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.
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.
Create invoices, attach Razorpay payment links, send branded HTML emails directly to clients, and track status — draft, sent, paid, overdue — from one view.
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.
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.
Everything in one place
Six dedicated views covering every financial dimension — switch between them in one click without leaving the dashboard.
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.
Visual bar funnel showing deal count and total value at each stage — Lead, Qualified, Proposal, Negotiation, Won. Updated live from your CRM data.
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.
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.
AI-powered eligibility screening against government grants, startup schemes, and R&D tax credits relevant to your company size, revenue, and industry.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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