Finance Dashboard
Complete financial visibility and control
Overview
Financial overview dashboard with revenue tracking, expense management, and profit analysis. Monitor cash flow, track expenses, and analyze profitability with AI-powered insights from Alex, your finance AI agent.
Key Benefits
Track revenue and expenses in real-time
AI-powered fraud detection
Automated profit/loss calculations
Tax-ready financial reporting
Revenue forecasting with 90%+ accuracy
Real-World Use Cases
Monthly Financial Close
Review monthly performance with automated P&L statements, expense categorization, and revenue breakdowns by product, channel, and customer segment.
Cash Flow Management
Monitor cash positions, upcoming expenses, and expected revenue. Alex AI predicts cash flow and alerts you to potential shortfalls.
Tax Preparation
Export transaction data formatted for tax filing. Track deductible expenses and generate reports your accountant needs.
Investor Reporting
Generate professional financial reports showing growth trends, unit economics, and key financial metrics for investors and board meetings.
Complete Capabilities
Revenue tracking by product and channel
Expense management and categorization
Automated P&L analysis
Cash flow forecasting
Financial reporting and exports
Alex AI fraud detection
Tax-ready transaction logs
Budget vs actual comparisons
Related Resources
Ready to get started?
Join thousands of businesses using Finance Dashboard to transform their operations.