Full Feature Set

Enterprise-grade finance.
Small business price.

From day-one formation to month-end close, Insight Hunter replaces a bookkeeper, CFO, and compliance team — all in one platform.

📚 AI Bookkeeping

Your books, always up to date. Zero manual entry.

Connect your bank accounts, credit cards, and payment processors. Insight Hunter auto-categorizes every transaction, reconciles accounts monthly, and generates GAAP-ready P&L and balance sheets in real time.

Live bank sync via Plaid — transactions posted in under 60 seconds
AI categorization with 98.4% accuracy, trained on 100K+ business datasets
Automated month-end close with variance analysis
Multi-entity consolidated reporting
Accountant export: QuickBooks, Xero, and CSV

Live Ledger — March 2026

🏦 Stripe Revenue+$14,200Auto

💳 AWS Compute-$1,840Cloud

📦 Shopify Sales+$6,320Auto

🏢 Office Lease-$3,200Fixed

👥 Contractor Pay-$4,500Payroll

Net Income+$10,980✓ Reconciled

Gross Margin

72%

Op Margin

38%

📈 Cash Flow Forecasting

See what's coming before it arrives.

Insight Hunter builds rolling 12-month cash flow models using your actual transaction history, open invoices, recurring costs, and seasonal patterns. Stress-test scenarios before you commit.

Rolling 12-month cash flow with weekly granularity
Scenario modeling — best case, base case, downside
Runway calculator with burn rate tracking
Hiring and spend impact analysis
Automated alerts when projected balance drops below threshold

12-Month Cash Forecast

MarAprMayJunJulAugSep ›Oct ›Nov ›Dec ›

✓ Runway: 18 months at current burn rate of $22K/mo

💡 Insight: Q4 projected +18% — optimal window for hiring or expansion

🧾 Tax & Compliance

Never miss a filing. Never get caught off guard.

Insight Hunter tracks your tax obligations across federal, state, and local jurisdictions automatically. Quarterly estimates, sales tax nexus alerts, payroll deposits, and annual filing prep — all handled.

Automated quarterly estimated tax calculations (1040-ES, 1120-W)
Multi-state sales tax tracking and nexus detection
Payroll tax deposits with deadline alerts
W-2, 1099-NEC, and 1099-K generation
Audit trail with document vault for every filing

Tax Calendar — 2026

Mar 15

S-Corp Q1 Estimate

Filed ✓

Apr 15

1040 Federal Return

In Progress

Apr 30

Payroll 941 Deposit

Scheduled

Jun 15

Q2 Estimated Tax

Upcoming

⚠ Nexus Alert: Sales in CA and TX exceed thresholds — register for sales tax in both states

2026 Tax Estimate $18,400

💬 AI Finance Advisor

Ask anything. Get answers backed by your real data.

Unlike generic AI tools, Insight Hunter's advisor reads your actual books, forecasts, and filings before it answers. Ask about hiring decisions, pricing strategy, cash runway, or tax optimization — all in plain English.

Contextual answers grounded in your live financial data
Scenario analysis — "What happens if I hire 2 engineers?"
Proactive alerts and weekly digest pushed to email or Slack
Fractional CFO report generator (PDF, branded)
Audit-ready memo templates for investor or lender review

AI Finance Advisor

Can I afford to hire two engineers in Q3?

Based on your Q2 projections ($82K revenue, 38% margin), adding 2 engineers at $95K each would reduce your runway from 18 months to 11 months. I recommend waiting until July when Q2 closes — if revenue hits target, the hire is safe.

What's my biggest tax risk right now?

California nexus. You've made $48K in CA sales this year, crossing the $500K threshold is 6 months away at current growth. Register now to avoid retroactive liability.

Ask about your finances…

📊 KPI Dashboards

Every metric that matters, live and in context.

Custom dashboards for your industry — SaaS, retail, services, or construction. Track the numbers your business actually needs: MRR, churn, LTV, COGS, margin by product, and client-level profitability.

50+ pre-built KPI templates by industry vertical
Custom metric builder — define your own formulas
Shareable dashboards for investors and boards
Trend alerts — flag when metrics move beyond set thresholds
White-label PDF reports (Pro plan)

KPI Dashboard — SaaS

MRR

$14.2K

↑ 12%

Churn

1.8%

↓ 0.3%

LTV

$4,800

↑ 8%

CAC

$320

↑ 5%

Margin

68%

↑ 2%

Runway

18mo

Healthy

OctNovDecJanFebMar

Included Apps

One platform. Nine powerful tools.

Every app is included in your plan — no bolt-ons, no per-feature charges.

📋

BizForma

LLC, S-Corp, and C-Corp formation. EIN, operating agreements, state registration, and BOI filings.

Free Tier

📚

Bookkeeping

AI-powered bank sync, transaction categorization, P&L, and balance sheet — always reconciled.

Standard+

📊

Insight Lite

Essential KPI dashboard with monthly cash flow snapshot and AI advisor (10 questions/mo).

Free Tier

Insight Standard

Full forecasting, unlimited bookkeeping, tax compliance, and unlimited AI advisor access.

Standard

👑

Insight Pro

White-label reporting, multi-entity management, custom KPI builder, and fractional CFO report generation.

Pro Only

🔍

Scout

AI-powered client and prospect financial profiling. Assess creditworthiness and revenue potential.

Pro Only

📞

PBX

Business phone system with auto-attendant, call routing, voicemail-to-email, and call recording.

Pro Only

💼

Payroll

Full-service payroll — W-2 employees and 1099 contractors. Tax deposits, direct deposit, and year-end filings.

Standard+

🌐

Website Services

Business website builder with integrated payment pages, client portal, and domain management.

Standard+

Integrations

Connects with your stack

Plug in your existing tools. No migration required.

🏦

Plaid (Bank Sync)

💳

Stripe

🛒

Shopify

📦

QuickBooks

🔵

Xero

💬

Slack

📧

Gmail / Outlook

📊

Google Sheets

🔗

Zapier / Make

💰

PayPal / Square

🧾

Gusto Payroll

☁️

AWS / GCP

Compare Plans

What's included in each tier

All plans include the core platform. Upgrade for more power.

Feature	Lite — $0	Standard — $49	Pro — $149
Business Entities	1	3	Unlimited
Bookkeeping Transactions/mo	50	Unlimited	Unlimited
Bank Account Sync	✓	✓	✓
Cash Flow Forecast	Annual snapshot	12-month rolling	12-month + scenarios
AI Finance Advisor	10 questions/mo	Unlimited	Unlimited + proactive
KPI Dashboards	3 standard	All templates	Custom builder
Tax Compliance	✗	✓	✓
Payroll	✗	✓	✓
White-label Reports	✗	✗	✓
PBX Phone System	✗	✗	✓
Scout (Client Profiling)	✗	✗	✓
Priority Support	✗	Email	Phone + Chat

Enterprise-grade finance.Small business price.

Your books, always up to date. Zero manual entry.

See what's coming before it arrives.

Never miss a filing. Never get caught off guard.

Ask anything. Get answers backed by your real data.

Every metric that matters, live and in context.

One platform. Nine powerful tools.

Connects with your stack

What's included in each tier

Ready to see it in action?

Enterprise-grade finance.
Small business price.