Meet 
, Your Virtual CFO, Supercharged by AI.
Built by Bookkeeper360 to give business owners access to critical financial insights.
- Get real-time insights on cash flow, revenue, and expenses.
- Receive proactive alerts on critical financial changes.
- Make informed decisions backed by your actual data.
Revenue
- $1.9M
Year to Date Actual
- —
vs. Year to Date Goal
- $1.4M
Year to Date Goal
- $2.2M
Annual Goal
Gross Profit
- $909.7K
Year to Date Actual
- —
vs. Year to Date Goal
- $531K
Year to Date Goal
- $850K
Annual Goal
Net Income
- $302.6K
Year to Date Actual
- —
vs. Year to Date Goal
- $187.4K
Year to Date Goal
- $300K
Annual Goal
Business Performance
Understand your finances without the hassle of spreadsheets.
- Revenue, Direct Costs and Net Income Dashboards
- Profit and Loss Details
- Compare year over year performance
- Track and customize goals and trends
Cash Management
Make tracking cash simple.
- Track monthly cash inflows and outflows
- Cash runway and cashburn
- Net Cash on Hand
Payroll Analytics
Sync with
Combine accounting and payroll data for workforce insights.
- Payroll Expense Breakdown
- Costs by Department
- Headcount by Department
- Revenue and Net Income by Headcount
Hey! Can we review my numbers from last month?
Yes, use my scheduler link below!
Your accounting team always within reach
Easily connect with your bookkeeper in real time and get insights that move your business forward.
- Real-time Communication
- Request Files and Financials
- Schedule Meetings
Metrics
Key Financial Metrics Unified
so that you can easily monitor progress.
