Finally understand how your business is doing.
Upload your spreadsheet and get a clear picture of your numbers in plain English — plus a simple monthly update you can share with your team or partners. No finance degree required.
No account needed to try · Takes 60 seconds
Try it yourself
See your own numbers in 60 seconds
Upload your spreadsheet and watch it turn into a clear picture of your business — no signup, no credit card. Your file is processed in your browser for the demo.
One free demo per browser · No account needed
How it works
Three steps to your first monthly update
Upload your data
Drop in any CSV or Excel file — sales data, P&L, cash flow, anything. BoardMetric figures out what's in it automatically.
Get instant insights
AI reads your numbers and explains what's going up, what's going down, and what it means — in plain English.
Share with your team
Publish a link to a report you can share with your team or partners. Always up to date, no PDFs to email.
Features
Everything you need to run better meetings
AI-powered insights
Get plain-English analysis of your numbers without hiring a financial analyst.
Shareable monthly updates
Share a link instead of emailing PDFs. Your team or partners always see the latest version.
Works with any file
CSV, Excel, QuickBooks exports — BoardMetric reads them all and maps your columns automatically.
Share only what you want
You see everything. Give your team or partners access to just the summary or their own section.
Forecast & scenarios
Model different growth scenarios with simple sliders. See your runway, break-even, and projections.
Present live
Full-screen presentation mode for your monthly review. Navigate slides with your keyboard.
Your data & AI
Your files are encrypted in transit and at rest, and they're never used to train AI models. We don't sell or share your data.
Read our privacy policyBuilt for people who run the business, not a finance department
Small business owners
Stop spending evenings wrestling with spreadsheets. Upload your sales data and see exactly how the month went.
Founders & partners
Get a straight answer on revenue, costs, and cash — and send your co-founder or business partner a simple monthly update.
Whoever does the books
Bookkeeper, office manager, or you at the kitchen table — upload the file and the report writes itself.
Pricing
Simple, honest pricing
Start free. Upgrade when you're ready.
Free
- 1 user
- Upload up to 3 files
- AI insights (5/month)
- 1 shared report
- BoardMetric branding
Pro
- Up to 5 users
- Unlimited uploads
- Unlimited AI insights
- Unlimited shared reports
- Custom branding
- Presentation mode
- Email support
Business
- Unlimited users
- Everything in Pro
- White-label
- Priority support
- Accounting integrations (coming soon)
Make your next monthly review your easiest one
Upload your spreadsheet, see what your numbers are telling you, and send a clear update to your team or partners — in minutes.