Automated Financial and Sales Insights

Delivered monthly. Visual, insightful, and hands-free

Both plug-and-play reporting or out-of-the-box solutions that turn your QuickBooks Online data into clear, visual financial and sales dashboards — no spreadsheets, no custom builds.

What’s Included

✅ Financial Overview

  • Income Statement Trends (MoM, QoQ, YoY)

  • Balance Sheet Ratios (Current Ratio, D/E)

  • Cash Position & Profitability Highlights

  • Commentary on changes and metrics

✅ Sales Insights

  • Revenue Trends

  • Top Products & Customers

  • Category/Segment Breakdowns

  • Month-over-Month Sales Change

✅ Delivery

  • PDF Report sent to your inbox each month

  • Fully automated from QBO

  • No manual work required

Who It’s For?

Small businesses, accountants, and advisors who want better visibility — without building dashboards or wrangling spreadsheets.

Pricing

  • $25 Monthly. No Contract.
    Financial Performance – 10 page Income statement trends, balance sheet ratios, cash flow changes, profitability KPIs, and more.

  • $25 Monthly. No Contract.

    Sales Insights – 10 page Monthly revenue breakdowns, top products/customers, sales trends, and year-over-year comparisons.

  • $75 Monthly. No Contract.

    A 10 page custom report with the commentary and KPI’s you choose. Fully automated and updated and emailed monthly.

    +$5 Per additional page

  • $150 Monthly. No Contract.

    Custom 10-Page Financial Report
    Tailored to your business needs, with your automated visuals and commentary that go beyond the basics — built from your data.

    Live Interactive Dashboard
    Get real-time access to KPIs, trends, and drill-downs through a secure, private dashboard — accessible anytime.