From signup to dashboard, in four steps.

Set up your Account in about 30 seconds — that's your billing, users, and roles. Your first Workspace (where your dashboards live) is created automatically. Add more Workspaces later for other clients, divisions, or projects. No credit card required.

Link QuickBooks, HighLevel CRM, Clockify, Monday, Google Sheets, OneDrive, SharePoint, a SQL database, or upload a spreadsheet — and add manual entries alongside any of them. Don't see your source? Ask us; we ship requested connectors.

AI maps spreadsheet columns to the right metrics, suggests groupings for name variants ("Acme", "Acme Co", "ACME"), and writes a plain-English summary of what each dashboard shows. You review and confirm — nothing changes behind your back.

Curated pages for Finance, Sales, Operations, and Project Management populate with your actual numbers, and adapt as you connect more data. Set alerts when a metric crosses a target or budget, project future periods with forecasting rules, ask the AI to add a chart, drill into any number, and share or schedule a PDF / email report.