Sign in to your dashboard
Use your approved dashboard account to view your assigned companies.
You have a personal invitation. Sign in with the invited email, or create your account below.
Create your invited account
Two-step sign-in
Scan the QR code or enter the manual setup key in your authenticator app. Keep a secure backup of the setup key before enabling.
Manual setup key
Your account password stays the same. Future sign-ins will also ask for your authenticator code.
Choose a company
Financial Detail
Customer balances, vendor bills, aging and the entries behind your accounts.
Aging is as of the selected period end (or today for a current period), using QBO's report-date aging. Older unpaid invoices and bills are included. These are current QBO restatements of historical dates, not proof that books were closed. Posted ledger entries do not replace invoice/payment application records, payroll detail, bank-feed status or loan agreements.
AI Analysis
What would you like to understand?
50 standard questions, written for real business decisions.
Selecting a forecast adds its estimates and assumptions to the source preview before sharing. Internal CFO notes stay private.
Client question editor
Use the source codes from a standard question. Examples: statements, comparison, payroll_detail, cash_plan, project_costing. These requirements cannot create data that is not connected.
Generation sends the displayed statement figures and your focus notes to OpenAI. API charges apply. Nothing is published automatically. OpenAI API data controls
Save private edits before changing clients or periods. Clients see only a separately published copy of these three fields; private evidence and focus notes are excluded.
KEEP EXPLORING · PRIVATE TO YOU
Ask a Follow-Up Question
Original analysis & conversation
Suggested follow-up questions
Optional what-if calculation
Estimates use one selected source figure. Choose a cost line or subtotal once; overlapping accounts are never added. These estimates assume everything else stays the same and do not predict bank cash.
Revenue estimates require an available positive cost increase and a positive gross margin. Payroll-specific increases cannot be calculated without comparative payroll detail.
Each answer is a separate private draft. Your original stays saved. Nothing is published automatically. API charges and the same daily generation limit apply.
PLAN AHEAD
Forecasts & cash outlook
See the possibilities, understand the assumptions, and plan your next move.
Your private planning workspace
Save private edits before changing the selected client or reporting period.
Starting point
Operating costs include existing payroll and other overhead already in your baseline. Add only incremental costs below. Loan principal, owner draws and equipment purchases belong in the separate cash plan.
Base, downside & upside drivers
Seasonality & one-time changes
Twelve comma-separated percentages. 100 means no seasonal adjustment; 80 means 80% of the selected run rate.
One line per change: forecast month number | revenue or opex | dollars | explanation. These do not recur.
Enter expected cash collections and actual payment timing. Exclude restricted cash from your opening amount. Blanks are not treated as zero.
A REGULAR CHECK-IN
Weekly Insights
A private weekly pulse from QuickBooks, ready for your CFO review.
Client-specific review thresholds
Optional percentage changes compared with the prior week. Blank means no rule. A zero prior amount has no percentage comparison.
Automatic runs read QBO and save a private draft. They do not call OpenAI, send messages or publish to clients. Bookkeeping updates can change historical figures.
This opens the source preview and sharing choice before any OpenAI request.
People & access
Invite clients or staff, assign their companies, and choose what they can view.
Clients and staff have view access to assigned sections. Private AI drafts, imports, publishing, backups and firm management stay with your owner account.
Invite someone
Your personal invitation link
Send this link only to the invited person. It expires in seven days. Email delivery status is shown above. You can also share this personal link directly.
Clients & staff
Invitations
Settings & connections
Manage your account and reporting connections.
Account security
Create or update your password
Use a password of at least 12 characters for future sign-ins.
Client metrics board
Choose up to eight cards for the selected client. QBO account mappings use the full report for the dashboard month or quarter above. Thresholds use dollars or percentage points, as labelled.
A mapping selects one QBO account or subtotal. Amounts are never added to their own subtotal. A manual flag is labelled as your judgment and requires an explanation. No thresholds are assumed.
CFO commentary for selected period
Publish a new update as often as needed. Clients see the latest update and can expand earlier updates for this period.
Profit First · client plan
Enable this tab only for the selected client. Published targets and guidance are visible to their assigned users. Cash inputs below belong to the dashboard month or quarter selected above.
QBO sandbox testing
Intuit test company only. Import a completed month or quarter to check the dashboard. Live client books remain disconnected.
Live QuickBooks connection
Only explicitly approved pilot clients can connect. Verify the company name, then import a completed month or quarter from its linked QBO company. Totals are checked before saving; updates are manual. QuickBooks grants its accounting permission, while this application uses only read operations.
Financial history
Keep 24 completed months plus the current month to date available for reports and private AI queries. Current periods are provisional. History stays saved when you change screens.
Keep this tab open during import. New connections start this import after company confirmation. Completed periods are saved individually. Missing or failed periods are never shown as zero. This does not publish insights or send data to AI.
Backup & recovery
Save an encrypted copy of client records, assignments, financials, insights, and dashboard data.
Manual application-data backup. Sign-in accounts, QuickBooks connections, and deployment secrets require separate recovery.