Real-time financial health at a glance with 7 automated metrics: Cash Runway, Revenue Bridge, Financial Summary, P&L Variance, Customer Cohorts, Unit Economics, and Pipeline Health. All calculations update automatically when you upload new data—no manual formulas, no spreadsheet errors, just instant insights.

Create professional 12-24 month financial forecasts in minutes, not days. AI analyzes your historical data, applies your growth assumptions, and generates detailed revenue, cost, and cash flow projections. Save multiple scenarios (conservative, base, aggressive) for board presentations and fundraising materials.

Ask your financial data questions in plain English: "What's my burn rate?" or "How does Q1 compare to Q4?" The AI assistant accesses your uploaded financial data and provides instant, personalized answers. Build deeper understanding through contextual follow-up questions—like having a CFO on demand.

Generate board-ready financial reports with one click. Export comprehensive KPI dashboards as PDFs, create shareable web links for async investor updates (no login required), or download CSV data for detailed analysis. Eliminate 4-8 hours of monthly deck preparation.

Upload Balance Sheets, P&L statements, and Cash Flow reports in multiple formats (PDF, Excel, CSV). AI automatically categorizes transactions, processes data, and makes it available for analysis. Centralized financial history enables trend analysis across periods without spreadsheet chaos.

Track the metrics that matter: Monthly Burn Rate, Cash Runway, Revenue Growth, Customer Acquisition Cost (CAC), Lifetime Value (LTV), LTV:CAC Ratio, Gross Margin, EBITDA, and more. All calculations follow startup-specific formulas and update automatically with new data—no finance degree required.