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004 / Finance Operations

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Understand financial and operational signals in the language of the business — not the language of accounting.

Operator-native dashboards that answer business questions, not accounting ones.

Founders · Owners · Operators · CFO · Controller · Finance ops leads

01 Where friction lives

What breaks without this.

✕Financial reports exist but do not drive decisions
✕Operators do not want accounting dashboards
✕Cash flow questions are too slow to answer
✕Scenario planning is disconnected from operations
✕Owners lack a visual instrument panel

02 What we implement

The workflow layer we install.

→Operator-native KPI dashboards
→QuickBooks-connected reporting flows
→Cash flow visibility
→Scenario planning workflows
→Margin & receivables signals
→Financial health HUD
→Agent-assisted monthly review prep

Stack & integrations

QuickBooksStripeRampMercuryGoogle Sheets

03 Operator questions answered

Ask your business directly.

?Can I hire another crew?
?Can I take on two more jobs?
?What happens if materials rise 10%?
?Which jobs are compressing margin?
?Where is cash getting trapped?

fx://finance — operator-hud

$ fx ask "can I take on two more jobs?"

› cash runway holds · +1 crew feasible

› margin risk: materials +10% scenario

◆ owner reviews tradeoff

✓ monthly review pack generated

04 Fixed-scope packages

Choose your starting point.

Operator HUD Sprint

Translate financial data into an operator-native instrument panel.

→KPI dashboard
→Cash-flow view
→QuickBooks connection
→Monthly review prep

Scenario Planning Sprint

Connect scenario planning to real operational levers.

→Scenario model
→Margin signals
→What-if workflows
→Decision briefs

05 Outcomes

What gets better.

questions answered live

5

to cash-flow answer

mins

operator HUD

1

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