A Finance Dashboard That Reads the Ledger
Revenue, margin, cash, runway, AR aging, and KPIs on one live view - and a copilot that explains any number from the same data, with citations.
What the financial dashboard does
A dashboard is only as good as the data behind it. Fintra’s dashboard reads live ledger facts, so the headline numbers - revenue, margin, cash, runway, DSO - are current, and each tile ties to a report you can drill into. It is the state of the business at a glance, grounded in the same books you close.
- Live tiles for revenue, margin, cash, runway, and AR aging
- KPIs drawn from any metric via the report builder
- Drill from a tile into the underlying report
- A copilot that answers questions from the same facts
Ask the dashboard a question
Beyond the tiles, the finance copilot answers plain-English questions grounded in your data - “what’s driving the margin drop?”, “how much is 90+ days overdue?” - citing the specific numbers and suggesting concrete actions. It never invents a figure; if the data is missing, it says so.
The tiles that matter
| Tile | Reads |
|---|---|
| Revenue | Live revenue vs plan |
| Gross margin | Margin trend from the ledger |
| Cash & runway | Cash position and months of runway |
| AR aging / DSO | Overdue receivables and collection lag |
| KPIs | Any custom metric you pin |
Grounded and scoped
- Tiles read live ledger facts, so they tie to the books
- Role scoping keeps each user’s dashboard within permissions
- The copilot cites its sources and never fabricates numbers
- A deterministic fallback keeps the copilot answering if AI is down
Frequently asked questions
What does a financial dashboard show?
Fintra’s dashboard shows live tiles for revenue, margin, cash, runway, AR aging, and any KPIs you pin - all drawn from the ledger. Each tile ties to a report you can drill into, so the headline number and the detail behind it are the same data.
Can I ask the dashboard questions?
Yes. The finance copilot answers plain-English questions grounded in your data, cites the specific numbers it used, and suggests concrete actions with deep links. It answers only from the facts it retrieved and says so if the data is missing, rather than inventing a figure.
Is the dashboard current or a daily snapshot?
It reads live ledger facts, so it reflects transactions as they post rather than a nightly snapshot. Operational metrics like DSO and AR aging update the same way, so the dashboard is a real-time view of the business.
Is dashboard data permission-aware?
Yes. Role scoping is applied at the data layer, so each user’s dashboard and copilot answers are limited to the data they are permitted to see. Different roles get correctly scoped views of the same underlying ledger.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
See the business at a glance
Start free, no card required. A live finance dashboard with a copilot that explains it.
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