Your AI finance team runs the numbers. You make the decisions.
AI bookkeeping, revenue metrics, forecasting, cap table modeling, and a virtual data room. Everything a SaaS startup or ecommerce brand needs to run finances in one place.
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Your Books, Organized in Minutes, Not Months
Connect your bank accounts and sales channels, and let Vic handle the rest. Vic categorizes every transaction, from Stripe payouts to Amazon settlements, so you always have clean, audit-ready books without hiring a bookkeeper.
- Vic categorizes transactions across SaaS and ecommerce
- Multi-channel reconciliation: Amazon, Shopify, Stripe
- Real-time P&L, balance sheet, and cash flow statements
- Replaces QuickBooks, manual spreadsheets, and your bookkeeper
Recent Transactions
Know Your Numbers Cold. Before Anyone Asks
Track the metrics that matter for your business. MRR, ARR, and churn for SaaS. Per-SKU margins, channel profitability, and true profit after fees for ecommerce. Hugo pulls directly from your billing and sales data so every metric is accurate and real-time.
- SaaS metrics: MRR, ARR, churn, NRR, and cohort analysis
- Ecommerce metrics: per-SKU margins, COGS, and channel-level P&L
- Customer and product-level revenue breakdowns
- Replaces ChartMogul, Sellerboard, and manual spreadsheets
Revenue
$47.5k
+15%Gross Margin
68%
+3%Repeat Rate / NRR
112%
+5%CAC
$24.50
-12%Plan the Next 24 Months With Confidence
Margo builds dynamic financial models that update as your actuals change. Model a new hire or a wholesale launch, plan for seasonal swings or fundraising timelines, then see exactly how each decision impacts your cash flow.
- Scenario planning for hiring, new channels, and expenses
- Actuals-vs-forecast comparison that updates in real time
- Cash flow projections with seasonal and growth modeling
- Replaces Finmark, Forecastr, and spreadsheet models
Cash Flow Forecast
Projected Runway
14 months
Model Your Ownership. Before You Give It Away
Nia models exactly how SAFEs, priced rounds, and option grants affect dilution. Visualize ownership across every scenario so you can negotiate from a position of knowledge, not guesswork.
- SAFE and priced round waterfall modeling
- Option pool creation and vesting schedules
- Pro forma cap table for any funding scenario
- Replaces Carta, Pulley, and legal spreadsheets
Always Fundraising-Ready. Without the Scramble
Nia keeps your financials, metrics, and documents organized, up-to-date, and shareable. When an investor asks for your data room, you send a link in 30 seconds, not 3 weeks.
- Auto-populated with live financial and channel-level data
- Granular access controls and activity tracking
- One-click sharing with investors and advisors
- Replaces DocSend, Google Drive, and Dropbox folders
Virtual Data Room
Financial Statements
12 files
Cap Table & SAFE Notes
6 files
Revenue & Metrics
8 files
Legal Documents
15 files
Pitch Deck & Materials
4 files