Platform / Operations / Reports & Insights
Operations · Analytics

Every metric. Live.

DSO, DPO, CCC, aging, cash forecast, vendor spend, FX exposure. Pre-built dashboards, custom SQL, scheduled PDFs, Slack alerts. No warehouse to stand up, no dbt to maintain.

60s
Data freshness
120+
Pre-built metrics
SQL
Full warehouse access
CFO DASHBOARD · OCT 2025
DSO
28d
▼ 14
DPO
42d
▲ 6
CCC
−8d
▼ 20
Cash flow · rolling 8 weeks$18.4M end
W-4W-2NOWW+2W+4
Why it's different

Finance BI, without the BI team.

Pre-built, not DIY

DSO, aging, rolling cash, vendor spend, check float, FX P&L. 120+ metrics correctly defined, on day one.

Live, not nightly

60-second freshness. Every payment, approval, and payment-received event streams straight to your dashboard.

SQL if you need it

Full read-replica of your financial data. Write any SQL, share as a dashboard, schedule to Slack or email.

What's included

Dashboards for every seat.

Controller, CFO, collections rep, treasurer, auditor — each with the view that matches their job.

01 · CFO
Executive dashboard

Top-line: DSO, DPO, CCC, runway, cash end-of-week, FX exposure. One screen.

02 · Controller
Close pack

Month-end checklist, unreconciled GL, open bills, unapplied cash, variance drill.

03 · AP
AP operations

Invoices by state, avg time-to-approve, duplicate hits, payment mix by rail, saved $.

04 · AR
Collections console

Aging, per-collector promise-to-pay, dispute queue, cash app match rate.

05 · Treasury
Cash position

All accounts, all currencies. Minimum-balance forecast. Sweep rules live-view.

06 · Audit
Auditor view

Read-only link. Every transaction with full lineage, approvers, timestamps.

07 · FX
FX exposure

Net exposure per currency. Mark-to-market P&L. Forward-coverage view.

08 · Vendor
Vendor analytics

Spend by vendor, category, region. Concentration risk. Year-over-year.

09 · Forecast
Cash forecast

Rolling 13-week. Drill to source invoices. Scenario sliders (what-if DSO +5d).

10 · Alerts
Smart alerts

"USD balance < $2M", "DSO > 45d", "any wire > $1M". Slack, email, PagerDuty.

11 · Exports
Scheduled exports

PDF to board deck, CSV to your drive, Snowflake sync, Tableau TDE.

12 · SQL
SQL console

Write queries directly, save as dashboards, share with teammates. ANSI SQL.

Questions

Reports FAQ.

Can I export to my warehouse?
+
Yes. Native syncs to Snowflake, BigQuery, Redshift, Databricks. Or use our CDC stream directly. Schema is documented and stable.
Does it pull from my ERP too?
+
Yes. The GL side comes from NetSuite / QBO / Xero / SAP so dashboards show both bank-truth and book-truth with variance called out explicitly.
Can I slice by entity?
+
Every metric is sliceable by entity, department, project, GL, vendor, customer, currency, and any custom tag.

Stop exporting to Excel.