AI-powered bookkeeping

From import to valuation, powered by AI

Import your transactions, let AI organize your books, and get the metrics buyers actually care about. Build a business worth selling.

app.dreamteam.ai/finance

This Month

Total Balance

$370,318

Income

$24,500

Expenses

$18,220

Net Profit

$6,280

All Time

Total Income

$2,044,559

Total Expenses

$1,845,222

Net Profit

$199,337

Features

Everything you need in Finance

Powerful features designed to help your team succeed.

Smart Import + AI Categorization

Upload CSV exports from any business bank account or card. Our AI automatically maps columns, detects vendors, and categorizes every expense.

  • Import from any business bank CSV
  • AI-powered expense categorization
  • Automatic vendor detection
  • Bulk edit and recategorize anytime

Import Transactions

AI Categorized
mercury_statement.csv156 transactions
AWS
Infrastructure-$2,847.00
GUSTO PAYROLL
Payroll-$34,200.00
SLACK TECH
Software-$1,250.00

Automatic Reports

Set it and forget it. Schedule daily, weekly, or monthly reports delivered straight to your inbox. Always know where your business stands.

  • Scheduled P&L and expense reports
  • Daily, weekly, or monthly delivery
  • Email reports to your team or investors
  • Custom date ranges and filters

Scheduled Reports

Active

Weekly P&L Summary

Every Monday, 8am

3 recipients

Monthly Expense Report

1st of month, 9am

5 recipients

Daily Cash Position

Daily, 7am

1 recipient

Valuation & Exit Planning

Know your number. Track the KPIs buyers care about, model your valuation, and build toward your exit with clear targets.

  • Revenue multiples and valuation modeling
  • Industry KPIs: MRR, ARR, margins, churn
  • Runway and cash flow projections
  • Exit timeline and milestone tracking

Exit Dashboard

Est. Valuation

$3.2M

5x ARR multiple

ARR

$640K

+42% YoY

Exit Readiness

Revenue Growth85%
Profit Margin72%
Clean Books95%
Capabilities

Finance at a glance

Everything you need, all in one place.

CSV ImportAny bank format
AI CategorizationAuto-categorize
Vendor TrackerSaaS & vendors
BudgetsExpense alerts
AnalyticsP&L, Cash Flow
Exit PlanningValuation goals
CalendarBill reminders
KPIsIndustry metrics

Start building your exit-ready financials

Upload your first CSV, let AI clean up your books, and see your valuation in minutes.