Every month, AI reads your QuickBooks and writes a plain-English CFO Report — complete with cash flow forecasts, anomaly alerts, and 3 specific recommendations.
No jargon. No spreadsheets. Delivered to your inbox by the 3rd of every month.
Acme Services LLC
May was your strongest month of the year. Revenue grew +18% vs. April, driven by two new retainer clients. Gross margin held at 62%.
Revenue
$187K
+18%Gross Margin
62%
+2ptCash Runway
4.2 mo
-0.3Anomaly: Software subscriptions up 340% vs. prior month — review for duplicate charges.
CFO Rec #1: Your A/R days sit at 48 — invoice sooner to add $23K cash to your runway by month-end.
Written in plain English from your actual QuickBooks data. Every month. Reviewed by a CPA before it reaches your inbox.
A 3-sentence plain-English narrative of your month. No jargon. Just what happened, why it matters, and what changed.
Revenue vs. prior month and prior year. Top expense categories. Gross margin trend. AI-written variance commentary.
Beginning and ending cash, operating cash flow, and a 60-day forward projection. Know your burn rate before it becomes a crisis.
5 key metrics with trend arrows: Revenue Growth, Gross Margin %, Net Margin %, A/R Days, Expense Ratio.
AI flags any line item that moved >15% unexpectedly — with an explanation and a question to investigate.
Specific, actionable next steps based on your month's data. Each cites a number and tells you exactly what to do.
Every QuickBooks user sees the same data. Only some understand it.
From QuickBooks data to CFO-quality insight — automatically, every month.
You grant us read-only accountant access in QuickBooks Online. We can never make changes — only read. Takes 5 minutes.
Read-only · No passwords sharedOn the 1st, our system pulls your P&L, cash flow, and balance sheet. AI writes the narrative. Nicholas (CPA) reviews every number.
AI + CPA review, every monthYour branded 6-page CFO Report lands in your inbox and your client portal. Plain English. Specific numbers. Actionable next steps.
PDF to inbox + portal accessA fractional CFO costs $2,000–$8,000/month. FinSight starts at $197.
Starter
Best for micro-businesses getting started with financial clarity.
QuickBooks users who stopped guessing and started knowing.
“I've had QuickBooks for 3 years and never understood my own P&L. The first FinSight report made me realize I was overpaying a vendor by $1,800/month. That's a 5x ROI in month one.”
Sarah Mitchell
CEO, Brightline Agency
“I always felt anxious going into year-end. Now I'm not. FinSight tells me exactly where I stand every month, in plain English. My bookkeeper records the numbers. FinSight tells me what they mean.”
James Okafor
Owner, Okafor Construction
“The anomaly alert in month 2 flagged a software subscription auto-renewing for $340/month. I had no idea. Paid for itself 10 times over.”
Priya Sharma
Founder, Clarity Health Practice