Financial clarity in minutes — even if you hate finance.
Connect one source (bank, QuickBooks, or Stripe) and get an instant CEO dashboard. Add more when you're ready.
No credit card. Estimated first. Confirmed as you connect more.
Start simple. Get value fast.
Don’t connect everything on day one. Connect one tool and see your numbers.
Your CEO dashboard — instantly.
Cash, runway, and performance signals from the data you already have.
Solo Dashboard
Available cash flow
Outstanding invoices
Quarterly filing progress
This month's spending
This is just a preview. Your actual dashboard will show real data from your business and firm up from Estimated → Confirmed as you connect more.
Try your dashboard freeStart with one. Add the rest later.
Preconfin works best as you connect more sources — but you'll see value after the first connection.
QuickBooks
Finance
Plaid
Finance
Stripe
Finance
Google Workspace
Communication
Gusto
Payroll
Mailchimp
Marketing
Airtable
CommunicationChoose your business size
Plans designed for every stage of your business journey
- Finance tracking & receipts
- 1 integration included
- Basic reporting
- Email support
- Everything in Starter
- Payroll management
- Marketing & CRM tools
- 5 integrations included
- Priority support
- Everything in Run
- Full reconciliation
- Advanced reports & analytics
- Unlimited integrations
- Dedicated account manager
All plans include a 14-day free trial. No credit card required.
Compare all features →Built for how founders actually operate.
Get a clean financial view now. Unlock deeper accuracy as you grow.
Learn from the experts
Practical guides and insights to help you run your business better