Insight Hunter

Pick the edition that matches how you actually work.

BizForms

Turn messy paperwork into clean, automated workflows.

Finance & ops form templates that teams actually use
Automated routing, approvals, and reminders
Centralized storage for receipts, contracts, and docs
Consistent, export-ready data for your systems
Perfect for engagement letters, intake, and checklists

Scout

Fast, focused financial scouting for “what-if” questions.

Rapid scenarios on revenue, burn, and hiring
Side‑by‑side views of best, base, and worst case
Save and share scenarios with advisors and investors
No heavy modeling—just quick, clear answers
Ideal for founders making weekly decisions

Open Scout

Lite

Local‑first, zero‑friction desktop clarity in under 60 seconds.

Runs on your machine—no logins, no cloud
1‑click bank connection (read‑only)
Auto P&L and cash flow snapshots
Burn rate and runway at a glance
One‑click PDF exports for investors

Open Lite

Standard

Everyday finance intelligence for growing teams.

Multi‑account and multi‑entity support
Rolling 12‑month forecasts and trends
Investor‑ready dashboards and metrics
Email alerts when burn or runway shifts
Exports for your CPA, board, and investors

Full

The complete command center for finance‑heavy teams.

All Standard + Scout features in one place
Team access with roles and permissions
Audit logs and activity history for compliance
Advanced automations and workflows
Priority support and guided onboarding

Open Full