Know what's happening in your business without waiting on a call.

Your numbers, live every day

Revenue, cash position, margins, and expenses pulled directly from QuickBooks — updated automatically every day. No more waiting until month-end to know where you stand.

Ask it anything, get a plain answer

Type a question about your business in plain English — "Why was March slow?" or "What does my cash look like if I hire someone?" — and get a real answer from your actual data. No accounting jargon.

Better meetings with your accountant

When you already know what happened, your monthly call becomes about what to do next — not reviewing numbers you've never seen. Your accountant's time goes toward strategy, not recap.

Spot problems before they grow

When your dashboard updates daily, a bad week shows up before it becomes a bad quarter. You're not flying blind between check-ins anymore — you see the trend as it's happening.

Everything in one place

All your key financial metrics in a single dashboard — no more jumping between QuickBooks, spreadsheets, and reports. One clean view of the whole picture, any time you need it.

Secure and private

Connected to your QuickBooks using the same secure OAuth authorization banks use. Your data is encrypted, never shared, and only visible to you and the team members you authorize.