CEO financial intelligence

Finance

Understand the money, trajectory and capital-allocation choices without rebuilding accounting software.

Framework established
The question this module answers

Where is the money, and where is the business headed?

This page is intentionally a framework today. Its boundaries are now defined so future features have a clear home and Cortex stays simple as it grows.

01

Financial overview

Revenue, gross profit, net profit, margin, cash position and growth trajectory.

02

Profitability views

Analyze profit by SKU, category, channel and time period.

03

Forecasting

Project cash flow, peak-season outcomes, reserves and year-end performance.

04

Capital allocation

Model equipment, inventory, hiring, property and other major uses of cash.

Planned next step

Define the first monthly financial import and executive metric set.