targetdash > unifies KPIs, cash flows, budgets and risk signals across all your clients — with a built-in AI assistant that reads your data and talks back.
Ask anything about your clients' finances in plain language. The built-in AI assistant reads live data and responds like a senior analyst — spotting anomalies, explaining variances, and flagging risk before it becomes a problem.
No dashboards to interpret. No reports to compile. Just ask.
Real-time metrics per client — revenue, margins, burn rate and custom KPIs. Switch clients in one click, zero reload.
Live syncAI-flagged anomalies and 12-week rolling forecasts. Visualise flows across all entities before they become problems.
ForecastingLiquidity, credit and operational risk signals with configurable thresholds. Proactive alerts before things go wrong.
AutomatedAsk questions in plain language. Get answers backed by live data — analysis, anomalies, summaries, risk commentary.
Claude AIDirect API sync from Finland's leading accounting platforms. Fully automated — no exports, no manual work.
IntegratedSuperuser, MainUser, Member tiers. Share curated live views with clients — full control over visibility and permissions.
Securetargetdash > is built exclusively for Targetflow's advisory practice. Sign in or request access below.