Finance Module · 6 Views

Autonomous
Finance Dashboard.

Invoices, funding opportunities, revenue trends, grant matching, and AI spend — all in one dashboard. No spreadsheets, no manual exports, no switching between tools. Your full financial picture, updated live.

Book a Finance walkthrough← All modules
Core capabilities

What the Finance module does

From raising your first invoice to tracking the funding round — one dashboard handles the financial operations that growing AI-first companies need.

📄
Invoice Tracker

Create invoices, attach Razorpay payment links, send branded HTML emails directly to clients, and track status — draft, sent, paid, overdue — from one view.

📡
Funding Radar

A live-updated database of VC funds, accelerators, and grants matched to your company profile. Save opportunities, track their status, and get notified when new ones appear.

💰
AI Spend Tracking

Every Gemini API call is logged with token count and cost in USD. See today's spend, this week's, this month's — broken down by agent so you always know where money is going.

6 dashboard views

Everything in one place

Six dedicated views covering every financial dimension — switch between them in one click without leaving the dashboard.

01Funding Radar

Live-matched VC funds, accelerators, and angel investors filtered to your stage, sector, and geography. Save, track, and dismiss opportunities as you work through them.

02Pipeline Funnel

Visual bar funnel showing deal count and total value at each stage — Lead, Qualified, Proposal, Negotiation, Won. Updated live from your CRM data.

03Revenue Trend

6-month bar chart of closed deal revenue. Shows total revenue, deals closed, and month-over-month movement — so you can spot growth or slowdown immediately.

04Invoices

Full invoice lifecycle: create drafts, send branded emails, attach payment links, mark as sent or paid, and flag overdue invoices — all without leaving the dashboard.

05Grant Checker

AI-powered eligibility screening against government grants, startup schemes, and R&D tax credits relevant to your company size, revenue, and industry.

06AI Spend

Detailed breakdown of Gemini API costs by agent, by day, by week, and by month. See which agents are the most expensive and track total spend since launch.

Live KPIs

Your financial health at a glance

The Finance dashboard opens with four live KPI cards: pipeline value, closed this month, active funding opportunities, and AI spend — updated every time you load the page.

Pipeline ValueClosed This MonthFunding OpportunitiesAI Spend / Month

Dashboard screenshot coming soon

Platform features

More than just tracking

The Finance module handles invoicing, payments, grant discovery, and AI cost visibility — everything a growing startup needs to manage money without a full finance team.

Invoice Engine
Invoice Email Dispatch

Send a professionally branded HTML invoice email to any client directly from the dashboard. The email includes the invoice details, due date, and a payment link — no external tool needed.

Payments
Razorpay Payment Links

Attach a Razorpay payment link to any invoice. Clients click, pay, and the invoice status updates automatically — reducing time-to-collect from days to hours.

Pipeline
Deal Pipeline Funnel

Every deal stage visualised with total value and average deal size. The funnel reads live from your CRM — Lead, Qualified, Proposal, Negotiation, Won — with no manual data entry.

Grant Matching
Grant Eligibility Checker

Answer a few questions about your business and the Grant Checker cross-references government schemes, startup grants, and R&D incentives to surface the ones you are most likely to qualify for.

Funding
Funding Radar

A continuously updated opportunity board. VCs, accelerators, and angel networks matched to your stage and sector — with the ability to save, dismiss, or mark as applied directly from the dashboard.

AI Spend
Per-Agent AI Cost Breakdown

See which AI agents cost the most across your system. The AI Spend tab shows cost ranked by agent — so you can optimise expensive automations and justify the ROI of every workflow.

6
Dashboard views
Live
KPI updates
INR + USD
Multi-currency
Per agent
AI cost tracking
Next Step

Get your Free AI Workflow Mapping.

A 30-minute strategy call to audit your current operations, identify your highest-ROI automation opportunities, and see exactly what an autonomous version of your business looks like.