Financial health checks
Review ratios, balances, revenue, expenses, and cash signals in plain language.
AI finance guidance
Virtual CFO and AI Accountant help turn invoices, records, expenses, payroll, ratios, budgets, scenarios, and taxes into clearer decisions for the business owner.
What you can do
Inside the app this connects to Virtual CFO, AI Accountant, Overview Cards, Balance Sheet, Budget Variance, Payroll Analysis, Scenario Builder, Tax View, Vendor Analysis, and Finance Tracker.
Review ratios, balances, revenue, expenses, and cash signals in plain language.
Model hiring, pricing, payroll, or growth decisions before committing.
Spot where expected and actual numbers are drifting apart.
Get next actions for vendors, expenses, tax periods, and financial habits.
How it works
Use invoices, receipts, expenses, subscriptions, and finance tracker data.
Request cashflow, ratio, budget, payroll, or tax guidance.
Turn recommendations into invoices, budgets, or operational changes.
Deep app analysis
The app has a full AI Accountant area with balance sheets, expense intelligence, financial ratios, hiring calculators, payroll analysis, scenario builder, tax view, and vendor analysis. This page reflects that depth.
Ready when you are
Build the business system around it as you go: website, customers, content, money, people, and AI in one place.