Custom AI Finance Dashboard
Transform Excel Chaos Into Financial Clarity
Stop spending hours manually analyzing spreadsheets. Get instant month-over-month insights, spot trends before they matter, and make faster financial decisions with an intelligent dashboard built for your data.
PROBLEM
Excel Spreadsheets Are Slowing You Down
Financial teams waste hours each month copying data, creating formulas, and hunting for trends buried in spreadsheets. By the time you spot a problem, it's often too late to act. You need a system that transforms raw data into actionable insights instantly.
SOLUTION
How It Works
Instant Month-Over-Month Analysis
Upload your monthly financial reports and automatically compare any two periods side-by-side with complete accuracy. Watch trends emerge in seconds instead of hours, revealing growth patterns and problem areas before they impact your bottom line.
Smart Pareto Analysis & Market Performance
Identify the 20% of markets driving 80% of your results with intelligent visualization. Real-time Pareto charts automatically highlight your top movers and show exactly where to focus your attention for maximum impact.
Plan vs Actual vs Forecast Comparison
See how your actual performance stacks up against both your plan and forecast in one unified view. Spot variances instantly and understand whether you're on track, ahead, or falling behind your targets.
PROCESS
From kickoff to launch in weeks, not months
01/ Discovery
We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.
02/ Development
We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.
03/ Testing
Your team deploys the AI and gives feedback. We polish and provide full documentation.