Turn your invoices into a real-time profit & loss forecast.
Connect Dext, QuickBooks or any CSV file — and instantly visualize your monthly and yearly P&L to steer your business with clarity.
Track your performance month by month, year by year, and spot profits or losses at a glance.
Features
🧭 Know your numbers instantly with the financial dashboard
Transform tedious invoice management into clear, actionable reports and dashboards that make steering your business a breeze.
🧾Easily manage your invoices to keep your financial dashboard up to date
Import, view, categorize, and manage invoices from Dext, QuickBooks or custom CSV files for streamlined bookkeeping.
📈 Ratios & Reports
Generate detailed financial reports with metrics like gross margin, net margin, payroll ratio, and break-even point, visualized with pie charts for actionable insights.
No more spreadsheets—just smart, data-driven suggestions.
🔌 Dext and QuickBooks Automatic Integration or Custom CSV Imports
Import invoices and expenses from Dext, QuickBooks, or upload your invoices from any other source with a flexible CSV format for maximum compatibility.
✅ Financial Tracking
Enter monthly revenues, costs, taxes, and amortizations to monitor your business performance effortlessly.
Freeze time and gain clarity.
📁 Category Management
Assign categories to invoices and tag them as Fixed, Variable, or None for precise cost analysis and better budgeting.
🕹️ Spread Functionality
Spread invoice costs over multiple months or amortize investments for accurate financial planning and forecasting.
🧑💻 User Management
Assign custom roles (Viewer, Editor, Manager) to control access and permissions for dashboard features, ensuring secure and tailored user experiences.
🚀 Increase your margins and strengthen your business model with a clear, effective monthly dashboard.
🎯 Say goodbye to the trap of relying on cash flow alone. Optimize expenses to boost your bottom line, keeping your business lean and thriving now!
Ready to make better business decisions, faster?
No credit card required • First month free • Cancel anytime