Owner's Financial Dashboard Live demo
Your whole business on one screen: revenue, margins, expenses and trends, month over month.
- Monthly P&L in plain English
- KPIs picked for your industry
- Upload your QuickBooks or Xero P&L
Financial dashboards for small businesses
Your business numbers, finally clear.
Fully interactive dashboards, 13-week cash flow forecasts, budgets, project trackers and team planners, custom-built around your business. Upload your numbers from QuickBooks, Xero or Excel in a couple of clicks and see exactly where you stand, all in your own secure client portal.
Prefer email? Write to hello@cleargaugefinancial.com and we'll reply within one business day.
- 100% interactive
- Custom-built for you
- Upload data in two clicks
- Secure team portal
Owner's Dashboard · OctoberSAMPLE DATA
Revenue
$84.2k
▲ 9% vs Sep
Net profit
$13.1k
15.6% margin
Cash on hand
$46.8k
▲ $5.2k
Runway
7.5 mo
Watch wk 9
13-week cash forecastCashMin. target
Budget vs. actual
Tight week aheadWeek 9 dips below your cash target
Upload straight from the books you already keep
QuickBooksXeroExcel & CSV exportsBank statements
Not another static report
Tools you actually use, not PDFs you file away
Every Cleargauge build is a living, interactive tool made around your business, and keeping it current takes minutes, not hours.
Fully interactive
Click into any number, filter by month, team member or project, update a job's progress, drag what-if sliders and watch every chart, total and alert update instantly.
- What-if scenarios in one click
- Edit numbers right on screen
- Works on desktop, tablet and phone
Completely customized
Your accounts, your KPIs, your jobs, your team, your branding. We design every screen around the questions you ask, then keep adapting it as your business grows.
- Your categories and goals
- Industry-specific KPIs
- Changes and new views on request
Easy updates from your books
Export a report from QuickBooks, Xero or Excel and upload it. Accounts are matched automatically and the whole dashboard refreshes. Prefer hands-off? We'll update it for you.
- Upload an export in two clicks
- Or we refresh it for you monthly or weekly
- Ask about direct connections to your accounting system
What we help you answer
The questions your accounting reports don't answer
Your bookkeeping has the data. We turn it into clear, visual answers to the questions you actually ask every week.
Will I have enough cash to make payroll next month?
See every week's cash in and out, three months ahead.
→ 13-week cash flow
Which jobs or services actually make me money?
Track budget, progress and profit on every job.
→ Project & job tracker
Are we spending more than we planned?
Budget vs. actual for every category, updated monthly.
→ Budget planner
Can I afford to hire, expand or take a loan?
Model the decision before you commit to it.
→ Plans & scenarios
What we build
Example builds
Every build is fully interactive and custom-made from your accounts. Mix and match, or let us recommend a package. Four of these are live in our demo portal, so go ahead and try them for yourself.
13-Week Cash Flow Forecast Live demo
A rolling, week-by-week view of cash coming in and going out, so surprises show up months early.
- Low-cash weeks flagged automatically
- Plan payroll, draws and big purchases
- What-if sliders for slow collections
Budgets & Planners
Set an annual budget together, then track every category against it as the year unfolds.
- Overspending highlighted instantly
- Project and job budget planners
- Monthly and year-to-date views
Project & Job Tracker Live demo
Every project's budget, progress, schedule and profit in one place, with warnings before a job goes over.
- Budget vs. spent by labor, materials and subs
- Gantt timeline, milestones and late flags
- Projected profit updates as you log costs
Business Plans & Scenarios
Multi-year projections and what-if models for hiring, pricing, financing or opening a new location.
- Switch between scenarios in one click
- Break-even and loan payment math
- Bank- and investor-ready
Team Task Planner Live demo
A drag-and-drop board for your team's work: who owns what, what's due, and what's slipping, right next to your numbers.
- Drag tasks across To do, In progress, Review and Done
- Workload by person and overdue alerts
- Filter by project, job or team member
How it works
From messy books to a clear picture in three steps
1
Free discovery call
We learn about your business, the questions you can't answer today, and what a useful tool looks like for you.
2
We build it around you
Upload a few reports from your accounting software, or share access with us. We design and build your dashboards and planners, set up your portal, then walk you through it.
3
Stay current
Upload new exports yourself whenever you like, or let us refresh your numbers monthly or weekly on a care plan.
Who we help
Built for owner-run businesses
You don't need a CFO or a finance team to understand your numbers. Our clients are busy owners who want clarity without the jargon.
Contractors & home builders
Professional services
Retail & e-commerce
Restaurants & hospitality
Agencies & small teams
Nonprofits
Startups & new businesses
Your own client portal
Everything in one secure place, for your whole team
Every client gets a private, branded portal. Sign in with your email, open your dashboards, update numbers and hit Save. Your partners, managers and bookkeeper all see the same up-to-date picture.
- Secure email sign-in. One-time codes, no passwords to forget. Each person only sees what you choose to share.
- Save and share changes. Edits are saved for the whole team, with a full version history so nothing is ever lost.
- Upload your data. Drop in an export from QuickBooks, Xero or Excel and everything refreshes.
- Dashboards, projects and planners together. Financials, cash flow, every project's status and your team's task board, side by side.
Why it pays for itself
CFO-level clarity at a fraction of the cost
One avoided cash crunch, one underpriced job caught early, or one better loan conversation usually covers the cost many times over.
| Spreadsheets on your own | Cleargauge Financial | Fractional CFO | |
|---|---|---|---|
| Typical cost | Free, but hours of your time every month | From $295/month + one-time setup | $3,000–$12,000+ per month |
| Interactive, visual dashboards | Rarely | Sometimes | |
| Built around your business | If you build it | ||
| 13-week cash forecast & alerts | Manual | ||
| Secure team portal with saving | No | Varies | |
| Project tracking & team planner | Separate apps | No | |
| Long-term contract | None | 3-month minimum, then month to month | Often 6–12 months |
Pricing
Clear pricing for clear numbers
A one-time setup to design and build everything around your business, then one monthly subscription that keeps your portal, data and support running. No hourly billing, no surprise invoices.
Essentials
A clear, always-current view of how the business is doing.
$295/month+ $1,500 one-time setup
- Custom owner's financial dashboard
- KPIs selected for your industry
- Secure client portal for up to 5 people
- Monthly data refresh, done for you
- Self-service uploads from QuickBooks, Xero or Excel
- Version history, backups and email support
Professional
MOST POPULARCash flow control and a team that runs on the same numbers.
$595/month+ $3,500 one-time setup
- Everything in Essentials
- 13-week cash flow forecast, updated weekly
- Annual budget vs. actual tracker
- Project tracker and team task planner
- Monthly 45-minute review call
- Up to 15 portal users and priority support
Complete
A fully built financial command center, without hiring a CFO.
$1,150/month+ $6,500 one-time setup
- Everything in Professional
- Job profitability and client reporting
- Business plan and what-if scenario models
- Custom planners built for your workflows
- Twice-monthly review calls
- Unlimited users and custom branding
What the setup fee coversDiscovery, design and build of your dashboards and planners, connecting your accounting data, portal setup for your team, and a live walkthrough.
Simple terms3-month minimum, then month to month. Cancel anytime after that with 30 days' notice, and we'll hand over your dashboards and data.
Most clients go live in 1–2 weeksYou'll see a working draft within the first week and two rounds of revisions are included.
Add to any plan Expand as your business grows
Additional dashboard or plannerfrom $1,250
Another custom view, e.g. sales pipeline, hiring plan or project schedule.
Project & job tracker$2,000
Budgets, progress, schedules and profit for every project or job.
Lender-ready business planfrom $3,500
3-year projections, break-even and debt service, packaged for your bank.
Direct accounting connectionQuoted
Automatic updates straight from your accounting system, where supported.
PREFER NO SUBSCRIPTION?
Own it outright
Buy your custom dashboards and planners with a single one-time payment and run them yourself. The price is quoted for your build after a free call, based on what you need.
- Your finished dashboards and planners, yours to keep
- Refresh the numbers yourself with QuickBooks, Xero or Excel uploads
- Walkthrough and two rounds of revisions included
- Future changes or new tools available as one-time projects
Already on a monthly plan? You can switch to owning your tools outright at any time.
What do I need to provide?
Usually just a few standard reports from your accounting software, such as a profit & loss, balance sheet and recent transactions. We'll send a simple checklist after our call.
Do I need to buy or learn new software?
No. Your dashboards open in any web browser on your computer, tablet or phone. There's nothing to install and nothing new to learn.
Is this the same as bookkeeping or tax prep?
No. We build on top of the books you already keep. Your bookkeeper or accountant keeps the records, and we turn those records into clear, visual tools you can use to run the business.
How do I update my numbers?
There are two easy ways. Export a report (like Profit & Loss by Month) from QuickBooks, Xero or Excel and upload it right in your dashboard; accounts are matched automatically. Or choose a monthly plan and we'll refresh everything for you. Ask us about connecting directly to your accounting system.
Why is there a setup fee and a monthly subscription?
The setup fee covers the custom work: designing and building your dashboards and planners around your business and connecting your data. The monthly subscription covers your secure portal, regular data refreshes, review calls and ongoing changes, so your tools stay accurate and keep improving instead of going stale.
Can I buy my dashboards outright instead of subscribing?
Yes. You can own your custom dashboards and planners with a single one-time payment, quoted for your build after a free call. You keep the finished tools and refresh them yourself with uploads from your accounting software. The secure team portal, data refreshes and review calls come with the monthly plans, and you can switch from a plan to owning outright at any time.
What is the client portal?
A private website where you and your team sign in with your email (we send a one-time code, so there are no passwords to manage). You'll find all your dashboards and planners there, can update and save them, and everyone sees the same latest version. You choose who has access.
Can you track projects and my team's work, not just financials?
Yes. Our Project Tracker follows every job's budget, progress, schedule and milestones, and our Team Task Planner tracks who's doing what and when. We also build other custom planners, like hiring plans and job checklists, all inside the same portal.
Can it be customized to my business?
Completely. Every build is designed around your accounts, your industry and the questions you care about, and can grow with you over time.
How is my financial data handled?
Your portal is private to your business: every page requires a secure sign-in, each person only sees the dashboards you approve, and saves are kept with a version history. Your data is used only to build and update your tools, and is never sold or shared.
Get started
Let's get your numbers working for you
There are two easy ways to start, with no pressure and no obligation: book a free 20-minute call using the form, or simply email us your questions.
Prefer email? Write to us directlyhello@cleargaugefinancial.comReplies within one business day
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