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AI Financial Analysis, Built Around Your Data

Understand Your Numbers.Make Better Decisions.

Connect your spreadsheet to understand profitability, control expenses, forecast cash flow, and create professional financial reports.

Analyze My Business FreeView Live Demo

Excel, CSV, and Google Sheets. No credit card required.

Analyzed source is always visibleFinancial answers include the reporting periodSample figures shown above

Built for Better Decisions

From Financial Data to a Clear Next Step

BoardMetric organizes the work owners need most: understand performance, plan ahead, and explain the numbers clearly.

Understand Your Business

See revenue, expenses, margins, and cash flow together, with plain-English context for what changed.

Plan What Comes Next

Test hiring, spending, and growth scenarios using forecasts grounded in your latest actual figures.

Communicate Clearly

Turn the same trusted numbers into professional reports for owners, partners, lenders, or advisors.

From Spreadsheet to Decision

Keep Your Spreadsheet. Add Financial Clarity.

BoardMetric works with the files and sheets you already maintain, then makes the quality and meaning of those numbers easier to see.

  1. 01

    Connect Your Data

    Upload Excel or CSV, or connect Google Sheets. Keep the spreadsheet workflow you already use.

  2. 02

    Confirm Data Quality

    Review reporting periods, required figures, mappings, freshness, and any issues before analysis.

  3. 03

    Ask, Forecast, and Report

    Get answers, explore scenarios, and build reports from one active, clearly identified data source.

Ask AI

Ask the Question You Actually Have

BoardMetric answers from the active business data you connected, then shows the source, period, and supporting visual beside the explanation.

Am I profitable right now?Where are my expenses increasing?Can I afford to hire someone?

AI-generated analysis for informational purposes. Verify important financial decisions with your accountant or financial professional. Read the full disclaimer.

Data Health & Quality

Know When Your Numbers Are Ready to Trust.

Before analysis, BoardMetric checks the structure and consistency of the active data source and pauses only the calculations affected by a blocking issue.

  • Checks reporting periods, freshness, required figures, and mappings
  • Flags defensible cross-file disagreements and forecast history gaps
  • Uses read-only access for the Google Sheet you choose
  • Encrypts uploaded files in transit and at rest

Forecast

Look Forward From Your Latest Actual Period

Forecast periods begin after the latest date in your source. Adjust visible assumptions for growth, expenses, one-time costs, and targets without rewriting the underlying data.

Reports

Turn Analysis Into a Professional Financial Summary

Create structured monthly and quarterly reports from the same active source, open the full analysis, and export it when you need to share a clear update.

Who It Is For

Financial Clarity for People Running the Business

Business Owners

Get a clear financial view without spending hours rebuilding spreadsheets.

Founders and Operators

Track performance and test what comes next before committing resources.

Bookkeepers, Finance Teams, and Fractional Financial Professionals

Turn business data into clear analysis and structured reporting more efficiently.

Start Free

Begin With Your Own Numbers

No card is required to start. Pro is the recommended paid plan when you need unlimited ai questions.

Choose the Plan That Fits

Free

$0/month

Full access for 14 days. No credit card required.

  • 14-day free trial — full access
  • 10 AI questions/month after trial
  • 1 spreadsheet upload/month
  • Dashboard, Forecast & Reports
  • No credit card required
Start free

Pro

Most popular
$10/month

Unlimited everything, for owners who want the full picture.

  • Unlimited AI questions
  • Unlimited spreadsheet uploads
  • Unlimited reports & exports
  • Google Sheets connection
  • Interactive forecast with sliders
  • Business memory
  • Priority support
Upgrade to Pro

See Full Pricing Details

FAQ

Questions Before You Connect Your Data

What files can I use?
BoardMetric supports CSV, XLS, and XLSX files, including workbooks with multiple sheets.
Can I connect Google Sheets?
Yes. The Pro plan can connect a Google Sheet using read-only access, so BoardMetric can analyze the sheet you choose without editing it.
Do I need accounting experience?
No. Ask questions in everyday language and review the answer, chart, analyzed source, and reporting period together.
How does BoardMetric check my data?
It checks reporting periods, freshness, required figures, mappings, forecast history, and defensible disagreements before affected calculations run.
Is BoardMetric a replacement for an accountant?
No. BoardMetric provides financial analysis and reporting, not accounting, tax, legal, or financial advice. Verify important decisions with a qualified professional.
Can I cancel my paid plan?
Yes. Pro is billed monthly and can be canceled from your account settings.

Stop Guessing About Your Business.

Connect your spreadsheet and get your first clear financial analysis without replacing the workflow you already use.

Analyze My Business FreeView Live Demo