Know your margin, burn and runway

A number you can explain changes the conversation

Founders assemble finance metrics for a raise by hand, from several systems. The same uncertainty affects ordinary decisions: how much cash is left, whether a customer is profitable, and what a contract commits you to spend. A spreadsheet can help, but its answer is only as current and well-defined as the inputs you maintain.

Ask your agent, then follow the number back

Record contracts, invoices, payments and vendor costs in one ledger. Your agent can read income statements, revenue summaries, SaaS metrics, balances and default-alive reports from that activity. Check the period, definition and entries behind an answer before you use it to change a price or plan your spending.

Ask the question no report covers

The built-in reports answer the questions someone thought of in advance. When yours is different, such as spend by vendor against last year or revenue by month for three customers, your agent can answer it from the books in one read-only query instead of an export and a spreadsheet. It reads a documented schema of your own books and can never change them. Your agent answers from the rows it reads; to see them as figures, a table or a chart, in each row's currency, save the question as a custom report.

Keep the report your agent built

When a question is one you will ask again, your agent can save the answer as a custom report: a title, its explanation and the queries behind the figures. Open it later in chat or in your workspace, and Refresh runs the same saved version against today's books instead of rebuilding the question. Changing a report saves a new version; earlier versions stay exactly as they were.

A custom report can hold bar and line charts, figures, tables and your own text, laid out as a dashboard or as a letter. It can have settings, such as the month, that you change on the page without asking your agent again. Headline figures such as recurring revenue, burn, cash and runway match the SaaS metrics report. Your agent can check and preview a report before saving it, so its tries leave nothing behind in your books.

Pin up to five reports to your workspace sidebar, and put one of those on the overview. Everyone who can open custom reports sees the same pins.

See what is committed, not just what cleared the bank

A contract can create an amount due before cash arrives. A vendor credit can reduce a bill without changing what the service cost. Economico keeps those distinctions in the books, so your agent can read obligations, recognized revenue and cash separately. That gives you a clearer baseline for a decision. It does not decide whether a hire or price change is wise.

The books need real inputs

Economico does not connect to your bank or payment processor on its own. Your agent or team records completed activity and checks outside records. Unit economics today show revenue per unit by customer activity; attributing costs to each customer is coming next, and so are disposable what-if scenarios. The reports available today show recorded history and declared commitments. Asking your own questions in a query needs access to read the whole books, so a teammate limited to some ledgers or records cannot use it, and saving a custom report also needs access to manage reports. A query can read what each invoice and bill still has open, and it agrees with today's aging report. For books with more than 2,000 open items, including ones that aren't invoices or bills, use the aging report itself.