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AI That Understands Your Business

Turn your business data into real-time insights, forecasts, signals, and AI-powered decisions.

Real-Time Business Insights · AI Forecasting · Business Signals · AI Business Intelligence
No credit card · 5-minute setup · Your data stays yours
SignalsLive
Analyzing
Critical·Cash flow·Escalating
Cash Risk
$42,180
Next month is forecast negative.
Critical·Vendor·New
Vendor Spike
+38%
Stripe Atlas cost rose sharply.
Watch·Marketing
Marketing Pressure
29%
Above the 25% revenue guardrail.
Growth·Growth
Growth Headroom
40.9%
Margin supports scaling marketing.
Built for modern SMB owners
AI-native financial intelligence
Trends detected in real time
Forecast business impact
What is Tweaxly

AI business intelligence for SMB owners, in plain English.

The short version of what Tweaxly does, who it's for, and what makes it different from the accounting software and dashboards you may already use.

What Tweaxly does

Turns financial data into decisions.

Tweaxly is an AI business intelligence platform that ingests your real financial activity (revenue, expenses, vendors, cash) and produces business signals, forecasts, scenario plans and an AI advisor you can ask questions of. It explains what's happening, projects what's next, and recommends what to do - in plain English, in real time.

Who it's for

Small and medium business owners.

Built for owner-operators, founders, fractional CFOs and operations leads at SMBs - typically $250K to $25M in annual revenue. If you're running the business and don't want to hire a finance team to understand the numbers, Tweaxly is the layer between your data and your decisions.

Problems it solves

The questions owners actually ask.

Tweaxly answers "am I profitable?", "what just changed?", "is cash going to be a problem?", "which vendors got more expensive?", "what happens if I hire two engineers?" - without spreadsheet maintenance, without a BI team, and without waiting for the monthly accounting close.

Why it's different

Intelligence layer, not accounting software.

Accounting software records what happened. Static dashboards display what happened. Tweaxly is the AI intelligence layer above both - it surfaces anomalies, forecasts the future, runs scenarios, and grounds an AI advisor in your real transactions. Most owners keep their accounting tool and use Tweaxly for the live view.

The Tweaxly methodology

Six steps from raw financial data to better business outcomes.

  1. Track
    Monitor your business live
  2. Evaluate
    Understand what changed
  3. Analyze
    Reveal hidden patterns
  4. eXecute
    Take action faster
  5. Lead
    Make confident decisions
  6. Yield
    Improve business outcomes
Business Insights

Business signals in real time.

Tweaxly automatically detects vendor cost spikes, revenue changes, profitability shifts, and growth opportunities the moment they appear in your financial activity. Real-time business insights without complex spreadsheets or a dedicated finance team.

Cash risk detected
Vendor spike
Trend reversed
Growth opportunity
SignalsAI advisor
updated 3m ago
Critical·Cash flow·Escalating
Cash Risk
$42,180
Next month is forecast negative.
Critical·Vendor·New
Vendor Spike
+38%
Stripe Atlas cost rose sharply.
Watch·Payroll
Payroll Pressure
71%
Heavy for your current run-rate.
Watch·Marketing
Marketing Pressure
29%
Above the 25% revenue guardrail.
Growth·Growth
Growth Headroom
40.9%
Margin supports scaling marketing.
FYI·Revenue
Net Margin
23.4%
This month's profitability snapshot.
AI Financial Advisor

An AI financial advisor that understands your real numbers.

Tweaxly continuously analyzes your financial activity, identifies trends, surfaces risks, and helps business owners make smarter decisions through AI-powered financial planning - without spreadsheets, dashboards no one opens, or a CFO retainer.

  • Why did profitability drop this month?
  • What changed in payroll expenses?
  • What happens if I hire 2 more engineers?
  • Which expense category is growing fastest?
Advisory·Reading your latest numbers
claude-opus-4.7
Why did profitability drop in April?
Reasoning
Revenue held flat month-over-month, but two cost lines moved together: Stripe Atlas +38% and contractor hours +21%. That's the entire margin compression.
Answer
Net margin dropped from 28.1% → 21.4% because of a vendor spike on Stripe Atlas and a one-time contractor burst. Recurring base is unchanged.
Next steps
  • Audit the Stripe Atlas line for one-time setup vs. recurring.
  • Confirm the contractor burst was project-bound and won't repeat.
  • If both hold, May margin recovers to 26–28% without action.
Financial Forecasting

Financial forecasting and cash flow intelligence.

Project where the business is heading. Tweaxly combines historical actuals, recurring patterns, seasonality, and your own scenarios into explainable cash flow forecasting and revenue forecasting - built for growing SMBs, not enterprise accounting teams.

  • Baseline vs scenario, side by side
  • Layer hires, raises, contracts, one-time costs
  • Dollar impact on revenue, margin, and cashflow
Forecast·12-month outlook
Projected Net Profit
ActualForecast+ Hire 2 engineers
NOWJanFebMarAprMayJunJulAugSepOctNovDec
Baseline ends at $58.4K · Scenario adds +$23.1K
Executive Overview

Clarity in minutes, not spreadsheets.

The first screen every morning - KPIs, deltas, and a single AI takeaway anchored to what just changed in your numbers.

Revenue
$58,420
+12% vs last month
Expenses
$31,840
−3% vs last month
Net Profit
$26,580
+38% vs last month
Cash Runway
6.2 mo
+0.4 vs last month
Decision Anchor
Your business is profitable and trending up. The main thing to watch is vendor concentration on Stripe Atlas - a single line is now 14.2% of expenses.
Cash buffer healthy
Margin recovering after April compression
One vendor line worth reviewing
Financial Review

Understand the report your accountant sends you.

Upload a balance sheet, profit & loss or cash flow statement and get a plain-English review of your business - a health score, an AI second opinion, the questions to ask your CPA, and a 12-month outlook. Upload more than one year and watch how the business has evolved.

  • From upload to review in 30-90 seconds
  • Health score, second opinion, CPA questions, action plan
  • Multi-year Business Evolution: trends, DNA profile, forecast
Audited annual statements
FY 2024 · reviewed in 48s
82 /100
Healthy

Profitable in its first full year (net margin 3.6%). Most of the assets - 71,232 of 132,184 - sit in short-term securities, while only 1,552 is left in cash.

Executive summary
AI second opinion
Questions for your CPA
Action plan
Discuss with CPA:Payroll rose 32% while revenue rose 8% - one-off hiring or structural?
One platform

One financial intelligence platform

Unified dashboard, financial forecasting, business insights, AI advisory, and real-time financial monitoring - in a single financial intelligence platform built for SMB owners. Tweaxly replaces the gap between accounting software and a fractional CFO with an AI-powered financial planning system that actually talks to your numbers.

How it works

From first upload to clarity in 5 minutes.

1
Connect your data
Upload bank, card, or payment-processor statements. Or paste them in. Categorization rules learn your patterns.
2
Watch the deck
Within minutes, Signals start populating with what changed, what's at risk, and where the opportunity is.
3
Ask anything
Open Advisory and ask in plain English. The AI answers using your real categories, vendors, and trends.
Bank accounts
Checking · Savings
Credit & debit cards
Visa · Mastercard · Amex
PayPal
Business
Stripe
Payouts · Fees
Invoices
Manual or CSV
Bookkeeping exports
QuickBooks · Xero
Connect your data

Your business data. Finally understandable.

Connect your bank accounts, cards, PayPal, invoices, and business data in minutes — and let Tweaxly turn them into real-time business signals, forecasts, and AI-powered recommendations.

  • 5-minute setup
  • No credit card required
  • Multi-currency by default
  • Your data stays yours
Create Free Account
Free forever for one business · upgrade only when you need more.
Learning Center

Learn the language of your business.

The vocabulary, metrics and frameworks every small business owner should know - written without finance jargon. Over 50 articles and 50 glossary terms, organised by topic.

How Tweaxly works

One methodology, end to end.

Six steps from raw financial data to better business outcomes - the philosophy behind every signal, forecast and conversation inside the platform.

  • Track your business.
  • Evaluate performance.
  • Analyze trends.
  • eXecute smarter decisions.
  • Lead with confidence.
  • Yield better outcomes.

Get your first AI business signals today.

Upload a CSV, see your business the way a finance team would. Free forever - upgrade only when you're ready.

No credit card · 5-minute setup · 30 AI Credits included