Finance

Know your numbers, control your cash

Build the dashboards, automations, and AI agents that close faster and forecast better.

Custom analytics and dashboards

One source of financial truth

Track revenue, cash runway, MRR/ARR, burn, unit economics, and cohort health. Blend Stripe/Chargebee/Paddle with QuickBooks/Xero and your data warehouse for board-ready views—any day of the month.

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Automate your finance pipelines

Stop reconciling by hand

Auto-categorize expenses, reconcile payouts, post journal entries, chase invoices, and flag anomalies. Trigger monthly closes, dunning sequences, and variance alerts so nothing slips.

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Tailored AI agents

From close assistant to CFO co-pilot

Generate roll-forward schedules, budget vs. actuals commentary, scenario plans, and cash forecasts. Pulls from Sheets, your ledger, and billing systems; exports clean narratives you can share with the team.

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Explore Finance Use Cases

Expense Tracker

Auto-categorize expenses from cards and receipts, flag policy issues, and export clean reports to QuickBooks and your accounting stack.

QuickbooksStripeBank

Revenue Forecaster

Forecast revenue from Stripe payments and Salesforce pipeline with explainable AI. Compare scenarios and see drivers by segment.

SalesForceStripeGoogle

Budget Manager

Set budgets, track variance, route approvals, and stop overruns before they happen, with alerts and audit-friendly controls.

QuickbooksStripeGoogle

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Last updated 22 days ago

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