Northwind MetricsNorthwind MetricsAI for Business
Live dashboards · English & Español

Your firm, in one live console.

Real-time QuickBooks dashboards, AI without huge expense, and industry-specific tool kits — built for small business owners and bookkeeping shops competing with bigger firms.

14-day free trial · Month-to-month · SOC2-aligned · Read-only QuickBooks access

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CPA Firm OwnerNW
Northwind Metrics

Good morning, Nora.

3 reports awaiting review · 2 syncs completed overnight

Active clients

24

+2 this month

Reports this month

47

+12 vs Apr

Avg. delivery

11m

−3m vs Apr

Revenue across book

Last 6 months

Recent activity

  • Acme RoastersMonthly brief sent
  • Briar & CoDraft ready
  • Foxglove LLCQB synced

Report library

+ New report

  • Acme Roasters

    Monthly brief

    Sent

  • Briar & Co

    Cash-flow forecast

    Review

  • Foxglove LLC

    Expense deep-dive

    Draft

  • Northwind Mfg

    Monthly brief

    Sent

Report review

Approval-ready drafts under your firm's brand.

AC
Why did margin dip last month?
COGS rose to 42% of revenue (target 38%) — mostly green-bean pricing on Inv #2041.
Ask about cash, runway, vendors…

AI chat

Ask the books, get grounded answers.

3.5h

Hours saved per client / month

< 1 day

Avg. setup time per firm

12k+

White-label reports shipped

See it live

Your firm, in one console.

Real product. Not a mockup. This is what you'll see five minutes after you connect your first client.

Report library

+ New report

  • Acme Roasters

    Monthly brief

    Sent

  • Briar & Co

    Cash-flow forecast

    Review

  • Foxglove LLC

    Expense deep-dive

    Draft

  • Northwind Mfg

    Monthly brief

    Sent

Report library

Nine AI-CFO templates. Generate, review, and send under your firm's brand.

AC
Why did margin dip last month?
COGS rose to 42% of revenue (target 38%) — mostly green-bean pricing on Inv #2041.
Ask about cash, runway, vendors…

AI Chat — grounded in client books

Ask anything in plain English. Answers cite the actual QuickBooks data.

The current world

Hours of manual work, every month.

  • Manually reviewing financials, line by line
  • Hand-writing summaries every client, every month
  • Explaining the same numbers in 1:1 calls
  • Hitting a ceiling on how many clients you can serve
  • Clients who don't actually understand their P&L

With Northwind

80% of the work, automated.

  • AI reads the numbers from QuickBooks
  • AI explains what's actually happening
  • AI suggests concrete next actions
  • You review, edit, and ship in minutes
  • Clients finally understand their business

How it works

Four steps. Ten minutes.

From "let me pull the numbers" to "report sent" — without the spreadsheets.

01

Connect QuickBooks

Read-only OAuth. One click per client. We sync accounts, balances, and transactions.

02

Generate the report

Pick a template (monthly brief, cash-flow forecast, expense deep-dive). AI drafts it from real data.

03

Review & tweak

Reorder sections, rewrite the exec summary, hide what doesn't apply. You stay in control.

04

Send under your brand

Your logo, your colors, your firm's name. Clients see you — not us.

Hand-drawn illustration of a CPA at a desk with growth charts

Who it's for

Built for the people doing the work.

CPA firms

Scale your book of business without hiring more analysts.

Bookkeepers

Move up-market — deliver CFO-level reports.

Fractional CFOs

Onboard clients faster. Run more advisory at once.

Not for end-business owners directly. Your CPA brings you in.

Why CPAs love it

You stay the trusted advisor. We stay invisible.

Every report goes out as "Prepared by Smith & Co Accounting" — not "Powered by some random AI tool." Your authority, your relationship, your monthly recurring revenue.

  • Live dashboards

    Real-time QuickBooks insights — not week-old static PDFs.

  • AI without huge expense

    Built-in AI assistant for every plan. No per-seat API costs to bolt on.

  • Industry-specific tools & workstations

    Quick add-ons for advertising, law, import/export, and more. Associates only see what they need.

  • White-label for firms

    Your logo, colors, footer, disclaimer baked into every dashboard and PDF.

Sample monthly brief

April 2026 — Acme Roasters

Prepared by Smith & Co Accounting

Revenue grew 12% MoM driven by wholesale orders from two new café accounts. Cash position improved to $84,300. Largest expense bucket remains COGS at 42% of revenue — slightly above your 38% target.
Recommendation: Renegotiate green-bean supplier pricing this quarter. A 5% reduction would recover ~$2,100/mo in margin.
ReviewedSent · Apr 28

For bookkeepers, CPAs & fractional CFOs

White-label & resell — your brand, your clients

$49/client list price. Discounts scale with volume. Associate dashboards $20/client/mo. 15% partner discount available for bookkeepers.

1 – 10 clients

$39/ client / mo

You sell at $49, pay $39, and keep the $10 difference per client. White-label add-on: +$20/mo.

11 – 25 clients

$37/ client / mo

25% off list. White-label included.

26+ clients

$34/ client / mo

30% off list. White-label included.

White-label resell · for CPAs only

Resell our AI skills
as your own.

Every skill is white-label. Bundle them into your own packages and keep the margin — we bill you wholesale, you bill the client retail.

Cost Control AI

Your cost $8/mo · Suggested retail $25/mo

Stackable

Labor Optimization AI

Your cost $8/mo · Suggested retail $25/mo

Stackable

Profitability AI

Your cost $8/mo · Suggested retail $30/mo

Stackable

Cash Flow Forecasting AI

Your cost $8/mo · Suggested retail $30/mo

Stackable

AR / Collections AI

Your cost $8/mo · Suggested retail $25/mo

Stackable

Inventory Intelligence AI

Your cost $8/mo · Suggested retail $30/mo

Stackable

Spend less time on reports.
More time on advisory.

Add your first client in under 10 minutes. Cancel any time.