Welcome, CEO!

This is your command center for financial clarity and strategic growth.

Getting Started

Your 3-step guide to financial mastery.

  • 1. Upload Your Data

    Connect to QuickBooks or use the uploader to provide your latest financial statement (e.g., P&L, Balance Sheet).

  • 2. Analyze Your Historical Dashboard

    Review your PTP Scorecard for a high-level overview. Dive into each section for detailed analysis and strategic recommendations.

  • 3. Track KPIs Over Time

    Use the historical KPI cards and charts to understand trends and measure progress against your goals.

Upload Financial Data

Upload a financial document (e.g., P&L, Balance Sheet) to populate the dashboard.