Guided starter
Financial Intelligence
Know your numbers before someone asks.
Financial Intelligence brings cash position, margin, and forecast into one calm view. Connect accounting, review the drivers, and get plain-language explanations of what changed and what to watch.
Included in the Operator plan.
What it does
- Cash position and runway view
- Margin by product and service
- Forecast scenarios
- Expense category review
- Plain-language variance explanations
- AI assistant for financial questions
What you get
- Confidence in the cash picture
- Earlier warning on margin drift
- Faster answers for lenders and partners
Who it's for
- Owners without a CFO
- Businesses planning a hire or expansion
- Teams preparing for financing
Questions
- Do I need QuickBooks?
- An accounting connection makes it far more useful. Until then you can work from uploads handled by Data Intelligence.
Start with the free Foundation
Set up your company once, then install Financial Intelligence when you are ready.