01
Live P&L
Revenue, cost, margin — updated hourly, per location and per line.
The suites
Finance & performance
portfolAIo
One truth. Every number. Every location.
portfolAIo is the executive layer. Every dollar, every KPI, every location — rolled up, drilled down, explained in plain English.
Sign Up for the BetaLive · running today
portfolAIo · Executive pulseLive
portfolAIo · running in the beta today
What it does
Six things, running every day.
02
Cash & runway
Where the money is, where it's going, when it runs out.
03
Roll-ups
Multi-entity, multi-location, multi-brand — consolidated.
04
Anomaly hunt
Unusual spend, drift, or fraud flagged before you'd notice.
05
Ask, in English
"Why was margin off last week?" — full answer, with receipts.
06
Board pack
Monthly, quarterly, investor-ready — generated automatically.
Modules in portfolAIo
8 shipped · working today
EntitiesActualsGovernanceStakeholdersGoal sheetsReportsGoals & scorecardsPeriods & close
A day, on autopilot
Three moments. Zero interventions.
6:30 AM · Yesterday's P&L rolled up across 7 locations.
10:04 AM · COGS anomaly flagged at Location 4 — cause identified.
Monday · Board pack drafted, waiting on your sign-off.
See portfolAIo live.
A 20-minute walk-through, on your business. See it work before you decide anything.
