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Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
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AI CFO

Financial Intelligence — Real-time money dashboard

This Month Revenue
₹0
↑ 0% vs last month (₹0)
Pending Collection
₹0
All on track
Pipeline Value
₹1,099.9k
↑ ₹10.0k hot pipeline
Conversion Rate
0%
Lead → client rate (this month)

Revenue Summary

Total Invoiced
₹3,186
Total Collected
₹0
Pending
₹0
Avg Invoice Value
₹3,186
Collection Rate 0% collected
All invoices on track!
No overdue payments
🔔 Financial Alerts
🔵 Revenue ₹0 is below target ₹500,000
🟡 Collection rate 0% is below target 70%

Recent Invoices

View All →
Doxan
INV-20260722-TEST · 22 Jul 2026
₹3,186
DRAFT

Cash Flow Intelligence

Expected In — Next 30 Days
₹0
From sent/partial invoices due soon
Overdue Receivables
₹0
Need immediate follow-up

💧 Cash Runway

Monthly Burn
₹555,000/mo
Receivables (cash on hand)
₹0
Runway
0 months
To extend runway: collect ₹0 pending in next 30 days

3-Month Cash Flow Forecast

Cash deficit projected — Cash Buffer Needed: ₹1,830,066
MONTH EXPECTED IN EXPECTED OUT NET
Sep 2026 ₹478 ₹610,500 ₹-610,022
Oct 2026 ₹478 ₹610,500 ₹-610,022
Nov 2026 ₹478 ₹610,500 ₹-610,022
Expected In = Due invoices + Recurring + 15% pipeline conversion.
Expected Out = 3-month avg expenses × 1.1.

Revenue Trend — 6 Months

Mar Mar: Revenue ₹0 · Expenses ₹0 · Profit ₹0 Apr Apr: Revenue ₹0 · Expenses ₹0 · Profit ₹0 May May: Revenue ₹0 · Expenses ₹0 · Profit ₹0 Jun Jun: Revenue ₹0 · Expenses ₹18,500 · Profit ₹-18,500 Jul Jul: Revenue ₹0 · Expenses ₹0 · Profit ₹0 Aug Aug: Revenue ₹0 · Expenses ₹0 · Profit ₹0
Revenue Expenses Trend
Best month: Mar ₹0
Avg monthly: ₹0
YTD Revenue: ₹0
YTD Expenses: ₹18,500
📊

Profit & Loss Statement

Download P&L PDF
Revenue
Invoice Revenue (paid this month)₹0.00
Other Income₹0.00
TOTAL REVENUE₹0.00
Expenses
Salary/Contractor₹0.00
Software/Tools₹0.00
Marketing₹0.00
Rent/Office₹0.00
Travel₹0.00
Utilities₹0.00
Other₹0.00
TOTAL EXPENSES₹0.00
GROSS PROFIT ₹0.00
Gross Margin0%
Tax Estimate
GST Collected₹0.00
GST Payable₹0.00
Income Tax Estimate₹0.00
NET PROFIT (after est. tax) ₹0.00
👥

Revenue by Client

DD
Doxan DOXAN
₹0 / ₹3,186 (0%)
1 invoice(s)
🛠️

Revenue by Service

Add service categories to invoice items for breakdown
🎯

Financial Goals

0%
Monthly Revenue Target
₹0 / ₹500,000
21 days left this month
0%
Monthly Expense Budget
₹0 / ₹150,000
0%
Collection Rate Target
0% / 90%
0%
YTD Revenue Target (FY)
₹0 / ₹6,000,000
🤖

AI Financial Analysis

📅

Year to Date

MONTH REVENUE EXPENSES PROFIT MARGIN%
Apr 2026 ⭐ ₹0 ₹0 ₹0 0%
May 2026 ₹0 ₹0 ₹0 0%
Jun 2026 ₹0 ₹18,500 ₹-18,500 0%
Jul 2026 ₹0 ₹0 ₹0 0%
Aug 2026 ₹0 ₹0 ₹0 0%
YTD TOTAL ₹0 ₹18,500 ₹-18,500 0%
₹0 of ₹6,000,000 annual target 0%

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