Dashboard Overview
Safe-to-Spend, cash position, recent transactions, and key metrics at a glance.
Walkthrough
A guided tour of the dashboard, AI agents, cash flow tools, pricing calculators, and financial alerts — all in under 5 minutes.
Safe-to-Spend, cash position, recent transactions, and key metrics at a glance.
Automated margin monitoring, fee audits, inventory alerts, and category suggestions.
30/60/90-day forecasts, transaction history, and income/expense patterns.
Break-even calculator, ideal pricing, and recommended ad spend for products.
Automatic tax allocation per transaction, quarterly payment tracking.
Real-time alerts, AI chat, agent triggers, and morning briefs via Telegram.