Northbound - Outcome-Oriented AI Dashboard

Audience: Finance leads and founders preparing for Series A+ board meetings. CFOs and controllers who need to present investor-grade metrics including ARR, NRR, CAC payback, and runway. Requires QuickBooks and Stripe data exports. Outputs the specific metrics that VCs and board members expect to see during due diligence, quarterly reviews, and fundraising discussions.

Data Source:

Upload new file (or drag & drop) Select existing file (testing purposes only) Connect directly to Stripe & QuickBooks

📁 Drag & drop file(s) here or click to browse (up to 3 files)

Supported: CSV, Excel, JSON, Word, PDF, Text, QuickBooks (Max 2MB each, up to 3 files)

Goal Mode:

I have a specific goal Suggest goals for me

Business Goals:

External Market Research (Optional):

Off - Use internal data only On - Include external market intelligence

SINGLE-AGENT PIPELINE ARCHITECTURE

STAGE 1: DATA INGESTION

Input Files

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File Parser

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Goal Extractor

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JSON Data + Target

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STAGE 2: SINGLE-AGENT ANALYSIS (Claude Opus 4.6 with Extended Thinking)

Opus 4.6 AgentExtended Thinking

Panel Selection

Metric Computation

Insight Generation

Recommendations

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STAGE 3: POST-PROCESSING & OUTPUT

Target Enforcement

→

Chart Generator

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Dashboard

Data

AI Agent (Opus 4.6)

Processing

Output

SAAS FINANCIALS - SINGLE-AGENT PIPELINE

STAGE 1: DATA INGESTION

QuickBooks + Stripe CSVs

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File Parser

→

Goal Extractor

→

JSON Data + Target

↓

STAGE 2: SINGLE-AGENT ANALYSIS (Claude Opus 4.6 with Extended Thinking)

Opus 4.6 AgentSaaS Expert + Extended Thinking

MRR/ARR Computation

NRR Calculation

Runway Analysis

Board Pack Generation

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STAGE 3: POST-PROCESSING & OUTPUT

Target Enforcement

→

Chart Generator

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Board Pack Dashboard

KPI Strip

4 Charts

Board Brief

Data

AI Agent (Opus 4.6)

Processing

Output

STRETCH GOAL

MEDIUM GOAL

SAFE GOAL

Analysis Summary

SINGLE-AGENT PIPELINE ARCHITECTURE

STAGE 1: DATA INGESTION

STAGE 2: SINGLE-AGENT ANALYSIS (Claude Opus 4.6 with Extended Thinking)

STAGE 3: POST-PROCESSING & OUTPUT

SAAS FINANCIALS - SINGLE-AGENT PIPELINE

STAGE 1: DATA INGESTION

STAGE 2: SINGLE-AGENT ANALYSIS (Claude Opus 4.6 with Extended Thinking)

STAGE 3: POST-PROCESSING & OUTPUT

North Star -

KPI 1 -

KPI 2 -

Risk Indicator -

MARKET CONTEXT

Competitive Landscape

Industry Trends

Market Conditions

EXECUTIVE ANALYSIS & RECOMMENDATIONS