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Your numbers, your CFO, one place.
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Book your setup call
and we will get you connected.
A CFO in your corner, with the books done for you.
Here is how your first two weeks look.
1
You connect your accounts
You link QuickBooks, your bank, and payroll. We walk you through each one on a short call, but you connect them. Read-only, always.
2
Watch your welcome video
A two-minute tour of your dashboard and how to read your numbers.
3
Set your Freedom Number
What you need to take home. The whole dashboard paces to it.
4
See your 7 numbers
Revenue, profit, cash, runway and more — in plain English, updated daily.
5
Monthly CFO review
We walk your numbers with you and decide the next move together.