BookSmrtClient dashboard

BookSmrt CFO Dashboard

CFO dashboards connected to QuickBooks — or try it first with demo data.

BookSmrt provides read-only QuickBooks dashboards for businesses, nonprofits, and firms that need cash visibility, budget tracking, and management reporting. No account required to explore the product with realistic synthetic sample companies.

Try BookSmrt before you connect QuickBooks

Walk through the dashboard, CFO Review, KPI Builder, KPI Catalog, and AI CFO with polished demo data. No login or QuickBooks connection required.

Marketing agency · Retainers · Projects

Northstar Creative Studio

A growing full-service marketing agency balancing monthly retainers, project work, contractors, payroll, receivables, software, and hiring decisions.

Ecommerce · Retail · Wholesale

BrightCart Home Goods LLC

A growing ecommerce and home-goods business with seasonal sales, inventory and COGS, ad spend, merchant fees, shipping, AR/AP, budgets, and cash-flow pressure.

Nonprofit · Education · Community

Community Learning Fund

A nonprofit education and community organization with donations, grants, pledges, restricted funds, payroll, rent, program/admin/fundraising expenses, budget variance, and board-style review needs.

See all demo options including KPI Builder, KPI Catalog, and AI CFO.