Overview
Real-time financial snapshot
Monthly Burn Trend
Expense Breakdown
Recent Transactions
Forecast
Data-driven financial projections and risk analysis
Scenario Adjustments
Revenue Adj0%
Burn Adj0%
One-time Event$0
Adjust sliders to overlay what-if scenarios on the data-driven baseline.
Cash Forecast
Revenue Concentration
Client Risk Analysis
Expense Alerts
Category Forecast
Contract Timeline
Seasonal Spending Patterns
Revenue
MRR trends, client breakdown, Stripe analytics
Revenue by Client
Monthly Revenue Trend
Client Revenue Detail
Recent Payouts
Syncro Invoices
Client P&L
Per-client revenue vs COGS, profit margins, contract health
Revenue vs COGS by Client
Margin by Client
Client Detail
Contract Status
Expenses
Burn rate analysis, vendor spend, trend detection
Category Breakdown
Monthly Burn Trend
Top Vendors
Projects & Margins
Manage projects, track COGS, sync with Syncro
Projects
COGS Review Queue
Transaction Review
Classify, review, and manage transactions
Settings
Appearance, vendor rules, connection status, data management
Appearance
Vendor Rules
Xero Connection
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Data Sync
Bank Connections (Plaid)
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