Dashboard
Pin reports from the AI tab to build your personal dashboard
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All Transactions
Every transaction across all entities, straight from QBO
P&L by Entity
Your income and expenses at a glance
Period
Full Year 2026
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Select a period and click ↻ to load P&L data
Balance Sheet by Entity
What you own, what you owe, and what you're worth
Period
Full Year 2026
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Reports
Your saved reports, always up to date
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Ask FinStalker AI
One-click reports and AI-powered financial analysis
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FinStalker AI
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I'm FinStalker AI — I stalk your finances so you don't have to. 🔍
Hit ⚡ Sync Data to load your full QBO history into my memory. Once synced, I can build any table, chart, or report you ask for — coaching income by client, expense breakdowns, forecasts, scenario models — exactly like building the dashboard, but on demand.
Sync first, then ask anything.
Hit ⚡ Sync Data to load your full QBO history into my memory. Once synced, I can build any table, chart, or report you ask for — coaching income by client, expense breakdowns, forecasts, scenario models — exactly like building the dashboard, but on demand.
Sync first, then ask anything.
🧠 Memory
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💬 What do you remember?
CFO Brain Beta
Streaming AI co-pilot — conversations persist across sessions
📁 Projects