AI Finance Dashboard Builder

Build a finance KPI dashboard P&L, cash, working capital and forecast that refreshes with your accounting exports, in minutes, no BI team needed.

Use cases

CFO scorecard dashboard

Headline finance KPIs on a single board for daily monitoring.

P&L deep-dive dashboard

Drillable P&L with segment, channel and cost-line views.

What you'll get

CFO scorecard dashboard

CFO scorecard dashboard with the metrics CFOs check first every morning.

CFO scorecard dashboard

CFO scorecard dashboard with the metrics CFOs check first every morning.

Drillable P&L board

Drillable P&L board with segment, channel and cost-line views.

Drillable P&L board

Drillable P&L board with segment, channel and cost-line views.

Cash and working capital

Cash and working capital board with runway and AR/AP days.

Cash and working capital

Cash and working capital board with runway and AR/AP days.

Zero Design Skills Needed

Forget alignment guides and font matching. Let the AI handle the whitespace, hierarchy, and color contrast. You focus on the data decision; we handle the pixel-perfect delivery.

Zero Design Skills Needed

Forget alignment guides and font matching. Let the AI handle the whitespace, hierarchy, and color contrast. You focus on the data decision; we handle the pixel-perfect delivery.

How it works

Step 1

Upload accounting exports

P&L, balance sheet, cash and forecast files.

Step 1

Upload accounting exports

P&L, balance sheet, cash and forecast files.

Step 2

Pick the dashboard

CFO scorecard, P&L deep dive, cash or department.

Step 2

Pick the dashboard

CFO scorecard, P&L deep dive, cash or department.

Step 3

Share the live board

internal link or scheduled PDF snapshot.

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Data Analysis 

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Business

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