A self-updating financial brain, not another spreadsheet
Your numbers. Your questions.
Answered.
Most finance tools hand every business the same static report. The Intelligence Engine starts from the questions you actually ask: can I afford to hire, where is cash going, which clients matter. It ingests your data in any format and keeps the answers live.
Reads the data you already have
See it in action
From file to answer in seconds
Drop in a messy statement and watch a Financial Health score, live metrics, and an AI verdict build themselves. No formatting, no spreadsheets.
CSV · Excel · PDF · photo · Google Sheet
Strong quarter: 44% net margin, ~8 months runway. The marketing ramp is paying off, revenue up 30% on Q1.
The pipeline
From chaos to clarity
The same five steps run automatically, every time new data arrives.
- 01Ingest
Statements, CSVs, PDFs, invoices, receipts, any format.
- 02Store
Cleaned, categorised, isolated per client.
- 03Analyze
Live metrics & a Financial Health score.
- 04Advise
AI explains the drivers, risks and next moves.
- 05Deliver
Dashboards, forecasts & reports that land.
Ingest anything
A CSV, an Excel export, a PDF statement, a photo of a receipt, or a Google Sheets link. It detects the format and cleans it for you. No templates, no manual entry.
Live, not monthly
An 8-tab dashboard (Overview, AI Advisor, Revenue, Costs, Profit, Cashflow, Budget, Forecast) that recomputes the instant new data lands. No more waiting on a report.
An AI analyst on tap
A written briefing over your own numbers, in plain English: what changed, what's at risk, and the specific moves to make, generated on demand.
Bank-grade isolation
Every client's data is walled off with row-level security, encrypted in transit and at rest. Your numbers are only ever yours, never mixed, never shared.
Built around your questions
Every business asks different questions
The dashboards and advisor come ready to answer the questions owners actually ask, and we tailor the platform around yours.
“Which customers are slipping away?”
Revenue concentration and top-payer trends show who's fading before the invoice simply stops arriving.
“Can I afford to hire?”
Margin, runway and a downside scenario put a real number on the decision, not a gut feel.
“Where is cash leaking?”
Cost movers, recurring commitments and the cash waterfall point at the exact lines to cut.
Got questions specific to your business? We build tailored dashboards and briefings around them, starting from your problem, not our software.
Talk to us about a tailored build →The difference
A self-updating financial brain. Not a spreadsheet you maintain, not a report you wait for. Messy data goes in; a clear picture of the business, and what to do next, comes out.
See your numbers come alive
Drop in a single statement and watch a full financial picture build itself in seconds.
Start free →