Your Entire Financial Picture — Analyzed by AI Every Week
Stop digging through reports. Get a single AI-generated briefing covering all 7 critical financial categories — with trend analysis, risk flags, and specific action items — delivered every Monday.
7 Financial Categories Analyzed
Accounts Receivable
AR aging analysis, collection priorities, 91+ day escalation, payment momentum tracking
Accounts Payable
Vendor payment optimization, early-pay discount capture, cash outflow forecasting
Over/Under Billing
WIP exposure analysis, overbilled risk alerts, revenue recognition flags
Project Management
Job profitability tracking, margin erosion alerts, labor cost trends
Budget vs Actual
Variance analysis by cost code, budget overrun alerts, completion forecasts
Balance Sheet
Liquidity ratios, working capital trends, asset/liability composition shifts
Income Statement
Revenue and margin trends, expense anomaly detection, profitability drivers
How It Works
Data Pulled
24 SQL queries run against your live Sage 100 Contractor data warehouse
AI Analyzes
Claude AI processes all data, detects trends, flags risks, and generates action items
Briefing Delivered
Your personalized briefing appears on your dashboard — ready every Monday morning
What Each Briefing Delivers
- ✓ Priority action items ranked by financial impact and urgency
- ✓ Week-over-week comparisons across all 7 categories
- ✓ Risk escalation tables with specific client/job callouts
- ✓ Cash flow implications connecting AR, AP, and billing data
- ✓ Trend detection that spots issues before they become problems
- ✓ Plain-language narrative — no accounting jargon required
Who It’s For
- Construction CEOs and company principals
- Finance controllers and CFOs
- Operations managers tracking job profitability
- Owners managing multiple entities or divisions
Powered by Claude (Anthropic) — the same AI trusted by Fortune 500 companies for financial analysis. Your data never leaves your secure DataXcel environment.
🤖 AI Analysis Add-on Available
Supercharge this dashboard with automated AI analysis. Choose your frequency: Monthly ($29), Weekly ($49), Daily ($79), or On Demand Unlimited ($99).
Add AI Analysis to your cart when purchasing this dashboard.
⚠️ Requires a DataXcel Subscription — choose the plan that fits your team:
Explorer — $200/mo
1 user • data warehouse access • buy reports à la carte • 3 training sessions
View Explorer →Get It All — $799/mo
20 users • all 61 dashboards ($17,580 value) included • unlimited access
View Get It All →Both plans require a one-time $2,500 onboarding & setup fee.
📊 Try the live AI Briefing — no login required
See a real AI-generated financial briefing with sample data. All 7 categories, priority tables, and trend analysis are live.
🔗 Open Live AI Briefing →