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Platform Guide

Quick links to each section with tips on how to use them.

Your daily check-in. KPIs organized by priority tier with inline insights. Start here each morning.

AI-generated analysis of your financials. Each insight links to evidence so you can verify the source.

Notifications when something needs attention. Address red alerts first, then yellow.

Connect or reconnect QuickBooks. Trigger manual syncs and check connection health.

Manage your profile, subscription, and preferences.

Your metrics are organized into four tiers. Focus on Tier 1 first—if survival metrics aren't healthy, the others don't matter yet.

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