Your numbers, live — not in a PDF you never open
Every Just Easy Books client gets access to our own CFO dashboard. It reads directly from your general ledger and turns it into the handful of numbers that actually drive decisions — and the answers to the four questions owners ask their CFO every week.
Where do we stand, right now?
The first screen you land on after logging in. Every headline KPI your books can tell you — surfaced in one strip, with the variance you need to know about, not buried in a 40-page PDF.
Revenue, gross margin, net income and cash — side by side
Top-of-page strip mirrors what a CFO would write on a whiteboard.
Account-type breakdown by dollars and accounts
See where the money sits — and which buckets are growing fastest.
Variance flags you actually act on
Net loss, working-capital red, gross-margin status — surfaced at the top, not in a footnote.
Activity counts you can sanity-check
Live account and transaction totals so you know your import ran cleanly.
Could we get a loan today?
The same score banks use, in your own dashboard — with the underlying signals spelled out, so you know what to fix before the next credit conversation.
Business credit score with grade
The 100-point scale lenders actually run, plus the letter grade most underwriting systems assign.
Paydex-equivalent payment promptness
How fast you pay, normalised to the way Dun & Bradstreet-style vendors are scored.
Distress and capacity ratios
Lower-better distress score, plus your credit-limit headroom from public filings.
Five underlying signals
Payment behaviour, financial distress, credit capacity, public records and business stability — each with a grade.
Movement over time
Trend line versus prior periods — what the next lender review will see.
Are we getting better, or just bigger?
Six views of the same business over the same twelve months. Once you see them next to each other, the story is obvious — and it's rarely the story the monthly P&L was telling.
Revenue, gross profit, net profit — all in one grid
Three lines in the same units, so you can see where revenue is rising but profit is flat (or vice versa).
Gross-margin percentage over time
The number that fixes pricing — trended against itself, not just against last year.
Net-margin percentage, monthly
Positive months in green, negative in red, so outliers jump out instead of hiding in averages.
Net cash flow by month
The view that ends the conversation about whether revenue equals cash.
Are the assets on the balance sheet actually collectible?
Most business owners can't answer this in one sentence. After this view, they can — and they know which aging buckets to call this week.
The screen surfaces two alerts you'd otherwise miss — uncollectible exposure in AR and obsolete-risk inventory — with a dollar number attached to each.
Receivables aged 0–30, 31–60, 61–90 and 90+ days
Each bucket scored for collectibility, with the percentage of AR it represents.
Inventory health across categories
Healthy precision parts, normal fabricated assemblies, slow-moving raw stock and obsolete risk — each flagged.
Three ratio checks at the top
Asset turnover and inventory turnover against industry averages, plus AR as a percentage of assets.
The tool is included. The interpretation is the point.
Anyone can hand you a login. The reason this dashboard changes outcomes is that a CFO is reading it with you — noticing the margin slipping in one service line, the vendor costs creeping up, the tax payment that needs planning two quarters out.
The dashboard gets you the numbers. Your CFO tells you what to do about them.
Your data stays yours
The dashboard reads your ledger — it never takes ownership of it. You keep full access to your accounting system and can export everything, always.
What's included at every tier
- Live CFO dashboard access
- Command Center summary view
- Business credit health report
- 12-month trend analytics
- Asset quality & aging analysis
- General ledger import & reconciliation
- Import health warnings
- Unlimited exports of your own data
No separate software licence, no per-seat fee, and no add-on to negotiate. If you're a client, you have it.
Book a Free CFO CallSee your own business in the dashboard
Book a free discovery call. We'll walk you through what your numbers would look like in each of these four views — using your actual ledger, not a demo account.
Free · 30 minutes · No obligation and no pitch deck