Every Tool You Need toRun Your Business Like a Pro
The same financial intelligence that powers Fortune 500 decisions—now accessible to businesses like yours. No CFO required. No accounting degree needed. Just clarity.
Financial Statements
The Reports That Open Doors
When banks call, you don't scramble. When investors ask, you don't stall. Generate the polished, professional financial statements that make people say yes.
Balance Sheet
A crystal-clear snapshot of everything you own and everything you owe. GAAP-formatted and investor-ready in minutes.
Income Statement
The truth about your profitability—by product, by period, by department. No more guessing where the money goes.
Cash Flow Statement
See exactly when cash will be tight. The early warning system that lets you solve problems before they become crises.
Custom Report Builder
Board meeting tomorrow? Investor call Friday? Build the exact report you need in the exact format they want.
AI Financial Advisor
Ask Anything. Know Everything.
Your personal CFO that never sleeps, never takes vacation, and knows every number in your business. Ask in plain English. Get answers instantly.
Natural Language Queries
"Why did profit drop in October?" "What's our best customer segment?" "Are we on track for Q4?" Just ask. The answers are instant.
Anomaly Detection
AI watches your numbers 24/7, spotting irregularities humans miss. That expense that doubled? That payment that's late? You'll know immediately.
Trend Analysis
See what's really happening over time. Seasonality, growth patterns, worrying declines—all visualized before they become problems.
Recommendation Engine
Not just data—direction. AI spots opportunities to cut costs, improve margins, and accelerate growth. Actionable insights, not just numbers.
KPI Tracking
The Numbers That Actually Matter
Stop drowning in data. Focus on the metrics that predict success. Compare against industry benchmarks. Know exactly where you stand.
Industry Benchmarks
Are your margins competitive? Is your AR too slow? Compare your performance against companies like yours. Know where to focus.
Custom KPIs
Every business is unique. Build the specific metrics that matter to yours—revenue per employee, customer acquisition cost, whatever drives your decisions.
Goal Setting & Tracking
Set ambitious targets. Watch your progress in real-time. Know exactly how you're tracking toward quarterly and annual objectives.
Performance Alerts
Metrics moving in the wrong direction? Know immediately. Metrics hitting new highs? Celebrate instantly. Stay connected to what matters.
Seamless Integrations
Connect Once. Forget Forever.
Your accounting software already has the data. We just make it brilliant. One-click connection. Automatic sync. Zero manual entry. Ever.
QuickBooks Integration
Connect in 60 seconds. Your QuickBooks data flows in real-time. Always current. Always accurate. Always ready when you need it.
Xero Integration
Xero users, welcome home. Multi-currency support, automatic reconciliation, and the financial intelligence you've been missing.
Sage Integration
Sage 50 or Sage Intacct—we speak your language. Enterprise reliability meets intelligent insight.
Direct File Upload
Different system? No problem. Drop in your Excel or CSV and watch our AI map everything automatically. Your data, our intelligence.
Smart Alerts
Problems Found Before They Find You
The issues that kill businesses? They start small. A cash gap you didn't see coming. A margin that's slowly eroding. We catch them early. You sleep better.
Cash Flow Forecasting
See 30, 60, 90 days ahead. That cash crunch in 45 days? You'll know about it today. Time to plan, not panic.
Budget Variance Alerts
Spending creeping up? Revenue falling short? Know the moment things drift from plan. By department or company-wide.
Balance Sheet Warnings
Ratios turning unhealthy? Accounts out of balance? Automatic alerts before small issues become big problems.
Custom Alert Rules
You know what matters to your business. Set your own triggers. Inventory turns, AR aging, margin thresholds—your rules, your alerts.
Team Collaboration
Share Smart. Control Everything.
Financial transparency for those who need it. Complete security for those who don't. Granular control over who sees what, when.
Role-Based Access
Your bookkeeper sees everything. Your investor sees summary dashboards. Your team sees their KPIs. You control it all.
Secure Sharing
Generate time-limited links to specific reports. Perfect for due diligence, loan applications, or stakeholder updates.
Audit Trail
Who accessed what, when? Complete visibility. Perfect for compliance, security reviews, and peace of mind.
Multi-Company Support
Running multiple businesses? One login. All your companies. Consolidated views when you need the big picture, separate dashboards when you don't.
The Only Question Left:
How much longer will you run your business without this?
Every day without financial clarity is another day of missed opportunities. Let's discuss how Ask Lou can transform your business.