One Platform. Complete Intelligence.

Built around decision domains—not features. Each capability answers a core question every business needs to understand.

Powered by 700+ integrations
Platform Capabilities

Financial Health & Planning

"Where do we stand and where are we headed?"

Real-time financial performance and forward-looking plans, grounded in actual business data. Continuously surface trends, risks, and opportunities.

Clear financial visibilityAccurate runway planningStrategy-finance alignment
Connects:Accounting • ERPs • Banking
+24%
$2.4M
18 mo

Banking & Payments Intelligence

"How does cash actually move?"

Real-time understanding of liquidity and cash timing. Identify where cash gets stuck and what actions improve cash flow.

Stronger liquidityCash predictabilityReduced financial stress
Connects:Banks • Payments • Cards
Banks
Insights
+$45K
-$12K

Go-to-Market & Customer Intelligence

"What's driving revenue and growth?"

Understand which channels, customers, and strategies drive sustainable growth—and which ones erode margin.

Better GTM ROIHealthier revenue mixPredictable growth
Connects:Marketing • CRMs • Sales
Awareness
Interest
Decision
$$$
10K visits
2.4K leads
24% CVR

Operations, Inventory & ERP

"How do operations affect cash and margins?"

Understand how operational complexity affects financial performance. Smarter planning around inventory and fulfillment.

Less capital lock-upOps-finance alignmentFewer surprises
Connects:ERPs • Inventory • OMS
142 SKUs83% in stock
3 items low stock
ERP

Multi-Entity Analysis

"How do all your entities perform together?"

Consolidated financial intelligence across all entities, subsidiaries, and portfolio companies. Automated consolidation with standardized reporting.

Unified visibilityAutomated consolidationCross-entity insights
Connects:Accounting • ERPs • Consolidation
+24%
$2.4M
18 mo

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