Awesome visuals, clear insights, and an interactive dashboard.
Connect QuickBooks once. Get a live financial dashboard that shows instead of tells. We'll also email you the highlights every month so you can see: what's working, what's slipping, where cash and profit are headed, and the specific moves to make next. No spreadsheets. No jargon. No waiting on an accountant.
- 15 days free
- No credit card to start
- Read-only access
A visual dashboard and monthly financial report
Your books already hold the answers, buried in pages of detail. We analyze them, extract the insights, and give you recommendations.
Picture your numbers
Sales, margin, profit, cash, balance sheet, product lines, and customer profitability. Every number comes straight from your books.
The monthly report
What matters this month and why, plus what changed since last month, tracked month over month so nothing falls through.
Cash forecast
Where your cash is headed day by day, with tight spots flagged before they arrive, and your own expected items factored in.
Ask anything
"Who pays slowest?" "What if I raise prices 4%?" Interact with your own numbers on your own time.
Recommended moves
Not just charts. Ranked, specific next steps with the expected impact of each, drawn from your own trends.
Ready to hand off
Banker, tax-prep, and bookkeeper packets. Each is a clean PDF built for the person it's going to, one click each.
Everything an owner should know, in one place
Focused sections that visualize the numbers, explain what they mean, and give suggestions for what to do.
- Monthly report. The headline, vital signs, and what changed.
- Revenue. Trends, mix, customers, seasonality.
- Costs & margin. Where margin leaked, vendor concentration.
- Profit. Where every dollar went, layer by layer.
- Cash. Who owes you, how long money takes to come in.
- Cash flow calendar. The next 90 days, day by day.
- Balance sheet health. How strong your foundation is.
- Products & services. Where you actually make your money.
- Customer profitability. Who makes you money after all the costs.
- Scenarios. Your what-ifs, modeled on your real baseline.
- And more…
Minutes to set up. Nothing to do after that.
Connect QuickBooks
One secure, read-only connection. We can never touch or change your books. We only read them.
About 10 minutesWe build your first report
We study your history and build your first monthly report, usually in the same business day.
Usually same dayReview monthly
We'll automatically email you a summary every month. Read the highlights in five minutes, or dig deeper on your live dashboard.
MonthlyYour numbers, on call
The report answers the big questions on its own. When you have one of your own, ask it in plain English and get an answer built from your actual books, not a canned reply.
- Answers cite the real numbers behind them
- Test what-ifs against your own baseline
- Unlimited questions, included in the subscription
Illustrative conversation. Answers come from your own books.
One click, and it's ready for the person who needs it
Each packet is a clean PDF built for its reader. No scrambling the night before a meeting.
For your banker
The statements and ratios lenders ask for, presented the way credit teams like to read them.
For your CPA
The year's numbers organized for tax season, with the notes your preparer would otherwise have to ask you for.
For your bookkeeper
A cleanup list of what to fix in the books and why it matters, in the order it should be done.
Start for free. Keep when it earns its keep.
- No credit card to start
- The full dashboard, every section, from day one
- Unlimited follow-up questions on your numbers
- Banker, tax, and bookkeeper packets included
The things owners ask us first
Is my QuickBooks data safe?
Yes. You connect through QuickBooks' own secure login, and the connection is read-only, so we can never change your books. You can end the connection at any time, from our side or from inside QuickBooks. Your data is used only to build your own dashboard.
I'm not a numbers person. Is this for me?
Especially for you. Every section opens in plain English: what happened, why it matters, and what to do. Every technical term links to a plain-language glossary. The numbers are all there when you want to dig, but you never need an accounting degree to get the point.
How is this different from QuickBooks' own reports?
QuickBooks shows you raw statements. Baseview reads years of your history and tells you what it means: which customers are quietly shrinking, where margin is leaking, when cash gets tight, and what to do about each one. It's the analysis a good CFO would do, every month, on its own.
Baseview visualizes your numbers so they're easy to understand, and combines them with professional-grade business intelligence to give you actionable insights and recommendations.
What do I have to do each month?
Nothing. When your month closes, the new report builds itself and you get an email. Reading it takes about five minutes.
Can I share it with my banker or CPA?
Yes, two ways. One-click packets export clean PDFs built for bankers, tax preparers, or bookkeepers. Or send a secure live link that shows exactly what you choose to share, and nothing else.
What happens when the trial ends?
You'll get a heads-up before it ends. Add a card if you want to keep it — it's $79 a month. If not, it simply stops. No surprise charges, and you can remove the QuickBooks connection instantly.
Your first report is one connection away
Connect QuickBooks today and read your first monthly report this week. Free for 15 days, no card needed.