Accounting & Tax Compliance Platform for US Businesses
The financial insights you want, effortlessly
Financial Dashboards | Startup Metrics | Cash Forecast | Budget vs. Actuals | Investor Reports
Financial Dashboards
Consolidated views of your entire fiscal health. Real-time monitoring of revenue streams, burn rates, and departmental spend.
Startup Metrics
Essential KPIs for growth-stage ventures. LTV, CAC, Churn, and Runway analysis designed for board meetings.
Cash Forecast
Predictive modeling based on historical data and pending invoices. Stay ahead of liquidity requirements.
Budget Vs. Actuals
Identify variance drivers. Track department performance against allocated capital with granular precision.
Investor Reports
Automated, print-ready summaries formatted for transparency. Ready for board-level distribution.
Financial Dashboards
Consolidated views of your entire fiscal health. Real-time monitoring of revenue streams, burn rates, and departmental spend.
Startup Metrics
Essential KPIs for growth-stage ventures. LTV, CAC, Churn, and Runway analysis designed for board meetings.
Cash Forecast
Predictive modeling based on historical data and pending invoices. Stay ahead of liquidity requirements.
Budget Vs. Actuals
Identify variance drivers. Track department performance against allocated capital with granular precision.
Investor Reports
Automated, print-ready summaries formatted for transparency. Ready for board-level distribution.
Decoding financial data is a puzzle
Without clear financial visibility, businesses struggle to track performance, make smarter decisions, and stay in control.
Spreadsheet Dependency
Financial data is spread across accounting software, spreadsheets, and banking portals, making it impossible to get a unified, real-time view.
Fragmented Systems
Finance teams spend days compiling reports by hand each month. By the time the data is ready, the decisions it should inform have already been made.
No Real-Time Visibility
Lagging indicators and end-of-month closes mean leaders are always reacting to the past rather than steering toward the future.
Misaligned Financial Reporting
Without reliable forward-looking models, planning fundraising rounds, hiring, or expansion is based on gut feel rather than data-driven projections.
See your business clearly, in real time
Transform scattered financial data into clear insights, stronger oversight, and better operational control.
Real-Time Insights
Real-Time Insights
Access financial data instantly to drive smarter business choices.
Your monthly expenses
In August 2025, total revenue increased to $894,072 with expenses of $259,523, resulting in a net profit of $634,548, a 106.9% increase from July.
Access Anywhere
Access Anywhere
Enjoy mobile-friendly access to critical insights anytime, anywhere.
Net Cash
$2.29M
↑ +9% vs last monthPeriod
Jan 2025
Net Cash
JanCash In
$3.78M
↑+9%Cash Out
$1.40M
↓+9%Cash Flow Trend
Unmatched Cash Flow
Unmatched Cash Flow
Visualize cash flow like never before, simplifying financial management for your team.
Customized to your need
Customized to your need
Built by industry experts to meet the specific needs of modern businesses.
Choose your metrics
Basic Dashboards
Essential financial metrics
Included with your Fin-Books subscription
- Income & ExpenseComplete overview of financial health
- Cash-in and Cash-outReal-time cash flow monitoring
- Receivable & PayableTrack all outstanding accounts
- Burn-rate and Run-wayMonitor business sustainability
Perfect for businesses looking to track essential financial metrics and maintain clear visibility of their cash flow.
Custom Dashboards
Everything in basic plus customized metrics & reporting
Price varies based on number of dashboards
- Start-up MetricsEssential startup KPIs
- Budgets vs ActualsCompare planned vs actual performance
- Cash ForecastsFuture cash flow projections
- Investor ReportsCustomized reports for investors
Ideal for businesses needing detailed financial analysis, budget tracking & investor-ready reports.
Know your numbers
Make smarter financial decisions
Real-time insights and analytics that give you a clear picture of your business finances at all times.