KPI Monitor
Your KPIs, synced from your data, with flags when something moves the wrong way.
Financial-ops monitoring: a custom KPI plan connected to your accounting, store and bank data. Cash and sales are checked daily; profitability KPIs are flagged as soon as your books close.
Best for: Founders who want to know about a cash or margin problem before the monthly meeting.
What's included
- Custom KPI plan drafted for your business and reviewed by a CFO
- Connections to QuickBooks Online, Shopify, and bank and card accounts
- Daily refresh with Watch and Critical flags you can tune
- Books-close detection: profitability KPIs stay preliminary until the month looks reconciled
- A flag when last month’s books are still open after the 15th
- Source and timestamp on every number
- Weekly email digest
- Manual entry for anything not connected yet
Scope that flexes with you
Scope flexes up and down. Add a debt raise, pause the monthly review in a quiet quarter, or step down from full management once your systems are running. Change tiers any month without re-onboarding: your data and platform stay the same.
Questions
Which KPIs does it track?
It starts from our public KPI library: weeks of cash, lowest projected cash, card utilization, sales vs. forecast, gross and contribution margin, MER, CAC, inventory weeks on hand, DSO, DPO, covenant headroom and more. Your plan is tailored to your channels and financing.
How does it know when my books are closed?
It reads the data. A month counts as closed when QuickBooks cash ties to the bank, nothing is left uncategorized, revenue and cost of goods are booked, and the numbers stop changing. Later tax adjustments are recorded without reopening the month.
See the product on the platform page or browse the KPI library.
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