Northwind Metrics
Documentation
Everything you need to onboard, operate, and hand off the AI CFO suite.
Guides
Connecting QuickBooks
Read-only access to your books. The first sync pulls the last 24 months; after that we refresh nightly and on demand.
- 1Open the QuickBooks page from the sidebar.
- 2Click Connect QuickBooks and sign in to Intuit.
- 3Choose the company file you want to sync and approve read-only access.
- 4The first sync runs immediately — expect 30–90 seconds. You can leave the page; syncs continue in the background.
- 5Use Sync now any time to force a refresh, or check Reports → QB sync audit if a run needs troubleshooting.
Using AI Chat
Ask questions about your business in plain English. Answers cite the underlying accounts, invoices, or transactions.
- 1Open Ask from the sidebar (or press ⌘K).
- 2Pick a prompt from the library, or type a question — e.g. "Which jobs slipped margin last month?"
- 3Each answer shows the accounts and rows used. Click a source to jump to the raw data.
- 4Follow-ups keep context — refine with "same period, by client" or "only jobs over $10k".
Generating Reports
Branded PDF reports ready in seconds. Reports are versioned and shareable via link.
- 1Go to Reports and click Generate this month, or New report for a custom range.
- 2Pick the sections to include (P&L, cash flow, A/R aging, initiatives).
- 3Preview renders inline; Export PDF produces the branded file.
- 4Share the read-only link with clients — they don't need an account.
Applying White-Label Branding
Your logo, colors, and company name flow through the dashboard, emails, and every exported report.
- 1Open Branding from the sidebar.
- 2Upload your logo (PNG or SVG, transparent background recommended).
- 3Set your primary color and company name. The preview updates live.
- 4Save. New reports and client emails pick up branding on the next render.
Need a custom playbook for client handoff? Export branded onboarding PDFs from the Reports tab.