01
CEO Dashboard
Executive summary tabs for P&L, cash flow, balance sheet, and forecast signals from the connected company file.
Built into the product now
More than reporting. A live operating model for finance.
Executive dashboards, forecasting controls, Xero sync, and AI agents in one workspace.
02
Forecasting Workbench
Model scenarios across revenue, expenses, cash runway, working capital, and balance sheet movement.
03
AI Finance Agents
Ask questions, inspect assumptions, explain variances, and preview changes before applying them.
04
Xero Sync
Connect real accounting data, track sync status, and use actuals as the base layer for forecasts.
05
Scenario Control
Use governed scenario selectors, time horizons, and editable assumptions without touching live records.
06
Finance Audit Trail
Surface checks, source context, and model logic so teams can trust the forecast, not just view it.
Product tour
A guided demo inside the real app.
Walk through the CEO dashboard, forecasting workbench, and AI agent tools using live Xero demo data connected to the app.
Dashboard tour
Workbench tour
Xero demo data
CEO dashboard
See the business from the top level first.
The CEO dashboard brings forecast signals, financial summaries, and tabbed views into a fast executive review surface.
Executive summary
P&L tabs
Cash flow tabs
Balance sheet tabs
Forecasting workbench
Change assumptions, compare scenarios, and understand the cash impact.
The workbench gives operators a structured place to model forecast changes while keeping actuals, assumptions, and checks visible.
Forecasting that stays tied to the accounts.
Revenue, expense, cash flow, and balance sheet logic live together so teams can see where forecast changes flow.
Scenario selectors
Forecast horizon
Runway checks
Actuals plus forecast
Just Ask Pecunio
AI agents
Ask the model questions without leaving the forecast.
Vibe financing, with controls.
Ask Pecunio to explain the numbers, model a scenario, or pressure-test a decision. The AI can move fast, but every forecast stays tied to source data, assumptions, and reviewable changes.
Explain the numbers
Ask what changed, what matters, and where the answer came from.
Preview forecast actions
Model changes before committing them to the active scenario.
Use business context
Agents can work with the dashboard, workbench, and connected accounting data.
Cash visibility
Make cash flow readable before it becomes urgent.
Cash flow summaries help teams see operating inflows, outflows, runway, and forecast movement from one place.
Operating cash
Forecast movement
Runway view
Give finance teams a live model, not another static report.
Connect Xero, open the CEO dashboard, and start forecasting with AI agents beside the numbers.
Want to click through the live demo account? Complete the contact form and we will send access.
