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Finance360
Switch company
Reporting period
Companies
New company
Welcome to Finance360
Getting started
Ready and waiting
Today
Money in vs money out
■ money in
■ money out
Top expenses
Latest transactions
Add data
Bring in a spreadsheet or CSV. Finance360 reads it,
shows you exactly what it found, and imports only once you
approve.
Recommendations
What to do next, and whether it worked. Every recommendation your
CFO makes appears here with its status, so advice is tracked
rather than read once and forgotten.
Business Pulse™
A measure of overall
business maturity and resilience — not profitability alone.
A profitable business can still score modestly if it is young, has
one income source, or holds little cash.
Business Report
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Income Statement
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Balance Sheet
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Cash Flow Statement
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Trial Balance
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Financial Ratios
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Forecast
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Cash Overview
Monthly & Year Comparison
General Ledger
Your CFO's letter
Meet your AI CFO
Your CFO reads your verified financial
data and explains, in plain language:
- What happened
- Why it happened
- Risks worth watching
- Opportunities to pursue
- What to do next, in priority order
Each month it remembers its previous
letters, checks whether its advice worked, and holds you
to it — like a real CFO would.
Model a decision
Estimate what a decision would do to
your profit, cash and runway before you commit to it. Every
estimate separates what your records show from what you are
assuming.
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Ask your CFO
Anything that
follows from the letter — affordability, risks, what to
cut, what changed.
Answers use your recorded financial data. Where information
is incomplete, Finance360 says so rather than guessing.
Company Settings
Company profile
Business details
Branding
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PNG, JPG or SVG up to 3 MB. Optimized sizes are generated
automatically for navigation, dashboard and PDF reports.
Without a logo we use your company initials.
AI Preferences
How your AI CFO analyses and writes to you.
Contact details
Companies
Add a company, rename one, or review the
companies you have access to. To switch between them, use the
company selector at the top of the page.
Your Data
Your records belong to you. Take a copy at any
time, review what's been done, or ask us to remove everything.
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My Subscription
Your plan for
this company. Each company you manage has
its own subscription.
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Platform Administration
These settings control Finance360 for all customers, not
just this company. Only you can see this section.
Platform AI
API keys are never stored or shown here. Set OPENAI_API_KEY or
ANTHROPIC_API_KEY as environment variables on the host (Railway
→ web service → Variables). Customers never see any of this.
Email delivery
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To enable password-reset and welcome emails, set RESEND_API_KEY
(or POSTMARK_API_KEY) and EMAIL_FROM as environment variables on
the host. Keys are never stored or shown here.
System diagnostics
Reports what is actually true on this database: which
migrations have applied, whether the tables and privileges
those features need exist, and whether email is configured.
Subscription Manager
Define the plans every customer sees: pricing,
Stripe Price IDs, features, limits and trial periods.
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Changes take effect immediately for all customers — no redeploy.
The Free plan needs no Stripe Price ID; Enterprise is set to
Contact Sales and shows no price.
Data
Everything that feeds Finance360, and how much you can trust it.
Bring records in, see exactly what was read from each file, and
review the results before anything reaches your books.
Bring your records into Finance360
Drag a file here, or choose one from your computer.
Supported now
Excel
CSV
Coming soon
PDFReceipts
Bank statements
Invoices
ImagesWord
ZIPOFX
MT940
Import quality
Import history
Undo removes an import's numbers from your books (fully audited,
never erased). Re-read runs the analysis again — useful after
changing the document type.