Business Health Check

Analyze monthly business health from QuickBooks data.

QuickBooks

Cash Flow Analysis Dashboard

Analyze monthly cash flow and spending patterns across connected accounts.

Plaid

Credit Card Spend Analysis

Review merchant spending patterns, concentration, and trends from connected data.

Plaid

Ecommerce Performance Analytics

Generate product and category performance insights from connected GA4 ecommerce data.

Google Analytics

Landing Page Performance Analysis

Analyze GA4 landing page performance for a selected hostname.

Google Analytics

Month-End Close Accounting

Surface potential accounting issues from QuickBooks for month-end close.

QuickBooks

Net Worth Calculator

Build a current net worth snapshot from connected Plaid account balances.

Plaid

Overdue Invoices Review

Review, age, and prioritize overdue customer invoices from QuickBooks data.

QuickBooks

Quality vs Quantity Traffic by Channel

Evaluate channel traffic quality and engagement from connected GA4 data.

Google Analytics

Web Page Engagement Dashboard

Compare GA4 page traffic changes with engagement quality.

Google Analytics