Everything you need to run your business like a Fortune 500
Vectrly combines deep QuickBooks integration, deterministic pre-calculation, and state-of-the-art AI to deliver financial intelligence that was previously only available to companies with in-house CFOs.
QuickBooks Online Integration
Connect your QuickBooks account in under two minutes using a secure OAuth connection. No exports, no spreadsheets, no manual data entry — ever.
- One-click OAuth authorization via Intuit's official developer platform
- Nightly automated sync keeps your data current every morning
- Handles pagination, rate limits, and API errors automatically
- All financial data normalized into a unified model for analysis
- Secure token storage — your QuickBooks credentials never touch our servers
AI-Powered Financial Analysis
Vectrly pre-calculates every metric deterministically before handing numbers to Claude AI, eliminating hallucination risk and ensuring every insight is grounded in your real data.
- Pre-calculation pipeline runs before LLM involvement — no AI math, no guesswork
- Plain-language explanations of what your numbers actually mean
- Actionable recommendations tailored to your business size and industry
- Rule-based triggers surface insights only when they're genuinely relevant
- Feedback loop lets you rate insights to improve future recommendations
Real-Time Financial Dashboard
A single pane of glass for your business finances. See revenue trends, cash position, outstanding receivables, and gross margins — updated every morning.
- MRR, ARR, and revenue trend visualization with period-over-period comparison
- Cash runway and burn rate calculated from your actual transaction data
- Outstanding receivables with aging buckets and client-level drill-down
- Gross margin and operating margin tracking across time
- Days Sales Outstanding (DSO) with industry-context benchmarking
Automated Weekly Reports
Every Monday morning a curated financial briefing arrives in your inbox. No setup required — Vectrly generates and delivers it automatically.
- Key metric summary with week-over-week and month-over-month changes
- AI-generated narrative explaining what shifted and why it matters
- Three priority actions your CFO would recommend this week
- Notable changes flagged automatically — spikes, drops, and anomalies
- Designed for readability in any email client, on any device
Cash Flow Visibility
Know your runway at a glance. Track outstanding receivables, upcoming bills, and cash position so you can make decisions before they become urgent.
- Live cash position updated every morning from your QuickBooks data
- Receivables aging with automated identification of overdue accounts
- Upcoming bills and payables to forecast short-term cash needs
- DSO tracking with month-over-month trend to spot collection slowdowns early
- Revenue concentration analysis to surface client dependency risk
Role-Based Team Access
Share financial visibility with your team without exposing everything to everyone. Vectrly's three-tier role model keeps sensitive data appropriately scoped.
- Admin role: full dashboard access and settings control
- Viewer role: read-only access to metrics and insights (no sensitive config)
- Invite-based onboarding — team members join via secure email link
- Session-level tenant isolation: cross-account data access is architecturally impossible
- Audit trail of all platform actions for compliance and accountability