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Real-time financial clarity for SMBs

Your business finances —
simplified in real time.

Know your cash flow, profit, and overdue invoices in 60 seconds. Connect QuickBooks, Xero, or Zoho and see how you compare to businesses like yours.

Get Started View Example Dashboard

numbersai.io/dashboard

Cash Balance

$84,320

↑ +12% vs last month

Overdue Invoices

$18,450

3 invoices overdue

Gross Margin

63.4%

↑ Industry avg: 58%

Health Score

78/100

Good shape

💡 Action Card

Your DSO is 61 days. Typical is 35–45. You're carrying ~$18k in extra unpaid invoices. Consider sending payment reminders today.

Most business owners aren't short on data. They're short on clarity.

Reports are confusing

You get spreadsheets, not answers.

Cash flow is unpredictable

You don't know what's coming next month.

Receivables slip

Overdue invoices pile up unnoticed.

No benchmark exists

No way to know what "good" looks like for your industry.

The Platform

What you get

Real-time visibility

Cash, profit, and overdue invoices in one clean view. Updated daily, not monthly.

Smart benchmarking

See where you stand vs your industry. Know if your DSO, margins, or cash runway are healthy.

Actionable insights

Get action cards that tell you what to fix — not just what happened. "Your DSO is 61 days. Typical is 35–45. You're carrying ~$18k in extra unpaid invoices."

Done-for-you setup

We handle the technical setup. You connect your accounting software, we do the rest.

Monthly summary

Auto-email once per month with KPIs, changes vs last month, and 3 recommended actions.

Accountant-friendly

PDF exports, shareable links, and a "Send to accountant" button built in.

Dashboard

Track what matters

💰

Cash Balance

$84,320

Live

📅

Days Sales Outstanding

61 days

↑ High vs avg 35–45

🛣️

Cash Runway

8.2 mo

Healthy

📊

Gross Margin

63.4%

↑ Above avg

📈

Net Margin

18.2%

Strong

🔔

Overdue Invoices

$18,450

Action needed

🚀

Revenue Trend

↑ +14%

⭐

Health Score

78/100

Audience

Built for growing businesses

NumbersAI is purpose-built for owners who need real financial clarity — without hiring a CFO or decoding complex reports.

✓ Agencies & consultants

✓ Contractors & service businesses

✓ Clinics, studios & local operators

✓ Any SMB doing $250k–$5M revenue

YOUR FINANCIAL HEALTH SNAPSHOT

Cash FlowStrong

ProfitabilityAbove Avg

ReceivablesNeeds Attention

Runway8 months

Overall Health Score

78 / 100

Pricing

Simple, transparent pricing

Everything you need. No setup fees. Cancel anytime.

Starter

$99 /month

Solo owners, small teams

✓ 1 integration (QB/Xero/Zoho)
✓ Cash Flow + Profitability + Receivables
✓ Benchmarking vs your industry
✓ Monthly email summary
✓ 1 user
✓ Email support

Frequently asked questions

Yes. We use read-only access to your accounting software. We never modify your books. All data is encrypted with bank-level security (256-bit SSL).

No. We have read-only access only. We pull data to display it, but we never write to your accounting system.

That's okay. We'll help you clean up the essentials during setup. Our done-for-you onboarding ensures you get accurate data from day one.

Yes. You can add your accountant as a user or share PDF reports with them directly from the platform.

Yes. No contracts. Cancel anytime with one click. No questions asked.

Get CFO clarity without CFO cost.

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Your business finances —simplified in real time.