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spend days pulling numbers from multiple systems, reconciling data in spreadsheets, and building reports that are outdated before the ink dries.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

Connect your financial systems

Link your ERP, accounting software, or database. We map your chart of accounts and spending categories automatically.

Ask in plain language

Finance users type queries like 'Show CapEx by department vs. budget this quarter' and get interactive charts instantly.

Drill into details

Click any bar or line to see the underlying transactions. Filter by cost center, vendor, project, or date range.

Schedule and distribute

Set up recurring reports that land in stakeholder inboxes on the first of every month. Always current, always formatted.

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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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.

Ready to get started?

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“

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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