Add a period
Enter the period's trial-balance totals — we build the P&L, balance and ratios. Nothing leaves your browser.
Budget (optional)
Board dashboard
Revenue by period
Top line across the periods you track.
Gross & net margin
Are the margins widening or slipping?
Gross marginNet margin
Cash runway
Months of cash at the current burn.
Current ratio
Short-term solvency — above 1.0 is the line.
Period detail
What the trend says
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Add a period above — or load the sample client — to see the trend dashboard come alive.