Today
Where you stand, and what changed since your last close — ranked by dollar impact, every figure traced to your books. Suggested next steps are checks to run, not orders.
What moved most Explained
Net revenue retention slipped to 96% in April from 104% in March — the Helix Robotics account downgraded from Pro to Starter ($1,400/mo) and two Build-tier accounts churned ($890/mo combined). Reviewing whether to flag this in the May board update.
Your forecast track record · Inferred
Your revenue forecasts have run 12% optimistic over the last 8 months.
A summary of how your past forecasts compared with what actually happened — historical reliability, not a guarantee about the next one.
How we measure it: every past monthly forecast is scored against the month that actually closed — out-of-sample, never fit to the answer.
Ready when you are
Build this from your numbers
You just watched it work on sample data. Point it at your books and the same briefing rebuilds in under a minute — read-only, nothing written back.
What you get
A Monday finance briefing, a 13-week cash forecast, a monthly close workbook, a board-pack PDF, Excel & Google Sheets sync, and a Slack /runway + Claude/ChatGPT connector.
No ledger writes · Read-only connections · Cancel anytime