Enterprise Financial Intelligence
Transform Data IntoStrategic Advantage
AI-powered financial analytics that convert QuickBooks data into actionable insights, optimizing cash flow, tax strategy, and business growth.
Six Pillars of Financial Intelligence
Comprehensive analysis across every dimension of your clients' financial health
Cash Safety & Liquidity
Monitor runway, ratios, and cash flow health in real-time
AR/AP Discipline
Track DSO, DPO, and cash conversion cycle efficiency
Revenue Quality
Analyze concentration, retention, and recurring revenue
Unit Economics
Measure LTV:CAC, payback periods, and contribution margins
Expense Control
Benchmark OpEx ratios and identify optimization opportunities
Tax Readiness
Ensure reserves, track owner pay mix, and optimize strategy
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