Financial Reporting & Real-Time Dashboards
Automated P&L, Balance Sheet, and Cash Flow statements with KPI dashboards that update in real time. No spreadsheets, no waiting.
Dashboards
Metrics Organized by What You Need
Your dashboard is organized into logical categories so you can quickly find the information you need.
Profitability Metrics
Track gross margin, operating margin, and net margin. Understand what drives profitability across your business.
Liquidity Ratios
Monitor your ability to meet short-term obligations. Keep tabs on current ratio, quick ratio, and working capital.
Growth Indicators
See revenue growth, customer trends, and momentum indicators that matter for scaling businesses.
Runway & Burn
Always know how much runway you have and where your cash is going.
Statements
All Three Core Financial Statements
Automatically generated from your connected QuickBooks or Xero account. Accurate, up-to-date, and ready when you need them.
Income Statement
- Revenue breakdown
- COGS
- Operating expenses
- Net income
Balance Sheet
- Current & fixed assets
- Liabilities
- Equity
- Period comparisons
Cash Flow Statement
- Operating activities
- Investing activities
- Financing activities
- Net cash change
From raw data to polished statements
Three steps. No spreadsheets required.
Connect Your Data
Link your QuickBooks or Xero account, or upload CSV. Setup takes 2 minutes.
Automatic Mapping
James maps your chart of accounts to the correct statement line items automatically.
Generate Statements
View, analyze, and export your financial statements instantly. Always up-to-date.
Investor-Ready Reports
Clean, professional formatting. Export to PDF or Excel. Period comparisons built in.
Always Accurate
Any Time Period
Comparison Views
Export Ready
Generate Your First Report
Connect your accounting software and see your financial statements in minutes.