Your live P&L.
Your business, by the numbers.
Connect QuickBooks once. Get a live Profit & Loss, cash-flow view, and AI CFO — all working together to cut costs, forecast cash, and grow margin.
AI Skills
Northwind Metrics — A team of AI specialists,
working 24/7 on your business.
Turn skills on as you need them. Each one watches a specific part of your business and reports back in real time.
Cost Control AI
Monitors every expense category. Flags anomalies, vendor creep, and duplicate charges before they accumulate.
Included in Pro
Labor Optimization AI
Tracks labor as % of revenue, overtime trends, and shift coverage. Suggests when to hire, cut, or restructure.
+$10/mo
Profitability AI
Breaks down profit by customer, product, and channel. Tells you what's actually making money and what is unprofitable.
+$10/mo
Cash Flow Forecasting AI
13-week rolling forecast. Spots cash dips before they happen and recommends moves to bridge them.
+$10/mo
AR / Collections AI
Tracks overdue invoices, drafts polite follow-ups, and prioritizes who to call first to get paid faster.
+$10/mo
Inventory Intelligence AI
Identifies slow movers, reorder points, and tied-up cash. Built for shops with physical inventory.
+$10/mo
Custom AI Skills
Northwind Metrics will personalize. Have a workflow unique to your business? Build a skill that watches it, alerts you, and learns over time.
+$20/mo each
The CEO Dashboard
Everything that matters,
on one screen - live.
Six views that read your QuickBooks in real time — so you always know where the business stands.
Real-time QuickBooks reporting
No more two-week-old PDFs. Numbers refresh as your books do.
Cash flow dashboard
What's coming in, what's going out, and when you'll run out — at a glance.
P&L dashboard
Profit, margin, and trends — broken out the way owners think, not the way ledgers print.
Balance sheet
Assets, liabilities, equity. Health-check your business in 10 seconds.
KPI dashboard
The handful of numbers that actually drive your business — tracked weekly.
Daily financial snapshot
One screen each morning: cash, today's priorities, red flags. Done in 60 seconds.
Don't pay the hidden cost of not knowing.
With The CEO Dashboard, your QuickBooks reports are live,
not two weeks old.
- Real-time numbers for real-time decisions: Cash flow, staffing, and pricing choices are now made on actual data. Instantly see which customers, products, or hours are truly profitable.
Your day, simplified
Run your business
in 5 minutes a day.
Morning snapshot
Cash, today's priorities, and red flags — before your coffee gets cold.
Real-time alerts
Unusual transactions, cash dips, and overdue invoices surface automatically.
Weekly action plan
Every Monday, a prioritized list of the financial moves that actually matter.
Built into your flow
Works in Slack, email, or the dashboard. No new logins, no new habits to form.
Pricing
Pick a plan.
Stack the skills that fit you.
Start with a quickbooks core plan, then add the AI skills that match your business. Here are a few common stacks.
CEO QuickBooks dashboard
$49/mo
Core dashboards + 1 AI skill. Everything you need to stop flying blind.
- Real-time QB dashboards
- Daily snapshot
- File uploads & analytics
- Cost Control AI
- AI chat
Pro
$89/mo
Everything in CEO + advanced skills. The most popular plan for growing shops.
- Everything in CEO
- 3 AI skills included
- Weekly action plan
- Priority support
Enterprise
$149/mo
6 AI skills + multi-location support. For multi-location and multi-entity owners.
- 6 AI skills included
- Multi-location support
- Custom AI skills included
- Dedicated advisor
Mix and match skills
Build the stack that fits your business.
Pick a core plan, then stack only the AI skills you need. Here are common setups.
Coffee shop · 12 staff
Pro
$89/mo base
+ Stacked skills
- Labor Optimization+$10
- Cost Control+$10
- Cash Flow Forecasting+$10
E-commerce · $1M GMV
Pro
$89/mo base
+ Stacked skills
- Profitability+$10
- Inventory Intelligence+$10
- AR / Collections+$10
Multi-location services
Enterprise
$149/mo base
+ Stacked skills
- Custom AI skills+$10
- Multi-location support+$10
- Industry tool kit+$10