Drag-and-Drop Finance Dashboard Builder
Finance Teams Love These Controls
Ledger-Safe Connectors
Read-only bridges to QuickBooks, Netsuite, Xero, and banks keep numbers synchronized without risking destructive writes.Variance Story Blocks
Drop commentary cards beside charts to explain swings in margin, FX, or headcount spend.Multi-Entity Views
Stack subsidiaries, regions, or cost centers into toggleable tabs so consolidation work takes minutes, not days.Formula Builder
Create ARR waterfalls, CAC ratios, or runway projections with spreadsheet-style expressions directly in the dashboard canvas.Close Calendar Automations
Trigger notifications when a data source is stale or when an owner still owes commentary before the board pack locks.One-Click Publishing
Send secure viewer links to investors or export slides where each chart stays live for late-breaking updates.Dashboarding Tips from FP&A Leads
1. Pin cash first
Cash position and burn multiple deserve the hero slot—everything else ladders up to protecting runway.
2. Tell the story with comparisons
Layer YoY, QoQ, and plan vs. actual on the same tile to keep stakeholders anchored on whether you’re pacing ahead of budget.
3. Tag owners
Assign each metric an accountable leader. Their avatar appears on hover so execs know who can answer questions.
4. Mute decimals
Show big numbers in millions with a one-line footnote. Cleaner typography keeps focus on direction, not pennies.
5. Schedule refresh around close
Daily syncs are great mid-month, but tighten to hourly during close week to avoid screenshot confusion.
Who Relies on It
CFOs
Share live numbers with the board without wrangling slide after slide.
FP&A Managers
Prototype new KPIs for leadership reviews and keep commentary tied to each metric.
Controllers
Track close checklists, reconciliations, and variance approvals all in one view.
Founders
Watch burn, runway, and bookings without living inside spreadsheets.