Financial Essentials
Insight Lite
Your first step to financial clarity. Upload a CSV and get instant P&L, dashboard KPIs, and cash flow snapshot — in under 60 seconds.
Everything Included
What You Get with Insight Lite
CSV upload → instant P&L in under 60 seconds
Auto-calculated gross margin, net income, burn rate
3-month cash flow projection
KPI alert thresholds (revenue, expenses, runway)
Exportable PDF reports for stakeholders
Mobile-responsive financial dashboard
No accounting knowledge required
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