The SMB BOSS connects to your QuickBooks and gives you a live business dashboard, a 26-week cash flow forecast, and an AI financial team that tells you exactly what to do about your numbers — all in one platform built for owner-led service businesses.
Your accountant sends a P&L once a month. By the time you read it, the moment to act has already passed.
You know what you made last month. You have no idea what your cash position looks like in six weeks. That's where businesses get into trouble.
Even when you can see the data, no one tells you which number matters most right now or what to do about it. Reporting without advice is just noise.
The SMB BOSS is a modular suite. Start with the tool that solves your most pressing problem. Add more as you grow.
Your business at a glance. Live KPI cards, financial health indicators, sales leading indicator tracking, and a weekly business pulse — all connected to your QuickBooks data automatically.
A 26-week rolling cash position built from your actual QuickBooks transactions. Know exactly when cash gets tight before it happens — and plan around it with confidence.
Seven specialist AI agents analyze your financials and tell you what to do. Revenue strategy, GAAP review, scenario forecasting, product line profitability, market analysis, and investor-ready messaging — all from your actual numbers.
Authorize The SMB BOSS to read your QuickBooks Online data using a secure OAuth connection. Takes less than two minutes. You can revoke access at any time.
The platform automatically pulls your financial data, classifies your transactions, calculates your KPIs, and builds your 26-week cash forecast — no manual exports required.
Your AI financial team analyzes your numbers and surfaces the highest-leverage actions — not just what happened, but what to do about it.
Designed for the person running the business — not the person filing the taxes. Every output is framed around decisions, not entries.
No exports. No pastes. No lag. Your data is always current because it flows directly from QuickBooks through a secure, read-authorized connection.
The cash flow forecaster shows your next 26 weeks. The scenario engine shows what happens under three different futures. Financial tools should look forward, not just backward.
Seven specialist AI agents deliver analysis that normally requires a full finance team. Revenue strategy, GAAP review, forecasting, profitability analysis, and messaging — on demand.
Start with the dashboard. Add cash flow forecasting when you're ready. Activate the AI advisory team when you need deeper analysis. One platform, built in layers.
We access only what's needed to power your tools. Your financial data is never sold, shared with third parties, or used for any purpose other than delivering your SMB BOSS tools. Full stop.
The SMB BOSS is currently in early access. Join the waitlist to be notified when your spot is ready — and to lock in early access pricing.
Request Early AccessQuestions? Email us at support@thesmbboss.com