Everything a CFO Needs
Full financial visibility from one Zoho Books connection. No enterprise complexity.
P&L, Balance Sheet & Cash Flow
Complete financial statements with overview dashboards, detailed reports, trend charts, and sub-tab analysis — all auto-generated from Zoho Books.
Deep Drill-Downs
Click any metric to drill into details — revenue by client, expenses by category, AR by customer, all the way down to individual invoices.
AR & AP Aging Analysis
See who owes you and who you owe, broken down by aging buckets (Current, 1-30, 31-60, 60+ days) with customer-level detail.
30+ Financial Metrics & Ratios
Revenue, MRR, Net Profit, Gross Margin, COGS, OpEx, Working Capital, Current Ratio, Quick Ratio, Debt-to-Equity, Cash Runway, and more.
Multi-Currency Support
Supports AED, USD, INR, EUR, GBP, SAR, QAR, and 8+ more currencies. Auto-detected from your Zoho Books organization.
Secure Zoho Books Integration
One-click OAuth, dashboard ready in 15–20 seconds. Read-only access, no credential storage. Cached data loads instantly.
Three Steps to Financial Clarity
From zero to CFO-grade dashboard in under 5 minutes.
Connect Zoho Books
Link your Zoho Books account via secure OAuth. Your financial data syncs in 15–20 seconds — cached data loads instantly after that.
See Your Dashboard
P&L, Balance Sheet, Cash Flow, and 30+ metrics populate automatically. No setup, no waiting.
Drill Into Details
Click any metric to explore — revenue by client, expenses by category, AR aging by customer, down to invoices.
See Your Dashboard in Action
Real data. Beautiful visualization. Zero complexity.
$284,500
$42,680
$892,100
$34,200/mo
Revenue Trend
Expense Breakdown
Start with a CFO-Ready Template
Pick your business type. Get the right metrics instantly.
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