Data Intelligence
Turn recurring business data into clear reports and decisions you can trust.
$149/mo
Learn MoreFinancial Intelligence by Workflowr
See the financial story of your business clearly.
Understand cash, margins, and performance so you can make confident money decisions.
Starting at $149/month
The problem
Owners often feel behind on the numbers—waiting on reports, guessing at cash, and reacting too late.
How it works
01
Connect finance sources
Link accounting data or start with simple inputs.
02
Track what matters
Watch cash, margin, and key financial signals over time.
03
Decide with context
Understand tradeoffs before you hire, price, or invest.
Key features
Owner-ready views
Finance clarity without drowning in accounting noise.
Trend visibility
Spot direction early—not after the quarter is over.
Decision support
Ask better questions about pricing, costs, and growth.
Integrations
Connect what you already use—or start manually and improve later.
- QuickBooks
- Spreadsheets
- Bank exports
- Accounting CSVs
Inside the Experience
Product screenshots will appear here as the Experience ships. Until then, this preview represents the calm workspace owners will use.
workflowros.app/financial-intelligence
Pricing
Financial Intelligence is available on its own or inside Workflowr plans.
FAQ
Do I need QuickBooks already?+
Helpful, but not required. You can connect what you have—or start manually and improve later.
Ready to try Financial Intelligence?
Create a free Workflowr workspace and install this Experience when you’re ready.
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