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.
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.
See Your Dashboard in Action
Real data. Beautiful visualization. Zero complexity.
$284,500
$42,680
$892,100
$34,200/mo
Revenue Trend
Expense Breakdown
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.
Stop Building Dashboards.
Start Using Them.
Your first dashboard is 5 minutes away. Connect your accounting software and get instant insights.