Finance Overview
The Finance section provides comprehensive tools for investor relations, pipeline management, and team tracking. Access the Finance section by navigating to Finance in the left sidebar, where you'll find three subsections designed for strategic business management beyond day-to-day bookkeeping.
What's in Finance
The Finance section organizes advanced features into three areas: Investor View for stakeholder reporting, Pipeline for sales opportunity tracking, and People for team management. Each subsection addresses specific aspects of running and growing your business.
Why it matters: While your dashboards track operational metrics and Transactions handles daily financial activity, Finance focuses on strategic management—communicating with investors, forecasting revenue, and organizing your team.
Finance Subsections
Investor View
Investor View delivers AI-powered financial analysis and professional reporting for board meetings, investor updates, and fundraising conversations. The page displays performance highlights across six key metrics including revenue growth, burn rate, customer growth, runway, net revenue retention, and MRR growth. Generate comprehensive investor reports with executive summaries, risk assessments, strategic recommendations, and actionable talking points—all produced automatically by analyzing your financial data.
The detailed financial metrics table shows month-over-month trends across revenue, expenses, net income, burn rate, cash balance, runway, customer count, and retention metrics. Export professional PDF reports customized for different audiences, whether you're preparing for quarterly board meetings or responding to investor due diligence requests.
Why it matters: Investor View transforms raw financial data into stakeholder-ready insights. Instead of spending hours compiling metrics and writing narratives, generate professional analysis in under a minute. The AI identifies risks you might overlook and surfaces opportunities that deserve attention during investor conversations.
Pipeline
Pipeline tracks sales opportunities from initial discovery through closed deals. View all active opportunities organized by stage, filter by deal type (new business vs. existing customer expansion), and forecast revenue based on deal probabilities and expected close dates. The pipeline table displays deal value, stage, owner, close date, and probability for each opportunity.
Manage individual deals through detailed views showing complete opportunity information. Create new deals manually, update stages as opportunities progress, and mark deals as won or lost to maintain accurate pipeline metrics. Filter and export pipeline data for sales reviews, revenue forecasting, or board reporting.
Why it matters: Your pipeline represents future revenue before it hits your books. Accurate pipeline management helps you predict cash flow needs, plan hiring timing, and make confident commitments to investors about growth trajectory. The pipeline provides the leading indicators that forecasting tools like Founder's View rely on for realistic revenue projections.
People
People provides a centralized team directory for tracking employee information across your organization. View all team members with their department assignments, employment status, locations, and hire dates. Filter by status (Active, Inactive, On Leave) to focus on current team members or maintain historical records of past employees.
Add new team members with comprehensive information including basic details (name, email, employee ID), employment information (job title, department, division, status, employment type, start date), compensation details (salary, hourly rate, bonuses), and location data. Export employee lists for headcount reports, departmental analysis, or integration with other HR systems.
Why it matters: People connects your team structure to financial analysis. Department assignments enable the granular expense tracking you see in Reconciliations when tagging transactions by team. Accurate headcount data supports budget planning, helps you understand team-specific burn rates, and provides the organizational context investors need during due diligence.
How Finance Connects to Other Features
Dashboards and Finance: Your Finance, SaaS, and Revenue dashboards track what's happening now and what happened historically. Finance features help you communicate those results (Investor View), predict what comes next (Pipeline), and understand who's driving the numbers (People).
Transactions and Finance: Daily transaction management in the Transactions page creates the data foundation that powers Investor View reports. Department tags you assign in Transactions flow from People's organizational structure. Pipeline deals eventually become revenue transactions when they close.
Founder's View and Finance: Founder's View uses pipeline data to inform revenue projections in scenario planning. Team data from People helps model hiring plans and payroll expenses. Investor View reports can be generated alongside Founder's View exports to provide stakeholders with both historical analysis and forward-looking forecasts.
Reconciliations and Finance: Proper categorization in Reconciliations ensures Investor View reports show accurate expense breakdowns and cash flow patterns. Department assignments in People determine which team tags are available when categorizing transactions.
When to Use Each Finance Feature
Use Investor View when:
Preparing for board meetings or investor calls
Creating quarterly or monthly investor updates
Responding to due diligence requests during fundraising
Analyzing financial performance trends across multiple periods
Identifying risks or opportunities in your financial data
Use Pipeline when:
Forecasting revenue for budget planning or cash flow management
Tracking sales team performance and opportunity progression
Planning hiring timing based on expected deal closures
Preparing revenue projections for investor presentations
Analyzing win rates or sales cycle length
Use People when:
Building departmental budgets based on team composition
Tracking headcount growth for investor reporting
Organizing team structure for expense allocation
Maintaining employee records for compliance purposes
Analyzing team costs by department or location
Tips for Using Finance Features
Connect the dots between sections: When generating Investor View reports before board meetings, also export Pipeline data to show future revenue potential. Use People headcount data to contextualize expense growth—"our engineering expenses increased 30% because we hired three engineers this quarter."
Maintain data quality: Finance features rely on accurate underlying data. Keep People records current with timely status updates, update Pipeline deals as they progress, and ensure proper transaction categorization so Investor View reports reflect reality.
Leverage exports strategically: Each Finance feature supports exporting data. Use People exports for HR integration, Pipeline exports for sales forecasting models, and Investor View PDFs for stakeholder distribution. Combine exports from multiple sections to create comprehensive board packages.
Update before critical meetings: Generate fresh Investor View reports the day before board meetings to ensure current data. Review Pipeline before investor calls to speak confidently about future revenue. Verify People records before creating departmental budgets.