# Finance

## Know your numbers, control your cash

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

{% columns fullWidth="false" %}
{% column width="50%" %}

<div data-with-frame="true"><figure><img src="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2FpxuCO2YAf1xkpSmhkFm3%2Ffinance-dashboard_optimized.png?alt=media&#x26;token=36153aac-5c4c-4ef3-af86-98c4b9f18cec" alt=""><figcaption></figcaption></figure></div>
{% endcolumn %}

{% column width="50%" %}

### 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.

<p align="center"><a href="https://riff.new/home?prompt-template=A%20dashboard%20to%20track%20revenue%2C%20MRR%2C%20ARR%2C%20cash%20runway%2C%20burn%2C%20unit%20economics%20and%20cohort%20health%20using%20Stripe%20and%20QuickBooks%20data" class="button primary">Launch dashboard template →</a></p>
{% endcolumn %}
{% endcolumns %}

{% columns fullWidth="false" %}
{% column width="50%" %}

### 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.

<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20to%20auto-categorize%20expenses%2C%20reconcile%20payouts%2C%20post%20journal%20entries%2C%20chase%20invoices%20and%20alert%20on%20anomalies%20across%20Stripe%20and%20Xero" class="button primary">Launch automation template →</a></p>
{% endcolumn %}

{% column width="50%" %}

<div data-with-frame="true"><figure><img src="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2F6gOCErgkV1DiiUts638w%2Ffinance-automation_optimized.png?alt=media&#x26;token=95df0ca4-0845-4d20-9d2c-fddfa21d2341" alt=""><figcaption></figcaption></figure></div>
{% endcolumn %}
{% endcolumns %}

{% columns fullWidth="false" %}
{% column %}

<figure><img src="https://4203676568-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmj3x7kCuQ8vAs0u0uIPo%2Fuploads%2FIgTb4ZEdhhpMxdtSZJiS%2Ffinance-ai-agents_optimized.png?alt=media&#x26;token=e9c6671b-d085-46ad-87fd-66e2a1c04cd9" alt=""><figcaption></figcaption></figure>
{% endcolumn %}

{% column %}

### 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.

<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20to%20generate%20budget%20vs%20actuals%20commentary%2C%20scenario%20plans%20and%20cash%20forecasts%20pulling%20from%20Sheets%2C%20your%20ledger%20and%20billing%20systems" class="button primary">Launch agent template →</a></p>
{% endcolumn %}
{% endcolumns %}

## Explore Finance Use Cases

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th><select multiple><option value="eVoxYvWKzPLl" label="HubSpot" color="blue"></option><option value="HE7V9X3ZV0z8" label="Zapier" color="blue"></option><option value="LesyXy6iJsuK" label="SalesForce" color="blue"></option><option value="TjZuwQxYlnU7" label="Slack" color="blue"></option><option value="ZyKWR3hT9tif" label="Mixpanel" color="blue"></option><option value="8CiJGyXoFFM0" label="Gmail" color="blue"></option><option value="sERDGOpIiSuI" label="Quickbooks" color="blue"></option><option value="QfcQ2IcnG1jz" label="Stripe" color="blue"></option><option value="lZPlWES0ymCs" label="Bank" color="blue"></option><option value="FkdXS4YEKLtB" label="Google" color="blue"></option></select></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Expense Tracker</strong></td><td>Auto-categorize expenses from cards and receipts, flag policy issues, and export clean reports to QuickBooks and your accounting stack.</td><td><span data-option="sERDGOpIiSuI">Quickbooks, </span><span data-option="QfcQ2IcnG1jz">Stripe, </span><span data-option="lZPlWES0ymCs">Bank</span></td><td><a href="https://cdn.sanity.io/images/6hc0cb85/production/171a869a414007a3cc65a0911761d1746cee23a9-1536x1024.png?w=2000&#x26;fit=max&#x26;auto=format">https://cdn.sanity.io/images/6hc0cb85/production/171a869a414007a3cc65a0911761d1746cee23a9-1536x1024.png?w=2000&#x26;fit=max&#x26;auto=format</a></td></tr><tr><td align="center"><strong>Revenue Forecaster</strong></td><td>Forecast revenue from Stripe payments and Salesforce pipeline with explainable AI. Compare scenarios and see drivers by segment.</td><td><span data-option="LesyXy6iJsuK">SalesForce, </span><span data-option="QfcQ2IcnG1jz">Stripe, </span><span data-option="FkdXS4YEKLtB">Google</span></td><td><a href="https://cdn.sanity.io/images/6hc0cb85/production/16830882aee6e64f0f56f1c09fb5ff1f3d5aa062-1536x1024.png?w=2000&#x26;fit=max&#x26;auto=format">https://cdn.sanity.io/images/6hc0cb85/production/16830882aee6e64f0f56f1c09fb5ff1f3d5aa062-1536x1024.png?w=2000&#x26;fit=max&#x26;auto=format</a></td></tr><tr><td align="center"><strong>Budget Manager</strong></td><td>Set budgets, track variance, route approvals, and stop overruns before they happen, with alerts and audit-friendly controls.</td><td><span data-option="sERDGOpIiSuI">Quickbooks, </span><span data-option="QfcQ2IcnG1jz">Stripe, </span><span data-option="FkdXS4YEKLtB">Google</span></td><td><a href="https://cdn.sanity.io/images/6hc0cb85/production/a3cbc89a62ad4635ccf638f607c5fecbca352410-1536x1024.png?w=2000&#x26;fit=max&#x26;auto=format">https://cdn.sanity.io/images/6hc0cb85/production/a3cbc89a62ad4635ccf638f607c5fecbca352410-1536x1024.png?w=2000&#x26;fit=max&#x26;auto=format</a></td></tr></tbody></table>

{% columns %}
{% column valign="middle" %}

<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20to%20auto-categorize%20expenses%20from%20cards%20and%20receipts%20flag%20policy%20issues%20and%20export%20reports%20using%20QuickBooks%2C%20Stripe%20and%20bank%20feeds" class="button primary">Riff this App</a></p>
{% endcolumn %}

{% column %}

<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20to%20forecast%20revenue%20using%20Stripe%20payments%20and%20Salesforce%20pipeline%3B%20compare%20scenarios%20and%20seasonality%20with%20explainable%20AI" class="button primary">Riff this App</a></p>
{% endcolumn %}

{% column %}

<p align="center"><a href="https://riff.new/home?prompt-template=An%20app%20to%20set%20budgets%20track%20variance%20route%20approvals%20and%20prevent%20overruns%20with%20alerts%20using%20QuickBooks%2C%20Stripe%20and%20Google%20Sheets" class="button primary">Riff this App</a></p>
{% endcolumn %}
{% endcolumns %}