Your Financial Dashboard for Running Your Business
Your books, your bank, and your planning tools, all in one place. KnowYourNut connects QuickBooks, Plaid bank transactions, and CSV imports into a single business profile so your dashboards and calculators run on real numbers, not estimates.
See It In Action
Watch how your business data flows through the dashboard, from profile setup to real-time insights.
What's Included
QuickBooks Sync
Pull in your real accounting data. Revenue, expenses, and transactions flow directly into your business profile.
Plaid Bank Transactions
Link your bank accounts for cash flow visibility. See money moving in and out without waiting for your bookkeeper.
CSV Imports
For banks or accounts not connected yet, upload CSV exports and get the same data coverage.
Living Memory (Connected)
The same shared business profile, now powered by real data from your books and bank instead of manual entry.
AI Alerts and Insights
Get notified when your cash flow dips, margins shift, or spending patterns change. AI spots what you might miss.
Dashboards and Reports
Visual summaries of how your business is doing, updated with real data. Export reports when you need them.
How It Works
- 1
Connect your books
Link QuickBooks, connect your bank through Plaid, or upload CSV files. Use one source or all three.
- 2
Living Memory fills with real data
Your business profile updates automatically with actual revenue, expenses, and transaction data from your connected accounts.
- 3
Supported dashboards reflect connected numbers
Connected accounting, bank, and transaction data feeds the supported dashboard views. Manual planning inputs remain available when a connected field is not used.
- 4
AI spots patterns and suggests actions
The system watches your data for changes worth knowing about: cash flow trends, margin shifts, spending spikes. You get alerts, not just charts.
Who It's For
- Operating businesses with real revenue that need their accounting data and planning tools working together
- Owners who have outgrown spreadsheets and want a single view of their financials without hiring a CFO
- Anyone who wants their planning tools and accounting data in one system with scheduled and on-demand updates
Pricing
The Operating System tier is $39.99/mo and includes everything in Planning Pro. QuickBooks sync, Plaid bank connections, CSV imports, AI insights, dashboards, and all 33+ planning calculators. Connected fields are used where supported.
See all plans and pricingStart free. Upgrade when you're ready.
All 33+ calculators are free with no signup required. When your business needs connected data, the operating system is here.