Unpack your numbers.
Understand your business.
The easy way to unpack your numbers and understand your business financials.
UnpackFi isn't where you do your accounting. It's where you understand it.
Keep your accounting software and your accountant/CPA. UnpackFi helps you understand what it's telling you.
No accounting degree required.
Revenue
$116,300
+4.2%
Net profit
$7,400
-8.1%
Cash
$188,400
+2.9%
Gross Profit %
Almost thereActual
59.8%
Goal
62.0%
Difference
2.2%
Example insights from the demo business
$1.4M
Projected revenue
$85.2K
Break-even each month
52 days
Days of cash
Give us what you have
Don't have perfect books? That's okay. Upload what you have and we'll help make sense of it — and tell you what's still missing instead of rejecting it.
Connect an account
QuickBooks Online, Xero and Wave integrations are being prepared for launch. The least work, once they're live.
Upload what you have
A bank statement, a P&L, a spreadsheet, a revenue report from Stripe, Square or Venmo.
Enter numbers manually
Revenue, expenses, payroll and cash for one month is a real start.
Every number is labeled by where it came from — connected, provided by you, or estimated. You always know how solid the picture is.
Everything you need to run your business by the numbers
Understand your numbers
Revenue, gross profit, net profit, cash and expenses — each with a one-line explanation of what it means for you.
Know where you stand
Your actual, your goal and the difference side by side, with a clear on-target or needs-attention answer.
Set goals that stick
Pick targets for revenue, profit, payroll percentage and cash, then watch visual progress toward each one.
Forecast what's ahead
See projected annual revenue and profit from your own trend — no spreadsheet gymnastics required.
Test what-if scenarios
What if revenue grows 10%? What if I hire someone? Move a dial and see the impact on profit and cash.
Understand break-even
Know exactly how much revenue covers everything each month, and how far above that line you are.
Ask Superhero Sidekick
Your AI assistant for understanding your business financials. Ask a normal question and get a plain-English explanation — no debits, credits or accounting jargon.
- Why was my profit lower this month?
- Can I afford another employee?
- How can I improve my cash flow?
- Am I on pace to hit my goals?
How UnpackFi works
Connect or upload
Link your accounting and banking, or upload a statement. Takes minutes.
Unpack
We translate the numbers into plain English, with your goals and break-even attached.
Understand & plan
See where you stand, forecast ahead, and test decisions before you make them.
One price. Everything included.
$49/month
Month to month. No contract, no tiers, no add-ons.
- Monthly snapshot in plain English
- Goals, status and break-even
- Forecasting and what-if scenarios
- Your seasonal rhythm and reserve target
- Superhero Sidekick — your AI assistant for understanding your business financials
- All core UnpackFi features included
Built to grow into franchises and multi-location businesses
Every owner sees their own performance in plain English. Later, franchise and multi-location organizations will be able to benchmark locations across the network — so a single operator knows how they're doing, and the group knows which locations need help.
Your numbers already know the answer
See how the demo business is performing — and how UnpackFi turns its numbers into answers you can understand.
Explore the Dashboard Demo