Every Tool Your Business Needs.
One Platform.
Eight integrated modules covering cash flow, AR, financial reporting, CRM, labor COGS, and operations — connected in real time. No spreadsheet duct tape. No five-tool stack. Just the numbers you need to make better decisions, faster.
14-day free trial · No credit card required
8 Modules. One Connected Platform.
Every module is built to work together — so cash flow forecasts pull from your CRM pipeline, AR data feeds your 13-week model, and labor COGS updates your P&L automatically. No manual reconciliation.
Cash Flow Forecasting
Rolling 13-week and 12-month cash flow models built from your actual receivables, payables, payroll, and revenue data. See the cliff before you reach it.
Accounts Receivable Automation
Automated invoice follow-up, aging reports, and collections workflows. Cut your DSO and stop chasing payments that should already be in your account.
AI Financial Insights
Pattern recognition across your cash, revenue, and expense data — flagging anomalies, surfacing risks, and recommending actions before problems compound.
Labor COGS Tracking
Track labor costs in real time against revenue and margin targets. Know your true cost-of-delivery — not just what your P&L shows at month-end.
Integrated Data Analytics
KPI dashboards, budget-vs-actual analysis, and cohort reporting across every business unit. The view your accounting software was never designed to give you.
Financial Reporting
P&L, balance sheet, cash flow statement, and custom board-ready reports — automatically reconciled against your accounting data. No more end-of-month scrambles.
Profitability Accelerator
Margin analysis by product, client, and channel — so you stop subsidizing your least profitable work and double down on what actually moves the needle.
Built-in CRM & Marketing
Pipeline tracking, deal revenue forecasting, and marketing attribution — connected directly to your cash flow model. Know exactly when closed deals hit your account.
Up and Running Before the End of the Week
No months-long implementation. No data migration nightmares. Connect your tools, set your targets, and your dashboard is live.
Connect Your Tools
Link QuickBooks, Xero, Stripe, Gusto, or your CRM in a few clicks. No manual imports, no CSV uploads.
Set Your Targets
Define your cash floor, revenue goals, and margin targets. The platform builds your baseline forecast automatically.
See Everything Live
Your cash flow model, KPI dashboards, and financial reports update in real time as transactions hit your accounts.
Make Better Decisions
AI surfaces risks before they become emergencies. Every major decision — hiring, pricing, capital — backed by real data.
Works With the Tools You Already Use
Connect your existing stack in minutes. Native integrations with the most common accounting, payroll, payment, and CRM platforms — no middleware required.
Need a custom integration? Talk to our team — we build to spec for Growth and Enterprise plans.
Stop Managing in the Dark.
Every day without a real cash flow model is a day you're making decisions on incomplete information. The platform is free to try — no credit card, no sales call required.
14-day free trial · No credit card required · Cancel anytime