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Financial Dashboards

Finance teams get instant visibility into capital expenditure, budgets, and forecasts. No SQL, no waiting on engineering, no stale spreadsheets.

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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teams spend days pulling numbers from multiple systems, reconciling data in spreadsheets, and building reports that are outdated before the ink dries.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 scopeNorthstar Foods only
Revenue metricsum(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.

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See the full AI-powered dashboards and analytics platform with all capabilities in one view.

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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 APIsYour interfaceYour permissions
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Install Gigacatalyst

Choose your coding agent.

Ryan Chan
“

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

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Ready to make your product adapt?

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Book a call and we'll walk you through how Gigacatalyst can work for your product.

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