Profit and loss
  • 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
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Cash analyzer
Net cashCash runway

Cash Management

Make tracking cash simple.

  • Track monthly cash inflows and outflows
  • Cash runway and cashburn
  • Net Cash on Hand
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Expense breakdownCosts by department

Payroll Analytics

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Combine accounting and payroll data for workforce insights.

  • Payroll Expense Breakdown
  • Costs by Department
  • Headcount by Department
  • Revenue and Net Income by Headcount
Free Trial

Metrics

  • Revenue
  • Key Financial Metrics Unified

    so that you can easily monitor progress.

  • Gross profit
  • Net income
  • Working capital
  • Debt to equity

Book Meetings with Your Dedicated Team in Our App

Review your dashboards and connect with your advisor.

Accounting

Henry hung
Henry Hung

Client Advisor

Next Availability

Today at 3:00 PM EST

Tax

Brenda fuentes
Brenda Fuentes

Client Advisor

Next Availability

Today at 4:00 PM EST