Your Finances.
Connect Zoho Books and get a complete CFO dashboard within seconds. P&L, Balance Sheet, Cash Flow, AR/AP Aging, and detailed breakdowns.
5 min
Setup time
30+
Financial metrics
$149
Per month
$284.5K
Total Revenue
Net Profit
$42.7K
+5.7%Gross Margin
67.2%
+2.1%Burn Rate
$34.2K
8.2moRevenue
$284.5K
↑ +12.3%Net Profit
$42.7K
↑ +8.1%Gross Margin
67.2%
↑ +2.4%Cash Runway
8.2 mo
↑ HealthyBurn Rate
$34.2K
↓ -5.8%Revenue Trend
Top Clients
AR Overdue: $42.0K
35% past due — 2 customers in 60+ days
Revenue
$284.5K
↑ +12.3%Net Profit
$42.7K
↑ +8.1%Gross Margin
67.2%
↑ +2.4%Cash Runway
8.2 mo
↑ HealthyRevenue Trend
Top Clients
AR Overdue: $42.0K
35% past due — 2 customers in 60+ days
CFO Tools Shouldn't Be This Hard
We built CFO Dashboard because we were frustrated too.
Spreadsheets and dashboards are too complex
We made it simple
No training needed. If you can use email, you can use CFO Dashboard.
Enterprise tools cost $20K+/year
We charge $149/month
Complete CFO intelligence at a fraction of the cost. No hidden fees, no surprises.
Manual Excel takes 20+ hours
We do it in 5 minutes
Connect Zoho Books once, dashboard ready within seconds. Live data, zero manual work.
Three Steps to Financial Clarity
You don't need a technical team. From zero to a complete CFO dashboard in under 5 minutes.
Syncing data…
Connect
Link your Zoho Books account via secure OAuth. Your financial data syncs within seconds, and cached data loads instantly after that.
Build
P&L, Balance Sheet, Cash Flow, and 30+ metrics populate automatically. No setup, no configuration, no waiting.
Launch
Click any metric to explore: revenue by client, expenses by category, AR aging by customer, down to individual invoices.
Not Just a Dashboard.
Your Financial Command Center.
Connect Zoho Books once. Go five layers deep into any number. See revenue by client × service, track client churn, reconcile every account, and understand the why behind every change. All live, all interconnected.
Your Entire Financial Story. One Screen.
Revenue, profit margins, cash flow, burn rate, runway, AR/AP aging, and 30+ metrics. All live, all connected, all from one Zoho Books sync. No spreadsheets, no manual updates, no waiting.
Revenue
$284.5K
+12.3%COGS
$93.3K
+4.1%Gross Profit
67.2%
+2.1%OpEx
$148.5K
+8.7%Net Profit
$42.7K
+5.7%Revenue Trend
Cash Position
Click Any Number. Uncover the Full Story.
Revenue changed? Click it. See which clients drove it, which services contributed, how clients moved month over month, and trace it all the way to individual invoices. Most dashboards show you a chart. Ours shows you the Client × Service Attribution Matrix, churn analysis, net revenue retention, and reconciliation, all from one click. Five layers deep. No other tool gives you this.
5 levels deep from one click
NRR
104.2%
Churned Rev
$8.4K
New Rev
$24.1K
Client × Service Attribution
Know Your Runway. Before It Runs Out.
Your cash position analyzed from multiple angles. See how long your business can sustain itself, track where cash actually goes, and forecast the next 6 months. Not guesses. Intelligent projections based on your real financial data.
Cash Balance
$892.1K
Monthly Burn
$34.2K
Runway
8.2 mo
6 Month Forecast
Problems Find You. Not The Other Way.
Your dashboard watches your numbers so you don't have to. Cash getting low? Receivables aging? Spending spiking? One client becoming too large? You'll know before it becomes a problem.
AR Overdue: $42.0K
35% of receivables past due. 2 customers in 60+ days.
OpEx Increased 28%
Operating expenses grew faster than revenue this period.
Revenue Growing +12.3%
Strong momentum. Top client contributing 16.9% of total.
Every Penny In. Every Penny Out.
See who owes you and who you owe. Aging buckets show you exactly how long each amount has been outstanding. Spot receivables at risk before they become bad debt. Track payables so nothing falls through the cracks.
Current
$48.2K
1 to 30d
$30.1K
31 to 60d
$24.0K
60+d
$18.0K
Statements That Tell a Story.
P&L, Balance Sheet, and Cash Flow, each built as an interconnected narrative. The Balance Sheet flows through five storytelling sections: the balance equation, financial health gauges, capital allocation, funding sources, and structural composition. Every statement includes deep dive layers, trend analysis, and full reconciliation with period over period impact assessment.
Balance Sheet Story Flow
Assets
$1.42M
Liabilities
$680K
Equity
$740K
Current Ratio
2.1x
Debt to Equity
0.92x
Working Capital
$220K
30+ Metrics That Matter
Revenue, Net Profit, Gross Margin, Current Ratio, Cash Runway, Burn Rate, and more. Each with trend sparklines, period comparisons, and CFO perspective impact ratings.
Always Fresh. Never Stale.
Syncs directly with Zoho Books. First load completes in seconds. Cached data appears instantly while fresh data syncs in the background. Live health monitor included.
15+ Currencies. Zero Config.
AED, USD, INR, EUR, GBP, SAR, QAR, and more. Your currency is detected automatically from your Zoho Books organization. No setup required, no conversion headaches.
Industry Standard Security
Secure OAuth with read-only access. AES-256-GCM encryption at rest and TLS in transit. SOC 2 compliant infrastructure. Rate-limited APIs. We never modify your books.
See the depth for yourself.
Connect your Zoho Books account and go from summary to invoice in two clicks. Revenue attribution, client intelligence, balance sheet storytelling, and more. Ready in under 5 minutes.
Your Financial Data. Protected at Every Layer.
AES-256-GCM encryption, read-only access to your books, rate-limited APIs, and SOC 2 compliant infrastructure. Your numbers are nobody else's business.
Every Layer. Every Request. Secured.
From the moment your data leaves Zoho Books to when it's displayed on your dashboard, every step is encrypted, authenticated, and isolated. We built security into the foundation, not as an afterthought.
Encrypted Data Flow
Zoho Books
TLS/SSL
AES-256-GCM
Authentication
Active
Data Isolation
Enforced
Rate Limiting
Enabled
Log Redaction
Active
AES-256-GCM Encryption
OAuth tokens encrypted at the application layer with AES-256-GCM before database storage, plus TLS/SSL for all data in transit. The same standards used by banks.
Authenticated Access
Every API request requires a verified session. No anonymous access to your financial data. Ever. 8 endpoints protected with per-IP rate limiting.
Data Isolation
Multi-tenant architecture ensures your data is completely separated. Every database query is scoped to your user ID. No user can access another user's data.
Read-Only Integration
We connect to Zoho Books via secure OAuth with read-only scopes. We never create, modify, or delete any records in your accounting system.
Vercel
SOC 2
Neon DB
SOC 2
Stripe
PCI L1
Zoho
SOC 2 + ISO
SOC 2 Infrastructure
Hosted on Vercel with Neon PostgreSQL (both SOC 2 Type II), payments via Stripe (PCI DSS Level 1), and Zoho (SOC 2 + ISO 27001).
We also protect you with
Additional security measures baked into every layer of the platform.
CFO Level Intelligence.
Without the CFO Price Tag.
Choose the plan that fits your needs. Both include the depth a consultant charges $5,000+ for.
Hire a CFO
$10,000+
/month
Months to recruit
CFO Consultant
$3,000+
/month
Limited availability
CFO Dashboard Pro Plus
$498
$249
/month
50% off for early adopters
CFO Dashboard Pro
Financial intelligence from your Zoho Books
Financial Visibility
Revenue & Client Intelligence
Built to Just Work
Setup takes under 5 minutes. Cancel anytime.
CFO Dashboard Pro Plus
Full Dashboard + Budget Management
Everything in Pro, plus:
Budget Analysis
Priority Support
Setup takes under 5 minutes. Cancel anytime.
What happens next
Have a voucher code? Apply it at checkout.
“CFO Dashboard transformed how we view our finances. What used to take hours now takes minutes. Essential for any growing business.”
Arjun Kapoor
Finance Director, UAE
Huriwegen
Cut reporting time by 80%
Businessbaker
Discovered true client profitability
Driptell
Board reporting in 5 minutes
5 minute setup
Connect Zoho Books once. Your dashboard is ready instantly.
Secure by design
View only OAuth. AES 256 encryption. SOC 2 infrastructure.
Cancel anytime
No contracts. No lock-in. No questions asked.
Built for Finance Teams
Everything you need to go from spreadsheets to live financial clarity.
30+
Financial Metrics
<5 min
Setup Time
Live
Data Sync
Secure
View Only Access
Stop spending hours wrangling spreadsheets. Connect Zoho Books once and your P&L, Balance Sheet, Cash Flow, and 30+ metrics are ready instantly.
Click any metric to drill into details: revenue by client, expenses by category, AR aging by customer, all the way down to individual invoices.
Secure OAuth access (view only), AES-256 encryption, SOC 2 compliant infrastructure. Your financial data is protected by the same standards banks use.
Questions? Answers.
Everything you need to know about CFO Dashboard by Finenture.
We currently support Zoho Books via secure OAuth integration. More integrations are being explored based on user demand.
Stop Building Dashboards.
Start Using Them.
Your first dashboard is 5 minutes away. Connect your accounting software and get instant insights.