What the numbers mean, without being an accountant.
Insights turns your books into a single page: this month so far, things worth a look, health indicators, 12 months of income and expenses, your top customers, how expenses moved against last month, a 13-week cash forecast and the month written out in plain English.
- Cash runway
- 8.4 months
- Days to get paid
- 41 days
- Profit margin
- 24%
Reports tell you what, not so what
A balance sheet is correct and still doesn't tell you whether you should be worried.
Every number explained
Each indicator says what it measures in a sentence. Everything comes straight from your reports: nothing here guesses or changes your ledger.
- 1
Keep your books as normal
There's nothing to set up. Insights reads what you've already posted.
- 2
Check the health panel
Cash runway, current ratio, days to get paid, days to pay and profit margin, each with an explanation.
- 3
Follow it through
Alerts link to the document behind them, and the full reports are one click away.
Five health indicators
Each one marked good, worth checking or needs fixing.
Top customers
Who brought in the most over the last 12 months.
Expense changes
What went up or down against last month.
The month in plain words
A written account of what happened.
Private to your business
Every row is locked to your business by the database.
Checked by the database
Entries that don't balance are refused.
No card, no trial
The core ledger is free for as long as you use it.
Insights, answered.
Your month, your health and your top customers, explained in plain words.
No. Insights are worked out by fixed rules from your reports. The optional "Ask about your numbers" box is the part that uses AI.
More from Zelvorm Books.
Free bookkeeping, done properly.
No card, no trial, no catch. Signing up never adds you to our client list.