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The Baseview Monthly Dashboard

Know exactly how your business is doing. Every month. In plain English.

Connect QuickBooks once. Every month you get a clear, owner-friendly briefing — what's working, what's slipping, where cash and margin are headed, and the specific moves to make next. No spreadsheets. No jargon. No waiting on your accountant.

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15 days free · no credit card to start · read-only QuickBooks access · cancel anytime

Every month, automatically

An advisor's briefing, not a pile of reports

Your books already hold the answers. Baseview reads them the way a sharp CFO would — then tells you what matters, in language you'd use with a friend.

The monthly briefing

The one thing that matters this month and why — plus what changed since last month, tracked month over month so nothing falls through.

The full picture

Revenue, margin, profit, cash, balance sheet, product lines, and customer profitability — every number computed straight from your books.

A 90-day cash forecast

Where your cash is headed day by day, with pinch points flagged before they arrive — and your own expected items factored in.

Ask anything

"Who pays slowest?" "What if I raise prices 4%?" Follow-up questions answered from your own numbers, any time.

Recommended moves

Not just charts — ranked, specific next steps with the expected impact of each, drawn from your own trends.

Ready to hand off

Banker-ready, tax-prep, and bookkeeper packets — each a clean PDF built for the person it's going to, one click each.

How it works

Ten minutes to set up. Zero effort after that.

Connect QuickBooks

One secure, read-only connection. We never touch or change your books — we only read them.

We build your first dashboard

Your history is analyzed and your first monthly briefing is prepared — usually the same day.

Open one email a month

When each month closes, your new briefing lands automatically. Read it in five minutes; dig as deep as you like.

Inside the dashboard

Everything an owner should know, in one place

Fourteen focused sections — each opens with the numbers, explains what they mean, and closes with what to do about them.

Monthly briefingThe headline, vital signs, and what changed
RevenueTrends, mix, customers, seasonality
Costs & marginWhere margin leaked, vendor concentration
ProfitWhere every dollar went, layer by layer
CashWho owes you, aging, runway, cash cycle
Cash flow calendarThe next 90 days, day by day
Balance sheet healthStrength, fragility, trajectory — decoded
Products & servicesWhere you actually make your money
Customer profitabilityWhich customers make you money — after costs
ScenariosYour what-ifs, modeled on your real baseline
The business behind the numbersMarket context your books point at
Trends & trajectoryHead up — are you pointed the right way?
Data qualityWhat to clean up in the books, and why
What we're watchingOpen threads, tracked month to month

Pricing

Start free. Keep it if it earns its keep.

Free for 15 days

Then a simple monthly subscription — no contracts, cancel anytime.

  • No credit card to start
  • Full dashboard, every section, from day one
  • Unlimited follow-up questions on your numbers
  • Banker, tax, and bookkeeper packets included
Start your free trial

Questions

The things owners ask us first

Is my QuickBooks data safe?

Yes. The connection is read-only and uses Intuit's official OAuth — we can never modify your books, and you can revoke access at any time from either side. Your data is used only to build your own dashboard.

I'm not a numbers person. Is this for me?

Especially for you. Every section opens in plain English — what happened, why it matters, what to do — and every technical term links to a plain-language glossary. The numbers are all there when you want to dig, but you never need an accounting degree to get the point.

How is this different from QuickBooks' own reports?

QuickBooks shows you raw statements. Baseview reads three years of your history and tells you what it means: which customers are quietly shrinking, where margin is leaking, when cash gets tight, and what to do about each — the analysis a good CFO would do, monthly, automatically.

What do I have to do each month?

Nothing. When your month closes, the new briefing builds itself and you get an email. Reading it takes about five minutes.

Can I share it with my banker or CPA?

Yes — two ways. One-click packets export clean PDFs built for bankers, tax preparers, or bookkeepers. Or send a secure live link that shows exactly what you choose to share, and nothing else.

What happens when the trial ends?

You'll get a heads-up before it ends. Add a card if you want to keep it; if not, it simply stops — no surprise charges, and your QuickBooks connection can be removed instantly.

Ready when you are

Your first briefing is one connection away

Connect QuickBooks today and read your first monthly briefing this week — free for 15 days, no card required.

Start your free trial Prefer a one-time review?