Free Financial Analysis Tool

    The Free Small Business Dashboard for Startups

    Turn your raw Bank/Xero/QBO data into a dynamic startup dashboard instantly. Upload your CSV to track essential KPIs—runway, net burn, gross margin, and LTV—with our secure, AI-powered financial engine. No account required.

    100% private — processed locally in your browser, never stored

    Note - We do not store your data.

    For best results, provide 2-3 months of bank statements. Only the last 3 months and 500 rows are analyzed.

    Want more analysis? Sign up

    Customer Data & Cash (Optional)

    Unlocks CAC, LTV, Runway, Churn, and NRR metrics.

    Industry-Specific Data (Optional)

    Provides industry-specific KPIs for your business type.

    Why It Matters

    Why Every Founder Needs a Reliable Small Business Dashboard

    Flying blind is the fastest way to kill a growing company. A proper small business dashboard acts as your financial command center, translating raw banking data into actionable insights. Whether you are tracking daily cash flow or calculating your runway for the next funding round, having immediate access to your startup dashboard metrics ensures you make decisions based on reality, not guesswork.

    Key Metrics at a Glance

    Know your numbers before your investors do.

    Upload your bank CSV and get every critical metric calculated instantly — no spreadsheets, no guesswork.

    Burn Rate & Runway

    Understand exactly how much cash is leaving your business monthly (Net Burn) and precisely how many months you have left to survive or reach profitability (Runway).

    CAC & LTV

    Track your Customer Acquisition Cost against Customer Lifetime Value. A healthy startup dashboard should show an LTV:CAC ratio of at least 3:1 to ensure sustainable growth.

    Gross Margin

    Calculate the direct profitability of your core services before operating expenses. High gross margins are the hallmark of a scalable Service-as-Software or SaaS model.

    Revenue & MRR

    Track total revenue, monthly recurring revenue, and growth trends directly from your bank data. Spot revenue dips before they become cash flow crises.

    Industry-Specific Metrics

    Tailored for your business model.

    SaaS

    MRR, churn, NRR, ARPU — auto-segmented from subscription data.

    E-Commerce

    AOV, customer LTV, inventory turnover, and return rates.

    Services

    Utilization, billable ratio, project margin, and hourly realization.

    Freelancer

    Invoice aging, payment velocity, and tax reserves.

    Professional Practice

    Billable utilization, CAC per partner, revenue per engagement.

    General Business

    Cash flow forecasts, working capital, and opex ratio.

    Scale Up

    From AI Estimates to Audit-Ready Books

    Our free startup dashboard is perfect for getting an instant pulse on your finances. But as your transaction volume scales, rough estimates aren't enough. You need bulletproof reconciliation, GAAP-compliant reporting, and fully automated AP pipelines. That's when it's time to graduate to professional managed bookkeeping.

    Powered by the same underlying logic as Agent by SlickBooks, this dashboard is just the beginning of what automated finance can do.

    Outgrow Automated Tools?

    When your transaction volume grows, AI estimates aren't enough. You need bulletproof reconciliation and GAAP-compliant reporting.

    Switch to Audit-Ready Books

    Need Custom Automation?

    Want a custom dashboard that connects directly to your Stripe, QuickBooks, and CRM in real-time?

    Build Your Custom Finance Agent

    FAQ

    Frequently Asked Questions

    What is a good burn rate for a startup?
    A healthy burn rate depends on your stage. Early-stage startups should aim for a burn multiple below 1x (spending less than new ARR added). For seed-stage, keeping monthly net burn under $50k is common. The key is ensuring your runway — months of cash remaining at current burn rate — stays above 12-18 months.
    How do I calculate my startup's runway?
    Runway is calculated by dividing your current cash balance by your monthly net burn rate (operating expenses minus revenue). For example, if you have $500k in the bank and burn $25k per month, you have 20 months of runway. Most investors consider 12-18 months healthy and under 6 months critical.
    What is a healthy gross margin for a SaaS business?
    For SaaS businesses, a gross margin above 75% is considered strong, 60-75% is adequate, and below 60% is weak. High gross margins indicate scalable software delivery with low marginal costs per customer.
    What does LTV:CAC ratio mean and what is a good target?
    LTV:CAC compares the lifetime value of a customer to the cost of acquiring them. A ratio above 3x is considered healthy — you are earning 3x what you spent to acquire the customer. Above 5x is excellent. Below 1x means you are spending more to acquire customers than they will ever return.
    How is CAC payback period calculated?
    CAC payback period measures how many months it takes to earn back the cost of acquiring a customer. It is calculated by dividing Customer Acquisition Cost by monthly gross profit per customer. A payback period under 12 months is strong, 12-18 months is adequate, and over 18 months indicates a longer path to profitability.
    What is the Rule of 40 for startups?
    The Rule of 40 states that a software company's revenue growth rate plus profit margin should be 40% or higher. For example, a company growing 30% with a 10% profit margin scores 40. It is a benchmark VCs use to evaluate trade-offs between growth and profitability.
    What is a good net revenue retention (NRR) rate?
    Net Revenue Retention (NRR) above 120% is world-class, 110-120% is strong, 100-110% is adequate, and below 100% means you are shrinking. NRR above 100% indicates that expansion revenue from existing customers exceeds revenue lost to churn and contraction.
    How can I reduce my customer acquisition cost?
    To lower CAC, focus on improving sales efficiency through better lead targeting, optimizing paid ad channels, increasing organic traffic via content marketing, improving your sales funnel conversion rates, and leveraging customer referrals. Use our free finance metrics tool to track your CAC trends over time.