# Financial Dashboards - AI CapEx & Budget Reporting | Gigacatalyst Canonical URL: https://gigacatalyst.com/solutions/financial-dashboards # Financial Dashboards Finance teams get instant visibility into capital expenditure, budgets, and forecasts. No SQL, no waiting on engineering, no stale spreadsheets. [Talk to Founder](#contact) Backed by Y Combinator 80% Less time on manual reporting Real-time Budget vs. actual tracking SOC 2 Compliant infrastructure ## Key Capabilities ### Budget vs. Actual Tracking Automated comparison of planned spend against actuals, updated in real time across every department. ### CapEx Visibility Break down capital expenditure by department, project, or time period with interactive filters and drill-downs. ### Role-Based Access Sensitive financial data stays protected with granular permissions per team, role, or individual user. ## Finance teams are stuck in spreadsheet hell Every month, finance teams spend days pulling numbers from multiple systems, reconciling data in spreadsheets, and building reports that are outdated before the ink dries. Monthly close takes weeks of manual data wrangling Budget owners cannot check spend without asking finance Spreadsheet errors lead to incorrect forecasts Sensitive data gets emailed around with no access control ## How It Works 1 ### Connect your financial systems Link your ERP, accounting software, or database. We map your chart of accounts and spending categories automatically. 2 ### Ask in plain language Finance users type queries like 'Show CapEx by department vs. budget this quarter' and get interactive charts instantly. 3 ### Drill into details Click any bar or line to see the underlying transactions. Filter by cost center, vendor, project, or date range. 4 ### Schedule and distribute Set up recurring reports that land in stakeholder inboxes on the first of every month. Always current, always formatted. ## Every answer stays tied to your source of truth Apps inherit your access rules, call only approved operations, and test the result against the records your product returns. Your data Permissions Approved APIs Governed app contract The rules every app inherits Verified Account scope Northstar Foods only Revenue metric sum(invoice.total) Evaluation $192,000 = source Dashboard Report Action Permissions follow the signed-in customer Metrics are checked against API results Every app version keeps an auditable contract ## Use the data stack your product already trusts Connect approved APIs, databases, and spreadsheet inputs. Keep your existing permission model and build with the coding agent already in your workflow. REST API Approved routes GraphQL Typed operations Database Postgres · MySQL Spreadsheet Excel · CSV Build with the coding agent your team already uses Claude Code · Codex · Cursor ## Why Teams Choose This ### Self-serve for budget owners Department heads check their own spend anytime without filing a request. Finance teams focus on analysis, not report generation. ### Audit-ready exports Every dashboard can be exported as a formatted PDF or CSV with full transaction-level detail for auditors. ### No engineering dependency Finance teams create and modify their own reports. No Jira tickets, no sprint planning, no two-week wait. ### Granular data security Define who sees what at the row level. A VP sees company-wide numbers while a manager sees only their department. ## Built For Your Team ### CFO Office Board-ready financial summaries on demand. Cash flow, burn rate, and runway projections updated in real time. ### FP&A Teams Build variance reports, rolling forecasts, and scenario models without exporting to Excel first. ### Department Heads Track your team's budget utilization and flag overspend before month-end close. ### Procurement Analyze vendor spend, contract renewal timelines, and cost savings opportunities from a single dashboard. ### Controllers Reconcile accounts, track accruals, and prepare close packages faster with live data access. ### Investors & Board Give stakeholders a read-only portal with the metrics they care about, always current and always branded. ## Explore More Solutions See how Gigacatalyst helps teams across your organization with AI-powered analytics and reporting. [### Sales Analytics AI-powered pipeline dashboards and activity tracking for sales teams. Learn more →](/solutions/sales-analytics)[### Report Builder Branded PDF and CSV reports your customers can generate on demand. Learn more →](/solutions/report-builder)[### All Dashboards & Analytics See the full AI-powered dashboards and analytics platform with all capabilities in one view. View product →](/dashboard-analytics-bi) ## Frequently Asked Questions We integrate with NetSuite, QuickBooks, Xero, SAP, and any system with a REST API or JDBC connection. Custom connectors are available for proprietary systems. All data stays within your infrastructure. We connect via read-only credentials and enforce row-level security on every query. SOC 2 Type II compliant with encryption at rest and in transit. Yes. You can schedule any dashboard to be delivered as a PDF or interactive link via email on any cadence: daily, weekly, monthly, or custom. Yes. We support multi-currency with configurable exchange rate sources. You can view reports in local currency, reporting currency, or both side by side. We validate every generated query against your schema before execution. Users can preview the underlying logic and refine it. You can also lock down verified report templates for critical metrics. ## Start building financial dashboards in your product Run the setup prompt from your desktop repository. Your coding agent catalogs the APIs you approve and opens a ready-to-build workspace. Your APIs Your interface Your permissions [Talk to Founder](#contact) Install Gigacatalyst Choose your coding agent. Install Gigacatalyst in this codebase. Read https://giga-api.nmn.gl/api/v1/contact/self-serve-agent.md and follow the installation steps exactly. Do not change the existing product code. Before creating an account or sending anything outside this repo (the account-creation step in the linked instructions), tell me what you're about to send and to which URL, and wait for me to confirm. Stop when the workspace is ready on v2.gigacatalyst.com and you have my sign-in link, or sooner if something looks wrong. “ Gigacatalyst has been absolutely transformational to us, our customers, and the entire business. Over 1,000 UpKeep customers use it daily. Ryan Chan CEO, UpKeep · Series B · Y Combinator W17 ## Ready to make your product adapt? Company Website ### Talk to Founder Book a call and we'll walk you through how Gigacatalyst can work for your product. [Book a Call](https://cal.com/namanyayg/25m)