See your business the way a CFO does.
Connect QuickBooks Online and get a Business Health Score, CFO alerts, a rolling 12-month forecast you can edit, and board-ready reports. For one company, or every company you look after.
A lot shipped since you last looked.
One number that tells you how the month is going, and why.
Gross margin, net margin, OpEx ratio, days sales outstanding, cash coverage, and revenue growth, each benchmarked against your industry and your own six-month average. Pick the eight KPIs you care about and arrange them your way.
The things a CFO would walk into your office about.
Margin slipping, an expense line that doubled, receivables ageing past 60 days, cash below your safety floor. Alerts are about this month and last, never stale history, and each one links to the numbers that triggered it.
Your ProForma, with actuals filled in for you.
One calendar-year grid. Closed months are QuickBooks actuals. Open months are your budget, built from drivers and assumptions you name, like headcount or price per job. Edit a cell and the 12-month cash projection updates, with AR and AP timing applied. Import or export the whole thing as Excel when you need to.
Board-ready in one click, written in plain English.
A monthly executive summary with P&L, balance sheet, cash flow, budget variance, and a narrative that explains what changed and what to do about it. Publish it, share it with a partner or lender, and keep every version.
Built for the work a small-business CFO actually does.
Ask what your gross margin was in March, why cash dropped, or what happens if you hire. Answers cite your books.
Overdue invoices ranked by age and size, with reminder emails drafted in your tone.
Targets on any monthly metric, a coach's note that reads your forecast, and monthly reviews you can log.
Your margins and ratios next to the median for your industry, so "good" has a number.
Google Sheets, Excel, uploads, or a pushed deal feed. Build KPIs on numbers that never touch QuickBooks.
Invite a partner, a bookkeeper, or your CFO. Owner, admin, user, and advisor roles with per-section access.
Profit by project, budget vs. actual, and a Job Profitability Report for contractors and agencies. Add-on.
Which customers make you money and which cost you. Premium module.
Daily Glance, alerts, and chat on your phone. Install it from the browser, no app store.
One login. Every company. One bill.
Own three businesses? Run a bookkeeping or CFO practice? Add each company to your account, connect its own QuickBooks file, and switch between them from the header. Pricing gets cheaper with every company you add.
Set up in under five minutes. No spreadsheets to build.
One click through Intuit's own sign-in. Read-only. Nothing is written back to your books, ever.
P&L, balance sheet, invoices, and bills come in. Your Health Score, KPIs, alerts, and a starter budget are ready on first load.
Edit the forecast, publish the executive report, chase the overdue invoices, and get Monday's digest. Nightly sync keeps it current.
Your books stay yours.
Read-only QuickBooks access. Encrypted in transit and at rest with AES-256. Disconnecting revokes access and deletes stored tokens. Your data is never used to train AI models. Payments run through Stripe; we never see your card number.
Start free. Pay per company when you are ready.
Every new account gets 14 days of Pro. Keep it, drop to Free, or just bail.
The ones we get asked most.
Do you support multiple companies?
Yes. Add as many as you like from Billing. Each connects its own QuickBooks file, you switch between them from the header, and they all sit on one subscription: $99 for the first, $49 each for the next four, $29 each after that. Free accounts include one company.
I'm a bookkeeper or fractional CFO. How does this work for my clients?
Two ways. Add your clients as companies on your own account and pay one bill, or have each client sign up and invite you as an advisor. The advisor role gives you full access to their company without touching their billing. Bookkeepers and accountants can also earn recurring commissions through the Partner Program.
Is my financial data secure?
QuickBooks access is read-only and goes through Intuit's own sign-in. Data is encrypted in transit and at rest. Disconnecting revokes access and deletes stored tokens. Your data is never used to train AI models.
Do I need a credit card for the trial?
No. Create your account and you get 14 days of Pro with no card. Keep Pro by adding a card on the Billing page, or do nothing and your account moves to the Free plan. Nothing is charged.
Can I cancel or downgrade anytime?
Anytime, from Billing. If you downgrade you keep the Free plan: your QuickBooks connection, dashboard, KPIs, alerts, goal tracking, and benchmarks, at no charge.
What happens to my data if I leave?
Disconnect QuickBooks and we delete the stored tokens. Delete your account and the data goes with it.
Stop guessing about your finances.
Connect QuickBooks, see your Health Score in minutes, and run next month from a forecast you trust.