Every service we offer is designed to run automatically — connecting to your existing systems, doing the work, and delivering the insight. No manual data entry. No waiting.
Your monthly P&L, cash flow statement, and key financial summaries — generated automatically from your accounting software (QuickBooks, Xero, NetSuite) and delivered to your inbox on a schedule you choose.
No more waiting for your accountant to pull together a report. No more trying to interpret a raw QuickBooks export. Just a clean, readable financial summary with plain-English commentary explaining what changed and why.
Available weekly, monthly, or quarterly. Delivered as a PDF, spreadsheet, or interactive dashboard — your choice.
A custom AI assistant trained on your business's financial data. Ask it anything — in plain English — and get an instant, accurate answer drawn directly from your real numbers.
"Am I on track to hit my quarterly revenue target?" "What's eating into my margins this month?" "How does this compare to last year?" Instead of digging through spreadsheets or waiting on your bookkeeper, you get an answer in seconds.
Available 24/7. Accessible from your phone or desktop. Integrates with QuickBooks, Xero, and Google Sheets. This is the "always on" financial intelligence that small business owners have never had before.
A rolling 13-week cash flow forecast that updates automatically based on your actual transactions, outstanding invoices, and scheduled expenses. You see exactly where your cash is going — weeks before it gets there.
Automated alerts notify you when forecasted cash drops below a threshold you set — so you have time to act, not just react. No more end-of-month surprises. No more scrambling to cover payroll.
Set your budget once. From that point, AI monitors every transaction and flags variances the moment they happen — not at month-end when it's too late to do anything about them.
You receive a weekly digest showing which categories are on track, which are over-budget, and by how much. Configurable alerts for any category that exceeds a threshold you define. Know where your money is going, always.
A single dashboard that pulls from all your financial systems in real time — revenue, expenses, gross margin, cash position, accounts receivable aging, and any custom KPIs specific to your business.
Accessible from any device. Shareable with your leadership team or board. Updated automatically without anyone touching a spreadsheet. Built on your existing tools — no new software to learn.
Upload any financial document — a vendor contract, loan agreement, lease, or investor term sheet — and AI instantly extracts the key terms, flags risks, and answers questions about it in plain English.
"What are the payment terms on this contract?" "Does this lease have any early-termination penalties?" "What triggers a rate increase on this loan?" Get answers in seconds rather than hours of reading.
AI continuously scans your transactions for unusual patterns — duplicate charges, unexpected vendors, spending spikes, or categories trending in the wrong direction. Anomalies are flagged before they become problems.
This is the kind of ongoing financial monitoring that used to require a full-time controller. Now it runs automatically in the background, every day, on your actual data.
Don't see your system? Most accounting and business software with an API or data export can be integrated. Ask us.
Every setup is different. Tell me what systems you use and what's most painful — I'll tell you exactly what we can automate and what it looks like.
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