This is an AI agent and can make mistakes. Please double-check responses.
1
Your business
Every field is optional.
2
Your numbers
Type, paste, or upload — or leave it empty.
Sign in to upload a spreadsheet — it fills the box below automatically.
No figures to hand? Just press the button — you get the complete dashboard instantly, empty and ready to type into. Nothing is sent anywhere.
Every dashboard is a full working web page with a dark sidebar, five views — Overview, Cash & forecast, Projects, Clients, and Costs — live charts, and tables you can click to edit. Here is the shape of it, shrunk down:
Overview
Cash & forecast
Projects
Clients
Costs
Money received
Invoiced, waiting
Left after costs
Income and costs by month
The real thing is full-size, interactive, and built in your own colours, currency, and industry language — press Use Agent to build yours.
1
Tell it as much as you like
Every field is optional. Add your business name, industry, currency, and colour if you want the dashboard personalised — or press the button with nothing filled in and get the complete dashboard ready to fill in yourself.
2
Paste your numbers
Upload an Excel or CSV file and the numbers box fills itself in — or type or paste anything you have: projects, client amounts, expense lists, unpaid invoices. The agent charts exactly what you give it and invents nothing. Nothing yet? You get the dashboard empty, ready to fill in.
3
Publish or download
Click any cell in the preview and type — Tab moves along, Enter moves down, and every chart recalculates as you go. There is no edit mode to find. Publish live sends exactly what you see, and from then on every change on the live page saves to the link automatically. The link stays the same when you publish again. Or download the file: it carries your figures inside it.
Free trial
Your first dashboard is free
Sign in or create a free account to build a finance dashboard from your figures. The empty dashboard is free every time.
Which jobs are finished but not invoiced, and who still owes you.
Agencies and consultants
How much of your income rests on one client.
Clinics, studios, shops
Patients, bookings, orders — it uses your words, not ours.
Anyone with a spreadsheet
If it lives in Excel today, it can live here instead.
How it works
1
Say who you are
Name, industry, currency, a colour from the wheel. Skip any of it.
2
Give it your figures, or don't
Upload Excel or CSV, paste notes, or leave it blank and type straight in.
3
Keep it, or publish it
Save offline, or publish to a live link that saves every change.
Questions people ask
What can I upload?
Excel, CSV, or anything pasted as text — invoices, monthly revenue, costs by category, budgets. Any column layout. It tells you what it read before you go further.
Where do my figures live?
Downloaded, they sit inside the file itself — nothing about a downloaded dashboard is kept on AIBasePro. Published, they save to your dashboard's own link automatically.
Can my bookkeeper or business partner use it?
Publish it and send them the link. What they change, you see; what you change, they see. There is an Undo, and a two-click reset back to the original figures.
Does it work on my phone?
Yes. The views become a scrolling strip across the top and the cards stack. Editing works there too, though a keyboard is easier for lots of rows.
Free trial or PRO — what changes?
The free trial builds one dashboard from your figures, yours to keep with Save offline. Building the empty dashboard is free every time either way. Publishing to a live link is part of the PRO Subscription.
Your accountant or business partner opens the same link. They change a number, you see it. You change one, they see it. Every other agent on AIBasePro is included too.
