Features

All your Financial Insights, in one platform.

Automated reports, show-your-work accuracy, customizable output, multi-location rollups, AI assistance, and transparent usage tracking. No add-ons. No surprise billing.

Reporting

Ad-hoc reporting, on demand

Generate any executive-ready report in minutes, not weeks. Multiple standard tabs (P&L, balance sheet, cash flow, variance) plus any custom view your team needs.

  • Multi-tab packages ready out of the box
  • Custom report builder with saved templates
  • Export to Excel, PowerPoint, Word, or PDF
Accuracy

Multi-layer verification, always on

Every number traces back to a source transaction. Independent verification layers (schema, calculation, and source) earn each report a Verified badge when all checks pass.

  • Verified badge on every report where checks pass end-to-end
  • Show the math, click any cell to see the full calculation chain
  • Surfaces a clear flag whenever verification falls short of our threshold
Customization

Boardroom-ready, your way

Toggle commentary on or off. Swap KPIs. Add custom sections. Your reports shaped to your team, no spreadsheet formulas required.

  • Drag-and-drop section ordering
  • Branded PDF and PowerPoint templates
  • Per-audience views (CFO, board, ops)
Scale

Built for multi-location operators

Consolidated and per-location reporting in the same platform. Built for operators running 10 to 500+ sites: golf clubs, restaurant groups, retail chains, medical practices.

  • Consolidated rollups across any grouping
  • Location-level drill-down in one click
  • Regional manager dashboards
AI

Ask Kofi in plain English

Our AI financial analyst answers questions about your books in natural language. "What drove Q3 revenue growth?" returns a written narrative plus the supporting chart, citing the exact transactions.

  • Natural-language queries across all connected data
  • Citations to source transactions in every answer
  • Voice input for on-the-go questions
Transparency

No surprise bills

See exactly what each report costs in AI tokens and compute time. Per-user and per-location usage dashboards, no black-box billing.

  • Live token and compute usage meters
  • Per-user activity logs for audit
  • Predictable monthly caps

See every feature on your own data.

Join the invitation list and we’ll set up a hands-on look at the full platform with your team.