Financial Analysis without the spreadsheets.

AI-powered profitability insights that show which clients, projects, or products make you money — no manual reporting required.

Arboris Analytics Dashboard
Client Profitability Analysis1 / 4
Avg Margin
+18.4%↑
Leaks Found
12↓
Cash Flow
$247K↑
ABCDEFG

Margin Alert

Client C shows 23% margin decline vs. last quarter. Recommend pricing review.

Click to pause

Stop digging through spreadsheets. Start making decisions.

Arboris Analytics connects to QuickBooks data and delivers verified insights automatically — no spreadsheets, no BI tools.

Most finance teams spend more time gathering data than interpreting it. Arboris Analytics replaces manual reporting with an intelligent financial analyst that interprets synced accounting data, responds in plain English, and delivers AI-driven insights that instantly show which clients, projects, or products make — or lose — you money.

Clarity without complexity.

Ask questions naturally

Get instant answers from your financial data without touching Excel.

Find margin leaks instantly

Detect client, project, and expense issues automatically.

Act on verified insights

See verified, AI-reviewed insights you can trust for every decision.

Built for financial leaders, advisors, and operators.

Fractional CFOs

Oversee multiple clients like one portfolio.

Service Firms

See which clients and projects actually make money.

Mid-Market Teams

Gain FP&A-grade insights without new hires.

"Arboris gave us visibility into client margins we'd never seen before. What used to take us days of manual analysis now happens automatically every morning."
SM
Sarah Mitchell
Fractional CFO • Orlando, FL
"We recovered $180K in margin leaks within the first month. The ROI was immediate."
JC
James Chen
CFO • TechServices Inc.
"Managing 15 clients used to require 3 analysts. Now I do it myself with Arboris."
MR
Maria Rodriguez
Principal • Summit Financial Advisory

Ready to see what's hiding in your numbers?

See Arboris analyze your financial data after a scheduled or manual QuickBooks sync — schedule a short walkthrough or explore a sample report.