Executive
Gain full financial visibility with detailed reporting, advanced analysis, and seamless accounts payable. The Executive Plan includes quarterly and annual reports, priority support, and deeper insights to help you lead with confidence.
Drive Peak Performance with Executive Financial Management
Comprehensive financial management, proactive financial analysis, streamlined accounts payable, enhanced audit processes, and expert support to drive your business vision.
What is Executive
Full-Service Bookkeeping: We keep your books clean and current—no matter how many transactions you run.
Smart Receipt Management: Snap, store, and sync receipts. No more paperwork, no more clutter.
Electronic Accounts Payable: (NEW - Key Executive Feature) Precise invoice processing, schedule payments, and track bills with an integrated AP system built for control and scale.
Tax & Audit Ready: Your financials are organized, accurate, and always ready for tax season or audits.
24/7 Performance Dashboard: Track performance at a glance. See your key metrics updated daily—so you can make decisions faster.
Premium Financial Reporting (Enhanced): Get clear profit & loss, balance sheet, accounts payable, accounts receivable, and general ledger reports delivered monthly. Built for visibility and alignment.
Comprehensive Financial Analysis (Enhanced): Gain deeper insights with comprehensive financial analysis reports. We'll provide valuable context and help you understand your company's financial performance.
Core Financial Management Made Easy
Dedicated Support
Quick, responsive answers from our team—usually within one business day.
Software Fees Included
All tools are included. No surprise charges, no add-ons.
Secure Cloud Access
Secure, real-time access to your financials from anywhere.
Unlock Strategic Financial Planning Built for Endurance
We turn your data into a roadmap for growth.
Board-Ready Reporting
Get high-impact visual reports tailored for investors and executive teams.
Variance Analysis
Spot deviations instantly and adjust course with clear insights.
Predictive Forecasts
Model revenue, expenses, and cash flow based on real-time trends.
Goal-Based Planning
Set strategic targets and track your progress
Let’s Build a Strong Financial Foundation for Your Company
Comprehensive Financial Analysis for Clarity & Growth
Budget Analysis
Compare actuals to your monthly budget and stay aligned with your goals. Pinpoint where to adjust before small issues become big ones.
Financial Ratio Analysis
We analyze key ratios like profitability, liquidity, and efficiency. Understand what’s working—and where to improve.
Profit & Revenue Analysis
Get a clear picture of revenue, COGS, and profitability. Identify your top performers and uncover areas for increased efficiency.
Cost & Expense Analysis
Track categorized spending trends across the business. Reduce unnecessary costs without impacting operations.
Inventory Analysis
Track turnover, carrying costs, and stock levels in one clear view. Reduce waste, free up capital, and streamline your inventory flow.
Cash Flow Analysis
Understand where your money goes—and where it should be. Forecast future needs, avoid crunches, and keep your cash working smart.
Risk Analysis
Spot risks before they surface. We identify financial vulnerabilities and help you build a plan to stay protected and resilient.
Benchmark Analysis
Know where you stand—and how to get ahead. We compare your KPIs against industry leaders to reveal opportunities for sharper performance.
Growth Projections
Forecast with confidence. We turn your financial data into forward-looking insights, helping you plan for expansion, investment, and sustainable growth.
Streamline Your Finances Accelerate Your Growth
Experience next-generation bookkeeping and financial analysis — powered by human expertise and AI precision.
A Unified System Designed for Clarity
