, and where work is getting stuck
• Marketing focus: pipeline, spend, and what's actually converting
• Any combination of the above, organized around your priorities

The dashboard keeps a current picture of the business as your data syncs—no waiting for month-end, no stitching together spreadsheets. Open it and the state of things is right there.

• Live revenue and cash position with the trend behind each
• The handful of metrics that define your week, up top
• One screen instead of five tabs and a spreadsheet

Recording the past is the easy part. The value is in what happens next. We build forward views so you can plan against what's ahead instead of reacting to what already happened.

• Rolling cash-flow projection across the weeks ahead
• Early warning when a tight stretch is forming
• Concentration and dependency flags before they become risks

A dashboard full of charts still leaves you to interpret it. Ours reads the numbers and tells you, in plain language, what's worth acting on this week—so the insight is the output, not your homework.

• Clear written takeaways tied to your actual data
• Focus on decisions, not vanity metrics
• Written for the owner, not the accountant

Connect your QuickBooks account and the dashboard stays in sync with your books. You authorize the connection through Intuit's secure sign-in—we never see your password—and you can disconnect at any time.

• Secure authorization through Intuit; no password sharing
• Syncs income, expenses, invoices, and balances
• Disconnect whenever you like and access is revoked immediately