The four decisions
that run your company.
Not another tool to babysit — a loop that watches your books and answers, every week: is there enough money, how much to sell, what price to hold, and how to tell the story. Your accountant sets it up in a day — you don't set anything up.
- Free file uploads
- Full setup in a day — by your accountant
- Encrypted at rest
- No card required
Want to check the numbers first? Verify us in two weeks →
- Will there be enough money?
- A rolling cash forecast that flags the week it gets tight — a marketing firm's overdue invoices, a distributor's container payment, a factory's payroll against a slow season — before it happens, not after.
- How much to sell?
- The volume call that turns pipeline into cash without overselling capacity: how many new retainers a services firm can staff, how deep a wholesaler restocks a SKU, how large a run a production line can absorb.
- What price to hold?
- The price that protects margin without losing the deal — a consultant's day rate, a distributor's volume discount, a manufacturer's list price against rising input costs.
- How to tell the story?
- The one page that tells a bank, a board, or a buyer what's really happening, in numbers they can check themselves — whether you run a clinic, a workshop, or a trading company.
Briefing
You do not reach zero in this plan, but March is the tight month: payroll clears nine days before your two largest invoices do. At the current net burn that is 13.7 months of runway, and the gap is timing, not losses.
From your P&L and bank exports · August 2026, latest closed month
Built for owners who run the company, not just report on it.
This is for you if
- Owner-operators in services, trade, distribution, or manufacturing who need these four decisions answered weekly, not once a quarter.
- Businesses whose books already live somewhere — a bookkeeper, an accounting package, a folder of spreadsheets. CEODash reads them; it doesn't replace them.
- Companies with one person — owner, bookkeeper, or fractional CFO — who can spend a day getting it set up right.
This is NOT for you if
- Businesses that need audited, regulator-grade financial statements. This is a decision tool, not a system of record for statutory reporting.
- Anyone who requires SOC 2 or a signed security assessment before a pilot starts — we don't hold that today. See exactly what we do and don't have. Read our security page →
- A solo founder with no separate books yet. If there's nothing to reconcile, there's nothing yet for this to read.
Check us before you pay us.
Don't take our word for the numbers. Run a structured two-week protocol on your own data — reconcile every headline figure against your own ledger, then test the answers against questions you already know — before anything is asked of you as a subscriber. We promise verifiability, not correctness.
Connect the tools you already use.
OAuth read-only. Setup in minutes. Native connectors plus CSV/Excel uploads across finance, sales, HR, and operations — with more landing every month.
MCP (preview): three read-only tools, enabled by an administrator
Point Claude at your workspace over the Model Context Protocol. Read-only, workspace-scoped, and authenticated with a 15-minute token — and off by default until an administrator turns it on.
One company. Pick the depth you need.
Priced on the company and the depth of analysis — board decks, deep analyses and advisory councils — not on how many tools you connect. Connect as many as you like.
Swipe to compare plans →
One operator running the numbers for a single company.
Not yet self-serve — talk to us to get set up.
- 1 deciding seat · one company
- 1 board deck / month
- 10 deep analyses / month
- 1 full advisory council / month
- 150 AI answers / month (Emma + AI CFO)
A founder plus a small finance or leadership team — the usual starting point.
Not yet self-serve — talk to us to get set up.
- 5 deciding seats · one company
- 4 board decks / month
- 40 deep analyses / month
- 5 full advisory councils / month
- 600 AI answers / month (Emma + AI CFO)
A leadership team with a fractional CFO, or a company past the reconciliation wall.
Not yet self-serve — talk to us to get set up.
- 15 deciding seats · one company
- Unlimited board decks / month
- 150 deep analyses / month
- 20 full advisory councils / month
- 2,000 AI answers / month (Emma + AI CFO)
The product configured to your company end to end — the sections, the model of your business, the visual layer, whatever the fit needs.
Not a bigger bundle of the tier above it. If what you need is the product shaped to how your company actually runs, that is a conversation and a price of its own, not a plan you pick from a card.
Not a plan and not a trial with a timer: upload your own closed months and see whether our figures agree with the report your accountant gave you.
Includes the executive dashboards on your uploaded data and 10 ordinary questions about it, unlocked by your first real upload. Deep analyses, advisory councils and board decks are what the plans above add.
Seats count the people who decide and read. The person who sets CEODash up for you — your accountant or your accounting firm — does not use a seat on any plan, and neither does someone you invite only to request a decision. Their AI questions come out of your workspace’s shared monthly allowance, so it is one company and one pool either way.
- All executive dashboards and the 13-week cash forecast
- Free CSV & Excel uploads — no limit on the number of files
- Connect any tool you use — no per-integration charge
- Comparison with public SMB medians
- Export everything to CSV at any time
- Email support
All plans are monthly. We will introduce annual pricing only after the first customer pilots close successfully — not before, so you are never locked into a year of something that has not proven itself for you.
Prefer to pay by invoice, or need a contract, PO, or security review first? That is normal for buyers in MENA and larger EU SMBs, and it is not something a checkout card can do. Talk to us and we will handle it directly. Talk to sales →
Questions every CEO asks before signing up.
Is my financial data safe?
Yes. CEODash uses read-only OAuth where available, never stores your tool passwords, encrypts sensitive uploads and integration tokens at rest with AES-256-GCM, protects sessions with httpOnly cookies and CSRF checks, and keeps workspace-scoped audit trails for security-critical activity.
How fast can I actually get answers?
With a CSV or Excel export: minutes. Upload it and your P&L is in immediately, self-serve, no one else involved. For the fully-connected setup — HubSpot, Google Workspace, Jira, and the rest — plan on about a day, and that day is usually your accountant or bookkeeper mapping accounts and confirming the numbers match, not you clicking through a wizard.
What if my CFO already does this manually?
Within two weeks, your CFO usually becomes the heaviest CEODash user — because it automates the work they were doing by hand. Position it as freeing them up, not replacing them. The CFO co-pilots the rollout; the CEO consumes the result.
Do I need to involve IT?
Below ~150 employees, usually not — OAuth read-only access doesn’t require IT review. Above that we provide a security review pack plus a 30-minute call with our security lead. The integration footprint is read-only and revocable at the source.
What integrations are missing?
Custom or on-prem ERP, plus a small number of vertical-specific tools. Tell us what you need on signup — we ship a new connector every two weeks on average and prioritise by paying-customer demand.
What is free, and what is paid?
Using CSV, XLSX, or other spreadsheet uploads is free. You only pay when you want CEODash to connect directly to tools like HubSpot, Google Workspace, Jira, or Linear. Nothing auto-charges, and your data exports as CSV any time.
Switching from another tool? see how we compare with Databox, see how we compare with Geckoboard, see how we compare with Klipfolio or see how we compare with Fathom.
Get set up over coffee.
Upload your spreadsheet exports for free. See a real-time view of your business before the next cup, then add paid direct integrations only when you need them.
No credit card · Free CSV and Excel uploads · Paid direct integrations