Finance

Unlock real-time cash flow insights, streamline AR/AP, and accelerate financial close with AI-powered dashboards—designed specifically for SMB finance teams. No data team. No setup. Just instant, actionable analytics.

Prebuilt dashboards and KPIs for every financial need

Get instant visibility into your finances with ready-to-use dashboards and KPIs that help you monitor cash flow, manage receivables and payables, track expenses, and improve profitability—without any setup or coding.

Cash flow forecasting with real-time visibility and future projections
AR/AP tracking with aging reports and payment trends
Financial close monitoring with timeline tracking and automation
Expense and budget control with cost overrun alerts
Profit and loss analysis by department and time period

AI-powered insights for smarter finance operations

Leverage prebuilt AI models to automate forecasting, reduce risk, and improve decision-making—purpose-built for finance teams in small and mid-sized businesses.

Late payment prediction

Identify invoices likely to be paid late and take proactive action to reduce days sales outstanding (DSO).

Cash flow forecasting

Use AI to forecast inflows and outflows based on past patterns, helping prevent shortfalls and improve cash visibility.

AP/AR fraud detection

Detect unusual or potentially fraudulent activity in accounts payable and receivable with anomaly-based alerts.

Finance closure optimization

Get AI-driven recommendations to flag bottlenecks and automate recurring journal entries during period close.

Vendor/customer risk segmentation

Segment high-risk vendors and customers using machine learning to prioritize collections and manage exposure.

Invoice classification and routing

Reduce manual invoice processing time with intelligent categorization and automated workflow suggestions.

Fully managed analytics, built for SMB finance teams

Focus on strategy while we handle the data. From integration to reporting, our finance analytics service is delivered end to end—no data team or setup required.

Data integration made simple

Connect QuickBooks, NetSuite, Oracle, Excel sheets, or bank data—no coding needed.

Automated dashboard refreshes

Get updated reports weekly or monthly, with insights that stay relevant and decision-ready.

Custom KPIs and reports

Request tailored views, adjust metrics, or fine-tune dashboards to fit your finance process.

Expert advisory included

Work directly with finance analytics experts for insights, model updates, and ongoing optimization.

Real-time visibility that drives financial performance

See your financial data come to life with interactive dashboards that help you monitor performance, control costs, and respond faster to risks—all in one place.