SOURCESAI ORGANIZESYOUR DASHBOARDDELIVEREDQuickBooksSpreadsheetsHighLevel CRMClockifySQL databaseMaps & organizes$84k+18%94%PDFScheduled PDFemailed to your teamPPTPowerPointor Google SlidesShare linkno login required!Alertstarget · budget · YoYIsolated DB per orgNever touches other tenants' data.AI privacy controlsSees only what you allow.Reconciled to sourceClick any total to see it.
For businesses of every size

Your numbers,
dashboard-ready.

Connect QuickBooks, spreadsheets, and more. AI maps your data, builds your dashboards, and explains what the numbers mean — no analyst required.

Stop hunting for the information that matters to you.

DashboardDriven delivers it to you automatically — organized, up to date, and ready the moment you open it. Drill into the details whenever you want them.

Get started freeSee pricing

14-day free trial · no credit card required

Such asQuickBooksHighLevel CRMClockifyMondayGoogle SheetsMicrosoft ExcelOneDriveSharePointSQL databasesCSV filesManual entry

New data sources land regularly — and we ship the ones our customers ask for. Create an account and tell us what to add next.

Everything in one place.
Finally.

Stop switching between tabs. Stop copying numbers into spreadsheets. Stop waiting for the monthly report.

All your data, one view

Connect multiple sources — accounting software, spreadsheets, manual entries, even private SQL databases — and see everything in a single dashboard. No copy-paste, no stale reports.

Just ask the AI

"Show me revenue by customer this year" — the AI builds the chart, grounded in your actual data, not generic templates. Every page also gets an AI-written summary of what's notable. You control what the AI can see.

Reconciled to your source

Click any total and see the exact transactions or GL accounts that produced it. A badge warns you when our totals drift from the source so you investigate before sharing — not after a board meeting.

Spreadsheet auto-mapping

Upload any spreadsheet and AI figures out what each column means — revenue, expenses, headcount, dates. You confirm, and your dashboard populates immediately.

Scheduled delivery

Send your dashboard to your team or board on a schedule — PDF, PowerPoint, or share link. Or export on demand to Google Slides. They never need to log in.

Your own private database

Your data is stored in a database that belongs only to you — completely isolated from every other subscriber. No shared tables. No risk of data bleed.

For your business

Built for how businesses actually work.

Connect QuickBooks, HighLevel CRM, Clockify, Monday, SharePoint, spreadsheets, and private SQL databases — all in one place
AI maps your spreadsheet columns to the right metrics automatically
Finance, Sales, Operations, and Project Management dashboards out of the box — they adapt as your data grows
Forecasting that learns from your actuals — we find the bookings → revenue lag in your data and propose a rule in one click
Alerts when a metric crosses your target, your budget, or last year's number — by email, on schedule, with the right people
Click any total to see the source — reconciled to QuickBooks so you can trust what you share
Schedule a PDF, PowerPoint, or share link to your team or board — they never need to log in
Computed metrics — margins, ratios, growth rates — no SQL required
AI summaries on every page + just ask: "show me revenue by customer this year"
Use your own domain for the workspace (Business tier) — your brand, your URL
Start for free →
$84.2k94.1%$2.4k+18%

From signup to insight in minutes

A guided setup walks you through every step — no configuration, no IT ticket, no waiting.

01

Connect your data

Link QuickBooks, paste a Google Sheets or OneDrive URL, upload a file, or enter numbers directly. Mix and match — there's no limit on sources.

02

AI organizes it

Our AI reads your spreadsheet structure and maps each column to the right metric — revenue, expenses, headcount, whatever it finds. You review and confirm.

03

Your dashboard is ready

Pre-built dashboards populate with your actual numbers. Add widgets, set filters, invite your team, and get an AI summary of what the data shows.

How your data is organized

One Account. As many Workspaces as you need.

Your Account handles billing, users, and roles. Inside it, create separate Workspaces for each client, division, or portfolio company — with their own data, dashboards, and share links.

Your AccountBilled once. One team roster. One set of permissions.BillingPlanCustom domainSSOUsers · Roles · Data PoliciesConfigurable Account-wide OR per-WorkspaceWORKSPACEFinance & opsCash · P&L · budgetQuickBooks · SheetsTeam-only viewWORKSPACESales & marketingPipeline · bookingsHighLevel · ClockifyBoard dashboardWORKSPACEClient — AcmeCustom KPIsOne CSV + manualPublic share linkAccount-levelWorkspace-level — separate data, dashboards & share links in each
Account-level

One bill. One team roster. One set of roles. Add users once — grant them the Workspaces they need.

Workspace-level

Each Workspace is a clean slate — its own data sources, dashboards, monitors, and public share links. Nothing bleeds across.

Grows with you

Start with one Workspace. Add more as you win clients, launch divisions, or spin up new pilots — every plan includes multiple Workspaces.

Why DashboardDriven?

We're built differently from the tools you've probably tried.

vs. Excel / Google Sheets
Live-connected data, not manual copy-paste
Multi-source: QB + spreadsheet in one view
AI summaries — no formulas to maintain
Team-shareable without sharing the file
vs. Power BI / Tableau
Setup in minutes, not days
No analyst or IT required
AI maps your data for you
Self-service pricing — no enterprise contract
vs. QuickBooks Reports
Combine QB data with HighLevel, Clockify, spreadsheets, SQL
Forecasting + alerts on top of QB's numbers
Break down by any field your data has
Reconciled to QB — click any total to see the source
Security & Privacy

Your data is yours.
We take that seriously.

Every Workspace gets its own isolated database — your data never touches another customer's. AI features only analyze what you explicitly allow, and you can see exactly what data is shared. All data is encrypted at rest and in transit.

Private database per Workspace
Your data lives in its own database, never in a shared table.
AI privacy controls
You decide what data AI can access. Nothing is sent without your knowledge.
Encrypted everywhere
Data encrypted at rest and in transit. Credentials never stored in plain text.

Simple pricing.
No analyst required.

From solo operators to teams of 75. Start free, upgrade when you're ready. Enterprise? We'll talk.

Start for freeView pricing

14-day free trial · no credit card required · annual billing available