Finance Dashboards

Your P&L Is Hiding Something.
Do You Know What It's Costing You?

3 AI-powered finance dashboards that show you exactly where financial performance is diverging from plan — built from 30+ years of real-world budgeting and finance experience inside large corporations.

"I sat in hundreds of board meetings where the numbers told one story and the reality was another. These dashboards close that gap — because I spent 30 years on both sides of that table."

— Raj Bulland, Founder & 30-year Finance Executive
3
Live Finance Dashboards
30+
Years Budgeting & Finance Experience
$575K+
Average cost reduction opportunity identified
Finance✓ On Track
EBITDA Margin
52.9%
+17.9% vs industry benchmark of 35%
AI Insight

Revenue YTD: $24.1M

Budget Variance: +$1.2M favourable

Cost Reduction Opp.: $575K identified

Cash Runway: 18 months

Forecast vs Target: 97.4% on track

📊Board meeting readiness: 2 items need review
6 dashboards. Complete financial clarity.

Everything Your Finance Team Needs to Make
Board-Ready Decisions Daily

LIVE

Financial Intelligence Dashboard

The only dashboard that connects your P&L, Balance Sheet and Cash Flow in one unified view — with a unique Bridge section that explains exactly why your profit does not equal your cash. Built for SME owners and CFOs who need instant financial clarity. Works in Generic SME or SaaS / Services mode with one click.

Features
  • Financial Health Score — Profitability, Liquidity, Solvency & Cash
  • Dual Mode — Generic SME or SaaS / Services P&L with one toggle
  • Revenue Build-Up — 6 streams with additive waterfall chart
  • The Bridge — Why Profit ≠ Cash, explained visually
  • Balance Sheet — Current vs prior year with change analysis
  • Cash Flow — Operating, Investing & Financing + Cash Runway gauge
  • 8 Key Financial Ratios — Gross Margin, DSO, DPO, ROE and more
  • AI Recommendations — 6 CFO-grade actions ranked by impact
  • Scenario Planning — Base Case, Growth & Stress Test
  • Upload from QuickBooks, Xero or Sage — live in 30 minutes
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $5,990
View Live Demo
LIVE

Customer Lifetime Value (CLV) Dashboard

The only dashboard that shows exactly what each customer segment is worth over their lifetime — with a colour-coded cohort retention heatmap, LTV:CAC gauges, a live CLV Predictor and AI-powered retention recommendations. Built for SaaS and services businesses who need to move beyond MRR and understand true customer lifetime value.

Features
  • CLV Health Score — LTV:CAC, Churn Health, Retention & Growth sub-scores
  • Cohort Retention Heatmap — 12 cohorts × 12 months colour-coded grid
  • CLV by Segment — Enterprise, Mid-Market, SMB and Starter analysis
  • LTV:CAC Gauges — 4 segment gauges vs 3x minimum benchmark
  • CLV Predictor — 3 live levers: churn, ARPU and gross margin
  • Segment Efficiency Matrix — Stars, Rescue, Nurture and Review quadrants
  • Churn Risk Monitor — Revenue at Risk + cost of 1pp improvement
  • AI Insights — 6 CLV recommendations ranked by annual impact
  • Cohort Retention Curves — 6 cohort lines with 60% benchmark
  • Upload from CRM & billing system — live in 30 minutes
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $5,990
View Live Demo
LIVE

Tally Intelligence Dashboard

The only AI-powered dashboard built exclusively for TallyPrime users — with exact Tally terminology throughout. Profit & Loss A/c, Sundry Debtors, Stock-in-Hand, Duties & Taxes, GST Intelligence (CGST/SGST/IGST) and 9 Ratio Analysis metrics. Upload your TallyPrime export in 3 minutes and get instant financial intelligence in ₹ Lakhs.

Features
  • Tally Financial Health Score — Profitability, Liquidity, GST Compliance & Efficiency sub-scores
  • Profit & Loss A/c — exact Trading Account structure with Gross Profit & Net Profit
  • Balance Sheet — Capital & Liabilities vs Properties & Assets in Schedule VI format
  • GST Intelligence — CGST/SGST/IGST breakdown, ITC tracking, GSTR-1/3B/2B status
  • Stock Summary — any number of stock groups, Closing auto-calculated
  • Ratio Analysis — 9 TallyPrime ratios including Debtor Days, Current Ratio & ROE
  • Cash Flow — Operating, Investing & Financing with cash runway indicator
  • AI Insights — 6 recommendations ranked by annual ₹ impact
  • Data Studio — 4 live-edit tabs: P&L Monthly, Balance Sheet, GST, Stock Summary
  • Upload from TallyPrime Alt+E export — live in 3 minutes
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From ₹24,990
View Live Demo
LIVE

Financial Performance Dashboard

The only financial dashboard that shows you exactly where your P&L is leaking — department by department, cost centre by cost centre. Built for CFOs and Finance Directors who need to identify $575K in cost reduction opportunities before the next board meeting.

Features
  • Financial Health Score — 85/100 AI rating
  • P&L analysis — 6 departments tracked
  • $575K cost reduction opportunity identified
  • EBITDA margin 52.9% — vs industry benchmark 35%
  • Actuals vs budget — variance analysis by department
  • Cost analysis — $84.7K fully loaded cost per employee
  • Cash flow analysis — 90-day forecast included
  • Scenario planner — model cost, revenue & EBITDA margin
  • Ask Finance AI — Claude-powered assistant
  • Upload your own data — live in 60 seconds
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $7,990
View Live Demo
LIVE

Budget vs Actual Dashboard

The only budget dashboard that shows CFOs and CEOs exactly where financial performance is diverging from plan — month by month, line by line. Built for senior management who need to identify revenue shortfalls, cost overruns and cash risks before they become board-level problems.

Features
  • Executive Pulse Bar — always-visible YTD revenue, net income, cash runway and budget trend
  • Full P&L statement — revenue to net income with monthly, YTD and annual views
  • 12-month revenue analysis — trend charts, achievement donut and stream variance
  • CFO insight cards — consecutive misses, year-end forecast, recovery needed and cash runway
  • CFO narrative — AI-generated plain English board-ready financial summary
  • OpEx deep dive — all 9 categories with variance ranking and status badges
  • Cash flow analysis — burn rate, ending cash, runway and monthly trend
  • Department budget — 6 departments with budget vs actual and status badges
  • Scenario planning — model revenue growth, cost reduction and headcount impact
  • AI recommendations — 6 financial actions ranked by net income impact
  • Ask Finance AI — Claude-powered CFO analyst
  • Upload your own data — live in 60 seconds
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $7,990
View Live Demo
LIVE

Workforce Analytics Dashboard

Complete workforce intelligence covering headcount, costs, attrition, productivity and scenario planning. Identifies millions in optimization opportunities your current tools miss. Built for Finance leaders who need workforce costs explained in P&L language.

Features
  • 8 AI-powered metric cards with drill-down
  • Department-level cost & revenue analysis
  • Attrition cost calculator (visible + hidden costs)
  • Interactive scenario planning (4 levers)
  • SaaS & Telecom industry benchmarks
  • 9 AI-powered recommendations with full ROI
  • Ask Workforce AI — Claude-powered assistant
  • Upload your own data — live in 60 seconds
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $7,990
View Live Demo

"Every number in these dashboards carries the weight of 30+ years of real budget reviews, board presentations and financial decisions inside large corporations — built by the executive who was accountable for the outcome, not the consultant who observed it."

30+ Years Finance ExperienceHundreds of Board Presentations$50K Consulting ReplacedBoard-Ready in 30 Seconds
Built for the people accountable for the numbers

Finance Leaders Who Are Responsible for the Answer

CFO / Finance Director

You need the full P&L story in one view — variances explained, risks quantified, and board narrative already written. Not a spreadsheet that takes two days to build.

CEO / Managing Director

You need to walk into every board meeting knowing exactly where you stand — revenue, costs, cash runway and the three things that need a decision this week.

Financial Controller

You need actuals vs budget explained in plain language — which departments are over, which are under, and what the year-end number looks like if nothing changes.

Operations Leader (P&L Accountability)

You need your operational costs translated into financial impact — fully loaded cost per head, efficiency gaps, and the ROI of every operational investment you're considering.

Ready to see what your financial data is really telling you?

30 Years of Finance Experience.
Yours in 30 Seconds.

Book a 15-minute demo. No sales pressure. Just an honest conversation from someone who has built your budgets, presented your board packs, and made your financial decisions — for over 30 years.

No commitment. No consultant fees. Just 30 years of experience in a 15-minute call.