How long does it take to see my real numbers?

Usually about fifteen minutes. Connect your bank, payment processor, or QuickBooks via OAuth. Eighteen months of historical transactions sort themselves automatically. Your dashboards populate in minutes — no manual cleanup, no spreadsheet work.

Will Incremenza replace my accountant?

No. Incremenza shows you what your numbers mean, in real time, between accountant meetings. Your accountant still handles tax filings, financial statements, and compliance. Most customers report Incremenza makes their accountant relationship more valuable — they show up to meetings already knowing the questions to ask.

How accurate is the cash flow forecast?

The 90-day forecast uses your actual recurring revenue, expected bills, and seasonal patterns from your historical data. It is more accurate than what most owners build in Excel because it pulls live data continuously. Each forecasted month shows a confidence range — wider for further-out months. The 13-week forecast (Command tier) goes deeper for businesses with complex cash cycles.

What if I have multiple business entities or accounts?

Multiple connected accounts work fine within a single Incremenza company. Multiple separate business entities (e.g., parent company + subsidiaries with separate tax IDs) each need their own Incremenza account. The platform is built for one company per account, with full data isolation between companies.

Can I export my data to give to my accountant?

Yes. Every dashboard, transaction list, and report exports to CSV. Your accountant can also be added as a Manager-level user (read-access to financials) at no extra seat cost on Momentum and Command. Many fractional CFOs and accountants prefer this — they get continuous access to live data instead of monthly exports.

FINANCIAL INTELLIGENCE

See what your financial data has been hiding.

Connect your accounts in minutes. Get true profitability per client, cash flow forecasts, and discoveries that no spreadsheet can produce. Built for small and medium businesses, not enterprise finance teams.

Take the free assessment → Explore the live demo →

About 5 min · Instant results · No signup required

THE PROBLEM

What this looks like in your business today

Numbers without meaning

Your QuickBooks reports tell you what happened. They do not tell you which client is quietly costing you, or which expense is growing faster than your revenue, or what your cash position will look like in 90 days.

Reactive instead of proactive

You find out about problems in the monthly close — sometimes weeks after they started compounding. By the time the report ships, the window to act is closed.

Discovery requires hours of spreadsheet work

The interesting questions about your business — true profit per client, cash flow forecasts, channel ROI — would take hours to build in Excel. Most owners never run them.

HOW INCREMENZA SOLVES IT

Detection, prescription, execution — for your financial data

INTELLIGENCE

See what was hiding

True profit per client. Cash flow forecast with the specific month your runway ends. Customer concentration risk. Industry benchmarks. Anomaly detection on every line of data.

True profit per client, project, or product
Cash flow forecast and runway visibility
Industry benchmarks for your KPIs

GUIDANCE

Know what to do about it

Your AI advisor answers any question about your business with your real numbers. Quarterly reviews score your finances and build the next quarter. Step-by-step playbooks for repricing, cost reduction, and cash conservation.

My Advisor — ask any financial question, get answers with your data
Quarterly reviews that score your financials and build next quarter
Playbooks for repricing, cost optimization, and cash management

AUTOMATION

Stop the spreadsheet work

Transactions categorize themselves on first connection. Recurring expense detection catches forgotten subscriptions. Your weekly briefing tells you what changed in plain English.

Transactions categorize themselves on first connection
Recurring expense detection catches forgotten subscriptions
Your Monday morning briefing — written for you

WHAT THIS LOOKS LIKE

One discovery financial intelligence surfaces

Clarity

Your highest-billing client generates 4 percent of your profit

Revenue per client tells you almost nothing. Profit per client tells you which relationships to grow and which to walk away from.

Most owners chase revenue. The clients who pay the most often demand the most support, the most rework, and the most unbilled hours. Profit per client is the number that tells the truth.

What this looks like

Sarah runs a boutique consultancy. Her largest client billed 180,000 a year — more than any other. When she switched to the Customer Profitability view in Incremenza, she saw their actual profit contribution was 7,200. Hidden under that number: 340 hours of unbilled support, scope creep across three engagements, and a pricing structure she had not updated since 2022. She repriced the contract. The client agreed to a 38 percent rate increase. Composite scenario based on common patterns.

This is illustrative, drawn from patterns we see across the customer base.

WHAT'S INCLUDED

Six capabilities that make this work

Clarity

True profit per client

See the actual profit each client generates after support costs, unbilled hours, and allocated overhead.

Clarity

Cash flow forecast and runway

See your projected cash position over the next 90 days and the specific month your runway ends.

Clarity

Revenue nature breakdown

See whether your revenue is coming from new customers, expansion, or contraction — not just total.

Clarity

Customer concentration risk

See what percentage of your revenue depends on your top three customers — and whether you have a single-client risk.

Clarity

Industry benchmarks

Compare your gross margin, growth rate, retention, and other key metrics against businesses like yours.

Clarity

Transactions categorize themselves on first connection

Connect your bank or payment processor and 18 months of transactions sort themselves in minutes — no spreadsheet required.

See every feature →

Want the full breakdown? See the cash flow forecast detail page → or explore the metrics catalog →.

Curious how this looks for your business?

Take the free assessment — about 5 minutes, no signup, instant results.

Take the free Profit Gap Assessment →

About 5 min · Instant results · No signup required

PRICING

For financial intelligence, Clarity is the right starting point

Clarity

$79/mo (or $69/mo billed annually)

Why we recommend Clarity for financial intelligence

The core financial intelligence capabilities — true profitability views, cash flow forecast, industry benchmarks, transaction classification — are all in Clarity. Most businesses do not need the customer success or scenario planning features in higher tiers to get the financial clarity they're missing.

Complete financial dashboards including profit per client and cash runway
All integrations (Stripe, Plaid, QuickBooks, Square, PayPal) included
Your AI business advisor included (15 questions per day)

Start 30-day free trial

30 days free · No credit card required · Cancel anytime

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COMMON QUESTIONS

Questions about financial intelligence

🔒 Bank-level encryption · Read-only access · OAuth — we never see your passwords · We never sell your data

FINANCIAL INTELLIGENCE

Ready to see what your numbers have been hiding?

Take the free Profit Gap Assessment and get your business archetype, your Business Health Score, and a personalized roadmap. About 5 minutes. No signup.

Take the free assessment → Start your 30-day free trial →

About 5 min for assessment · 30 days free · No credit card required · Cancel anytime

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