Catch it before you sign off — FuseGrid for in-house teams

Close quality

Find the mess before leadership does.

Every close, FuseGrid reads the books and hands you a Books-Trust readiness score plus the handful of lines that don't look right — an account that's uncategorized, an accrual that looks missing, a round-number plug, a margin that moved. The flags are materiality-aware, so you review the $40,000 anomaly and skip the $40 rounding. Same-day "here's what stood out," before anyone upstairs opens the deck. And when you confirm or correct a flag — "that rental is right, it's the new crane lease" — it remembers: told once, the flag stops firing, and the reasoning is saved for next month's close.

The question isn't whether the numbers foot. It's whether you'd want to explain them.

Financials — the P&L annotated by the AI, with flags on the specific lines worth a controller's review — live product, sample data

Live product — sample data (Beacon Mechanical, a fictional company). Open this screen live — no signup →

The board & management deck

The reporting package, minus the lost weekend.

Pin the numbers that matter, and the AI drafts the narrative around them — "margin slipped because Install materials ran over the pattern on the Corrigan Builders job, and A/R is stretching." You edit the story to your voice, then export a polished PPTX or PDF, or send a revocable no-login link. What used to be a weekend of copy-paste and formatting is a deck in minutes.

From a lost weekend to eleven minutes — and it still sounds like you wrote it.

Presentations · Board pack

Executive Review 5Profit & LossBalance SheetCash FlowA/R Trends

Performance review

Financial Review

Beacon Mechanical · June · Performance review and management discussion

▦Prepared report

Executive Review✦ Ask AI

Total revenue

$391.2K

Latest period

Net income

$38.1K

9.7% net margin

EBITDA

$47.0K

Analytical non-GAAP

Gross margin

42.7%

Revenue quality

Executive summary

June revenue came in at $391.2K; the story is margin — down about 4.5 points to 42.7% because Install materials on the Corrigan Builders job ran over the pattern. Net income fell 41.1% to $38.1K. Cash is $186.0K. Collections slowed: DSO is up 5 days to roughly 41.

Net Income MoM Bridge May → June

$64.7K

+$12.1K

−$24.0K

−$14.6K

$38.1K

Prior NIMayRevenueCOGSOpExThis NIJune

Prior / starting totalFavorableUnfavorableCurrent total

Sample data — Beacon Mechanical, a fictional company.

See it coming

Know the payroll week that's going to be tight — three weeks early.

A timing-aware 13-week cash forecast reads what's scheduled — payroll, receivables, the quarterly insurance premium — and shows you the trough before it arrives: for Beacon, the tight week is the one where biweekly payroll and the insurance premium land together, flagged weeks ahead. The same studio runs the monthly model out 24 months — Beacon's $186.0K of cash today projects to $236.9K by mid-2028. And pacing tracks the current month against forecast on elapsed days — on day 12, you know you're pacing to plan, not guessing from a run-rate that hasn't caught up yet.

The best cash surprise is the one you saw three weeks early.

Forecast Studio — the 24-month cash forecast with projected ending cash and receipts, net-cash, and ending-cash trend tiles, plus the Excel export — live product, sample data

Live product — sample data (Beacon Mechanical, a fictional company). Open this screen live — no signup →

Defensibility

Every number, one click from the transactions behind it.

The board doesn't want a summary they have to trust. They want a number you can defend. Every figure the AI writes — every headline, every flag, every forecast driver — clicks down to the general-ledger rows that make it up. You audit the AI before the board thinks to ask, and when someone says "where did that materials number come from," you've already got the transactions open.

GL detail — the general-ledger transactions behind a P&L line, filtered, dated, and totaled — live product, sample data

Live product — sample data (Beacon Mechanical, a fictional company). Open this screen live — no signup →

Why you can put your name on it

AI is the engine. You're the architect.

The numbers come from a deterministic pipeline over your general ledger — the same math every time. AI writes the explanations on top, and every figure links to the transactions behind it. Nothing reaches leadership until you've reviewed it. It replaces the grunt work — assembling the statements, rebuilding the model, formatting the deck — not your judgment or the number you sign your name to.

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The production is the part it does

Pulling the close together, rebuilding the forecast, drafting the narrative, formatting the board pack. The hours that eat your close week — done, and ready for you to review.

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The judgment stays yours

What matters this month, how to frame it for leadership, when the number needs a caveat — that's you. It replaces the grunt work, not your judgment or your standing in the room.

Serve more than one company?

If you're a firm or a fractional CFO, start here instead.

This page frames FuseGrid for one company — yours. If you carry a book of clients, there's a firm cockpit that triages your whole roster and lets you brand every deliverable as your own. Same product, built for many companies at once.

See the version for firms & fractional CFOs →

Fair questions

Ask us the hard ones.

Is this just ChatGPT pointed at my books?

No. The numbers come from a deterministic pipeline over your general ledger — the same math every time, testable and repeatable, not a language model guessing at totals. AI writes the explanations on top, and every figure it cites links to the transactions behind it. So you get plain-English commentary you can trace, not a black box you have to take on faith.

Does it replace me or my team?

No. AI is the engine; you're the architect. FuseGrid does the assembly — pulling the statements together, rebuilding the model, drafting the board narrative, formatting the deck — the production work that eats your close week. What it can't do is decide what matters, read the room in the board meeting, or own the number when leadership pushes back. That's you. It replaces the grunt work, not your judgment.

Is it safe to connect to our accounting system?

FuseGrid connects read-only to your QuickBooks Online and leaves the books exactly where they are. It can analyze your ledger and can never change it, post to it, or reclassify a transaction. It's an advisory layer on top, not a new system of record — and nothing it drafts is visible to anyone but your finance team until you decide to share it.

How fast is the first useful thing?

You can connect QuickBooks and start free in a few minutes. The first sync reads up to five years of history and takes a few hours to assemble; after that, your annotated close, Books-Trust score, 13-week cash forecast, and a draft board deck are ready to review. First real value is same-day, not a rollout project.

Pricing

One price per company. Unlimited seats.

You're one company, not a book of clients — so you're on the standard per-company plans. Invite your whole finance team and your outside accountant free.

Essentials

$79/mo

billed annually

The close, annotated statements, 13-week cash, A/R, benchmarks, GL detail — know where you stand.

Start free

Pro · most popular

$279/mo

billed annually

Everything, plus the 24-month forecast, scenarios, the Excel model, valuation, and board packs.

Start Pro free →

Enterprise

$749/mo

billed annually

Several entities under one roof — consolidation, per-viewer permissions, your branding.

Talk to us

14-day free trial, no credit card · 30-day money-back · cancel anytime.

Start free

Walk into the next board meeting already knowing the answer.

Connect QuickBooks, review the annotated close and the 13-week cash, and send a board pack you can defend line by line. Free for 14 days, no credit card — and it never touches your books.

Start free — 14 days →

Prefer to talk it through first? Talk to us.