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The Money Dashboard

Every system on one screen, live, and it flags the leaks itself. Connect Xero or QuickBooks, your CRM, payroll and the bank, write your rules in plain English, and let Claude build the dashboard and run the morning check.

By Ahmed Alassafi7 September 202612 min read
๐Ÿฆ Over $1M a year on QuickBooks or Xero? We'll run this on your numbers. See how it works โ†’
The 30-Day Margin Control Layer
The same checks, installed across the software you already run, built to your rules and accepted against a live reconciliation cycle.
altari.ai/finance
Day 5value verified or refund
Day 30first live run
Financekeeps every approval
What's Inside
๐Ÿ”ŒXero or QuickBooks, CRM, payroll and bank connected read-only, with the exact configs
๐Ÿ“œThe 8 starter rules that catch unbilled work, unpaid hours and double charges
๐Ÿ–ฅ๏ธThe one-shot prompt that builds the dashboard, plus an Ask box that draws new screens
๐ŸŒ…The morning run: flags waiting before you open your laptop, nothing ever sent or paid
๐ŸŽ Most tools in this guide are in our free deals vault. Claim them โ†’
Partner Deals
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Notion$12,000 free
AWS$300k credits
Intercom Fin$6,500 credits
Work with Altari

Your business is leaking revenue.
Let's go find it.

Book a free 30-minute audit. We show you exactly where AI claws back time and money, and you walk away with a roadmap whether or not we build it.

$1.2M+ overhead cut60+ hrs saved / moLive in 30 days
Find your leaks โ†’

No pitch. Worst case, you keep the roadmap.