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 — every plan
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
Cash Flow Forecasting
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 E-commerce CEO Dashboard, your QuickBooks reports are live,
not two weeks old.
- Real-time numbers for real-time decisions. You see Net Sales MTD, true contribution margin, Orders · AOV · Conversions, and cash on hand + runway.
- Built for e-commerce: Track live GMV, COGS, and channel profitability across Shopify, Amazon, and direct sales — so you know which products and ads are actually making money.
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
- Cost Control AI — included with every E-commerce planIncluded
+ Stacked skills
- Profitability+$10
- Inventory Intelligence+$10
- Cash Flow Forecasting+$10
Multi-location services
Enterprise
$149/mo base
+ Stacked skills
- Custom AI skills+$10
- Multi-location support+$10
- Industry tool kit+$10
Your E-commerce CEO Dashboard
Sample data$128.4K
+14.2% MoM
$41.7K · 32.5%
+$6.1K
$87K · 94 days
+11 days
2,148 orders · $59.80 AOV · 2.8% CVR