Empowering Accounting Professionals

Deliver enhanced financial insights with data from QuickBooks Online and Stripe.

Start Your Free Trial

Custom graphs

Visualize financial data with customizable graphs and charts

8h per week on avg

Spend less time on manual tasks & bring more value to clients

Manage your schedule

Schedule and track recurring reports on autopilot

Custom Reports from Multiple Sources

Create tailored reports using data from QuickBooks Online and Stripe. Generate P&L statements, balance sheets, MRR, ARPU, churn rates, and more—all in one place. Use your preferences and custom formulas to provide in-depth insights.

Effortless Data Export

Simplify the data sharing process by exporting financial dashboards and reports with ease. Collaborate with teams and stakeholders seamlessly for enhanced decision-making.

Multi-Recipient Data Sharing

Share valuable financial insights with multiple recipient lists effortlessly. Customize permissions and access levels to ensure secure and efficient data distribution.

Pricing Plans

15-day Free Trial — No credit card required

Free
$0/month

  • Unlimited Dashboards
  • Unlimited Exports
  • 10 Reports
  • 10 Recipients
  • 2 Schedules per month
Standard
$49/month

  • Unlimited Dashboards
  • Unlimited Exports
  • 20 Reports
  • 50 Recipients
  • 5 Schedules per month
Flexible
$199/month

  • Unlimited Dashboards
  • Unlimited Exports
  • 100 Reports with Custom filters
  • 400 Recipients
  • 30 Schedules per month

Ready to transform your firm?

Start Your Free Trial