Reporting & Analysis
AI Expense Audit for Zoho Books
Checks expense claims against policy and flags exceptions, connected natively to Zoho Books so it reads and updates expenses, receipts, vendors and…
Reporting & Analysis
AI CFO Intelligence Dashboard
One conversational dashboard for leadership to ask about performance, cash, budget and trends at once.
Leadership needs one clear picture of the business, but today it is spread across report packs, spreadsheets and slides that answer last month's questions. This dashboard brings performance, cash, budget and spend into one conversational view. Leaders can ask a follow-up question in plain language and get an answer from your own data, with alerts when a key metric moves away from its baseline.
- Performance, cash, budget and spend in one view
- Follow-up questions answered in plain language
- Alerts when a key metric drifts from its baseline
$7,900
20–30 working days
Optional maintenance $395/mo
What it is
AI CFO Intelligence Dashboard gives leadership a single conversational view across performance, cash, budget and spend, answering follow-up questions in place of static slides. It delivers by email, Slack or a web dashboard, and every answer comes from your own financial data.
Why businesses buy it
When leaders cannot get answers quickly, decisions wait for the next report or get made on instinct. Finance then spends days producing one-off analyses that are out of date by the time they arrive. After this build, leadership has a single, current view they can question directly, and finance stops rebuilding the same slides. Conversations move from what happened to what to do next. The Scope Card lists the data sources, metrics and alerts in writing before you buy, so everyone knows exactly what the dashboard covers.
Problems this solves
Leaders have follow-up questions the static board slides cannot answer
The dashboard lets leaders ask follow-up questions in plain language and get answers in place. Performance, cash, budget and spend sit in one view instead of separate slides.
Financial numbers live in three systems and never quite agree
Up to three read-only sources are connected and combined into one view. Every answer comes from your own financial data, checked against three months of history before launch.
Owners wait on finance to answer simple questions
Up to 25 recurring questions and metrics are set up for self-serve answers. Owners can check margin or cash themselves, and finance spends less time on one-off requests.
A good fit if
Leadership currently asks finance for a fresh cut of the numbers whenever a question comes up outside the standard report.
You want one dashboard leadership can question directly, rather than several separate reports for cash, budget and spend.
Your data already lives in systems like QuickBooks, Xero, NetSuite or Google Sheets you can connect read-only.
You want the most complete finance view in this range, with ongoing care from monthly maintenance.
Not the right fit if
A single recurring report pack with commentary covers your need, without the interactive dashboard. See AI Financial Reporting.
Your priority is budget variance specifically, not a full executive view. See AI Budget Analysis.
Cash projection alone is what leadership is asking for. See AI Cash Flow Assistant.
Your data spans more than three sources or you need custom leadership sign-off chains. Use our Custom AI enquiry form for larger or bespoke projects.
How it works
- You connect the data. Up to three read-only sources feed the full view: performance, cash, budget and spend, in one place.
- You define what leadership should see. The up to 25 metrics that matter most become the dashboard's core view and the questions it is built to answer.
- It learns your baseline. At least three months of your historical figures set the pattern it uses to judge what is normal and what needs attention.
- Leadership asks it questions directly. In the web dashboard, Slack or email, questions like how a cost center moved or what changed since last quarter get an answer grounded in the connected data.
- It flags what needs attention first. Up to five alerts surface the metrics moving furthest from baseline, so a conversation starts with what matters, not a scroll through every number.
- You review and refine before launch. Two rounds of changes let you adjust which metrics lead, and how the dashboard answers follow-up questions.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to each data source feeding the dashboard.
- Your own definitions of the metrics leadership cares about most.
- At least three months of historical figures to set the baseline.
- The list of dashboard users, recipients and the delivery channel.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the metric list and alert thresholds.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and leadership's priority metrics confirmed.
Weeks 1–2
Data sources connected and the cross-area baseline built.
Week 3
Dashboard, conversational question set and alerts configured.
Weeks 3–4
Results checked against three months of your historical data.
Week 4
Your review and two rounds of changes to metrics and dashboard behavior.
Go-live
Live, recorded handoff session held, and 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $7,900 |
| Express | 15–25 working days | $8,900 |
| Rush | 10–20 working days | $9,900 |
What you receive at handover
- AI CFO Intelligence Dashboard connected read-only to up to three financial data sources
- One conversational dashboard or recurring report, with up to five alerts
- Up to 25 defined metrics or recurring leadership questions
- Test report with answers checked against three months of your data
- Admin guide and a recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give owners answers in minutes instead of waiting on finance
- Helps leadership discuss one shared set of numbers
- Makes board and leadership prep lighter
- Ad-hoc data requests to finance
- Tally leadership requests for figures in the month before launch and compare with each month after.
- Time to prepare leadership packs
- Log hours spent preparing board or leadership packs before launch and after.
- Dashboard use by leaders
- Check the dashboard's usage log for how often leaders ask questions each week.
Before you start: List the questions leaders ask finance most often. Record how long the current leadership pack takes to prepare.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay for the build once. Running it afterwards costs roughly $20 to $150 a month for AI model usage and hosting or scheduler fees, billed directly in your own accounts. Build and test usage follows the same rule, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need a fourth data source or more than 25 tracked metrics, add a note at checkout. You get a written Change Quote before any extra work starts. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly hours for changes, matched to a dashboard leadership relies on regularly. It starts after the 30 days of included support.
$395/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A BI platform license runs monthly per seat, on top of implementation cost | A custom executive dashboard build is quoted after discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A generic BI tool leaves metric selection and modeling to you | An agency agrees scope as the project develops | Ours is written on the Scope Card, including the 25-metric limit |
| Delivery | Self-serve BI platforms still take weeks of modeling and dashboard build | An agency project usually runs several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| How leadership uses it | Most BI dashboards are read-only charts leadership must interpret themselves | An agency build depends on what was specified | Ours answers follow-up questions directly, conversationally |
Questions about this product
Why is AI CFO Intelligence Dashboard the most advanced build in this range?
It covers performance, cash, budget and spend in one conversational dashboard rather than a single report area, and it answers follow-up questions across all of them. Because of that broader scope, the monthly change hours in maintenance scale up with it. Its fixed price and delivery date are both shown on this page before you order.
Can leadership ask the dashboard follow-up questions directly?
Yes. Beyond showing the up to 25 metrics you defined, it answers direct questions grounded in the connected data, such as how a cost center moved since last quarter. It only answers from the data sources and baseline you approved, so it says so rather than guessing when a question falls outside that scope.
How does AI CFO Intelligence Dashboard differ from AI Financial Reporting?
AI Financial Reporting assembles and delivers a recurring report pack with written commentary. AI CFO Intelligence Dashboard is a broader, interactive dashboard across multiple finance areas that leadership can question directly, at a higher price reflecting that wider scope. Many buyers start with reporting and grow into the dashboard.
How much does AI CFO Intelligence Dashboard cost to run each month?
Roughly $20 to $150 a month for AI model usage and hosting or scheduler fees, paid directly in your own accounts. The figure depends on how often the dashboard refreshes and how many questions it fields. There is no separate ongoing platform fee from Upmark Labs beyond the one-time build price.
Can we add more metrics to the dashboard later?
Yes. Adding a metric within the 25-metric limit, or adjusting an alert threshold, fits inside the monthly change hours that come with maintenance. Expanding past that limit or adding a fourth data source is a Change Quote, priced first. Maintenance also covers monitoring, fixes and a monthly health report, and starts after included support ends.
Is our financial data secure across all the connected sources?
Yes. Access credentials for every source are shared by adding our team as a user or creating a key you control, never sent by email, and connections are read-only, so nothing in your accounting systems is changed. Single sign-on, role-based access and audit logging are available as add-ons for leadership dashboards with stricter access policies.
How is accuracy tested before leadership relies on it?
We run the dashboard against three months of your own historical data before launch, so you can confirm the metrics and answers line up with what your team already knows to be true. Two rounds of changes let you correct any metric definition or answer behavior before leadership sees it live.
Can AI CFO Intelligence Dashboard maintenance be cancelled after launch?
Yes, plans bill monthly with no lock-in and can be cancelled for any coming month. The 30 days of support included with the build continue regardless of whether you take a plan. If you cancel, the dashboard keeps running on its existing configuration until you change something yourself.
Give leadership one dashboard, not five reports.
Order AI CFO Intelligence Dashboard and leadership gets one conversational view of the business, on a delivery date fixed and shown before you pay.
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