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.