Meet the dashboard built for business leaders.
Tired of spreadsheets and complicated financial reports? Hey, we get it. In fact, that’s why we designed and built a beautiful financial dashboard exclusively for our clients to more easily see and understand their numbers. Welcome to one central hub where you can easily review the financial health of your business and present that seamlessly to your key people.
A whole lot of features.
All for the low price of free.
-
Easy to Understand
-
Powerful Insights
-
Beautiful Design
-
Refreshed on Schedule
-
Mobile Friendly
-
Great for Presenting
-
Simple and Secure
-
Free for Clients
Got questions? 🙋♀️
We have the answers! 👩🏫
It’s hard to overstate how important it is to understand where your business stands financially. Reports can either be an incredible asset or a misleading frustration depending on how clean the books are and how well the reports are designed to communicate the important info.
We designed our dashboard with business leaders in mind, knowing that you want to do everything you can to save time, increase profit, and maximize your impact.
So don’t be shy. Take a look around. We think you’ll like what you see.
-
Yes! Directly below this list is a form you can fill out, and you’ll immediately receive an email with your very own link to a free demo of the dashboard!
-
QBO definitely has helpful reporting features, but sometimes all the bells and whistles can get a little overwhelming to look at. Our dashboard is designed to give you the most important numbers in a simple, accessible, and dare we say, beautiful way.
-
Your dashboard is always ready and available to you through the “Sign In” link on our site (always on the top navigation as well as the footer). We also include a link to your dashboard in every financial update email we send to you!
-
Updating the dashboard is the very last step in our financial process for each client, so however often you want to receive your financial update (either weekly or monthly), your dashboard will be updated on that schedule right before you receive that update.
-
This is one of our favorite questions to answer… the dashboard is a completely free resource we offer to all of our clients, no matter how minimal or extensive your needs are. You deserve to run your business with financial confidence, and we believe this tool can help you do just that!
-
Think you’re ready for that next step? We’ve made it easy! Simply click on a “Work With Us” button (all over the place), and you’ll be directed to a page with our Interest Form (as well as further information on what getting started looks like). Fill out an Interest Form, and we’ll reach out with next steps!
Submit the form below to receive immediate access to the full dashboard demo!
Our dashboard is just the start. Modernize your entire financial tech stack with help from our team. We specialize in the following technologies:
-
QuickBooks Online
-
Gusto
-
BILL
-
Divvy
-
Fathom
-
Stripe
-
Slack
-
...and more!!
We can’t wait to hear from you!
Don’t let financial clutter have the last say.
It's time to get free from the constant headache of living under financial clutter. Submit the Interest Form today so you can start running your business with financial confidence.