Your Finances at a Glance
Gain complete visibility into your business’s revenue, expenses, and ROI with an interactive and automated finance dashboard.
1
Data Integration
Automatically gathers financial data from multiple sources such as CRMs, invoices, and sales reports.
2
Automated Categorization
Sorts transactions and expenses into predefined categories for better understanding of cash flow.
3
Interactive Dashboards
Provides real-time visual insights with graphs, charts, and KPIs that adapt as your data updates.
4
Performance Analysis
Compares monthly or quarterly performance to identify cost-saving and growth opportunities.
5
Automated Reporting
Generates downloadable reports summarizing key financial insights for stakeholders and management.