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The complete financial picture

Connect cash, revenue, spend, plans, and accounting context in one explainable operating view.

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Company overviewSample company
Northstar CloudOverview
Operating account$302,000
Cash reserve$180,000

Cash

$482,000

Monthly revenue

$126,000

Operating spend

$158,000
Cash outlookBase runway 15.1 mo
ObservedForecast
600k400k200k0JanMarTodayJulSepDecToday: $482,000 · Dashed lines: forecasts

At $32k monthly net burn: 15.1 months of runway.

What should I look at before making a decision?

Important decisions slow down when financial context is split across provider portals, spreadsheets, and disconnected point tools.

Operating view
A management view of activity and performance; it is not necessarily a posted accounting statement.
What it works with
Supported account balances, normalized revenue and expenses, and the available planning context.
What you get
A connected operating picture that helps you choose which record or assumption to inspect next.

How the work progresses

Who uses it

Founders, business owners and finance teammates who need a clear operating picture and a reviewable next step.

  1. Review the workspace and the scope of available financial information.
  2. Compare cash, revenue, spending and the supported planning context.
  3. Open the relevant record or assumption before deciding what to do.

A concrete example

Illustrative, not customer data.

What should I look at before making a decision?

Northstar has $482,000 cash, $126,000 monthly revenue and $158,000 operating spend. The overview gives the team a starting point, not permission to act on an unexplained total.

Explore the sample company

What still needs judgment

OwnCents provides management information, not accounting, tax, legal, investment, or financial advice. Conclusions depend on complete, current, and correctly classified data.

AI can explain available context and suggest questions. Deterministic services own calculations, and AI cannot approve, post, close, change ownership, or move money.

Available workflows depend on your plan, permission scope, configuration and supported data. Compare plans before choosing.

Before you use the complete financial picture

Can I explore this before connecting company data?
The public demo is a fixed, read-only sample company. It illustrates supported product areas without creating an account or accessing customer data; it is not proof that every configured workflow is available in the tour.
What should I verify before relying on an output?
Confirm scope, source coverage and timing. For this capability, review supported account balances, normalized revenue and expenses, and the available planning context. An operating status or AI explanation does not replace the required review of accounting evidence.
Does an explanation automatically authorize a financial action?
No. AI can explain available context and suggest questions. Deterministic services own calculations, and AI cannot approve, post, close, change ownership, or move money.

Continue the workflow

AI CFO

Explore grounded explanations and scenarios while deterministic systems retain calculation and control authority.

Reporting

Read operating and ledger-derived reports with visible scope, classifications, support, and integrity limitations.

See the work in context.

Explore a read-only sample company, or start with your own supported data.

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