MRR, margin, and runway without the CSV ritual.

A VC asks "what's your burn rate?" and you freeze

Founders don't wake up thinking "I need clean books." They panic when a VC asks for their burn rate and they can't answer. The number is in there somewhere — cash out the door, minus the cash coming in — but "somewhere" means contracted revenue in your CRM, billed revenue in Stripe, churn in a spreadsheet, and costs in a bank feed you haven't reconciled. So you say "let me get back to you," and the calls that matter — pricing, hiring, runway — keep getting made on a feeling: "I think I made about $X and spent about $Y."

Your agent answers it the moment the question comes up

Ask the agent you already use for your burn, and it reads your real ledger and gives you one number — cash out, cash in, months of runway at the current rate — that ties to your books. No CSV export, no scramble, no "let me get back to you." The same holds for MRR, margin, churn, days-to-collect, and customer concentration: one defined number, not five versions of ARR stitched from sources that disagree, because your contracts, billing, and collections already live in one ledger.

Because revenue is tied to the cost that produced it, margin is real

Nothing in a spreadsheet ties your revenue to the cost that produced it, so your real margin is a guess. Here, revenue and cost are tracked per customer, plan, or engagement — so margin per plan is a question you ask, not a data project you commission or a fragile spreadsheet model you babysit. Balance sheet, income statement, cash position, and a revenue summary read out on demand from the same books, straight from your posted journals, so nothing drifts and nothing needs rebuilding.

Test the hire before you make it, against your live numbers

The decision the burn question is really about — can I afford this hire, what if I raise prices 20% — you get to test before you commit. "Can I afford this hire?" runs against your live numbers in a throwaway scenario, so you see what it does to runway before it's real. You decide on numbers instead of instinct, and you never hire the analyst you started lean to avoid. See scenario planning.

"Isn't this just reports in QuickBooks?"

QuickBooks reports the past for filing, and its advisory layer is an upsell to a human accountant. This answers the operating questions you face today — margin, runway, can-I-hire — from the same books, the moment you ask. It's not a dashboard you learn or a CSV you rebuild every month, and it's not ChatGPT guessing from whatever you pasted in: the numbers come straight from your actual posted journals, from the one ledger where your contracts, billing, and collections already live.

See it run

Watch an agent pull the operating numbers.

Read a captured agent session — every prompt, tool call, and answer — working margin, burn, runway, revenue mix, and customer concentration straight from a live ledger, read-only.