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Your entire business,
one intelligent dashboard.

XTERWISE connects your finances, inventory, e-commerce channels, and bank accounts — then uses AI to tell you exactly what to do next.

Start Free — 14 Days
No credit card requiredCancel anytime2-minute setup
app.xterwise.com/dashboard
XTERWISE
🧭Overview
📊Dashboard
📈Analytics
FINANCE
💰Revenue
💸Expenses
📄Invoices
💳Payments
📑Reports
OPERATIONS
📦Products
📊Inventory
🛒Orders
⭐PRO PLAN
Upgrade for AI insights
MRR
$48,290
Net Profit
$12,840
Cash Flow
$31,200
Invoices
$8,400
REVENUE VS EXPENSES
Monthly Comparison
Revenue
Expenses
100K
75K
50K
25K
0
$65,000
$45,000
Jan
$72,000
$48,000
Feb
$68,000
$52,000
Mar
$85,000
$55,000
Apr
$78,000
$58,000
May
$92,000
$62,000
Jun
$88,000
$65,000
Jul
$95,000
$68,000
Aug
$82,000
$64,000
Sep
$89,000
$70,000
Oct
$86,000
$66,000
Nov
$94,000
$72,000
Dec
Revenue Growth:+24.6%
Expense Growth:+15.3%
vs last year
EXPENSE BREAKDOWN
$84K
Total
Ops 35%
Marketing 22%
R&D 15%
Other 28%
RECENT TRANSACTIONS
Amazon Marketplace
Today, 09:42 AM
+$1,240
Shopify Store
Yesterday, 15:23 PM
+$3,870
Stripe Payment Fee
Yesterday, 11:05 AM
-$890
Bannière Xterwise
01/02
12,400+
Active businesses
$2.8B+
Revenue tracked
99.97%
Uptime SLA
4.9/5
Average rating
Everything you need

Built for businesses that
take finances seriously.

Designed for founders

Every feature is designed
around how real business
owners actually work

Most financial tools are built by accountants, for accountants. We built XTERWISE for founders, operators, and business owners who need clarity without complexity.

No jargon. No 47-step workflows. Just powerful automation that maps to how you actually run your business — from daily cash flow visibility to instant invoice creation and real-time inventory sync across every channel you sell on.

⚡

2-minute setup

Connect and go live fast

🔒

Bank-grade security

Plaid + SOC 2 compliant

Platform walkthrough
AI Business Platform

AI Finance, ERP Automation &
Business Analytics

XTERWISE combines AI finance management, inventory tracking, ERP automation, banking integration and advanced analytics dashboards into one intelligent business operating system.

Manage revenue, expenses, invoicing, inventory, suppliers, payments and operational workflows from one centralized AI-powered SaaS platform built for modern businesses and fast-growing companies.

💰

Real-Time Financial Intelligence

Track revenue, expenses, and profit margin as transactions happen — not at month-end. Get instant P&L, cash flow statements, and balance sheets.

P&LCash FlowBalance Sheet
🧾

Smart Invoice Automation

Create professional invoices in 30 seconds. Auto-calculate totals, taxes, and shipping. Send via email, track opens, and receive payments — all in one flow.

PDF ExportAuto-TaxPayment Tracking
📦

Inventory & Product Management

Real-time stock levels across all channels. Automatic reorder alerts when products hit threshold. Track cost, margin, and supplier performance.

Multi-Channel SyncAuto AlertsMargin Tracking
🛒

E-Commerce Channel Unification

Connect Amazon, Shopify, eBay, Etsy, and Walmart. All sales, returns, and fees flow into one unified revenue dashboard automatically.

5 PlatformsReal-Time SyncFee Reconciliation
🏦

Bank & Card Integration

Connect checking accounts, credit cards, and payment processors via Plaid. Transactions auto-categorize and match against your invoices and expenses.

Plaid ConnectedAuto-CategorizeReconciliation
🤖

XTERWISE AI Engine

Your AI CFO analyzes spending patterns, forecasts cash flow shortfalls 30 days ahead, and surfaces actionable recommendations every morning.

Cash ForecastingSpend AnalysisDaily Briefing
Plug & Play Integrations

Connect everything.
Manage from one place.

All your sales channels and business tools flow into XTERWISE automatically — setup takes under 5 minutes.

Amazon

E-Commerce

Sync orders, fees, and FBA inventory

Live

Shopify

E-Commerce

Real-time sales, refunds, and payouts

Live

eBay

E-Commerce

Auction and fixed-price sales sync

Live

Etsy

E-Commerce

Handmade & vintage sales tracking

Live

Walmart

E-Commerce

Marketplace orders and settlements

Live

TikTok Shop

Social Commerce

Track TikTok Shop sales and revenue

Live
Simple Pricing

Invest in clarity.
Cancel anytime.

No hidden fees. No per-transaction charges. Flat monthly pricing that scales with your business.

Starter

For small teams and beginners getting their business organized.

$9.99/month
3-day free trial

Ideal for: Getting your business organized

  • Dashboard & Overview
  • Basic Analytics
  • Revenue & Expenses (simple tracking)
  • Invoices & Payments
  • Products & Inventory (limited)
  • Customers (basic management)
  • Settings
  • Notifications
  • Advanced automations or AI
Best Value

Pro

For active entrepreneurs and growing businesses.

$19.99/month
5-day free trial

Ideal for: Managing a real growing business — Best value

  • Everything in Starter, plus:
  • Advanced Analytics
  • Detailed Reports
  • Full Inventory & Order Management
  • Customers & Suppliers
  • Employees (team management)
  • Basic Automations
  • Integrations (Stripe, external tools)
  • Banking (bank account connections)
  • Subscriptions Management

Business AI

For advanced companies and serious SaaS businesses ready to scale.

$39.99/month
7-day free trial

Ideal for: Scaling a SaaS or serious enterprise — Performance & automation focused

  • Everything in Pro, plus:
  • AI Assistant (analysis & recommendations)
  • Advanced Automations (intelligent workflows)
  • Advanced Analytics & Reports (predictions)
  • Full Integrations & API Access
  • Advanced Multi-Employee Management
  • Complete Finance Suite (revenue, expenses, banking, cashflow)
  • Full Management (products, inventory, orders)
  • Smart Notifications
  • Advanced Document Management

Need custom limits or on-premise deployment? Talk to our enterprise team

Customer Stories

Businesses that made the switch
never looked back.

“I was running Amazon, Shopify, and eBay out of three separate spreadsheets. XTERWISE replaced all of them in one afternoon. My accountant cried tears of joy.”
✦ +$140K revenue identified
MO
Marcus Okonkwo
Founder, BrightSpark Electronics
“The AI cash flow forecasting saved us from a serious liquidity problem. It predicted we'd be short $80K in 6 weeks — we had time to act. This is not a nice-to-have anymore.”
✦ Avoided $80K cash crisis
PN
Priya Nair
CEO, Verdant Home Goods
“We switched from QuickBooks and the difference is night and day. QuickBooks is built for accountants. XTERWISE is built for people who actually run businesses.”
✦ Replaced QuickBooks + 2 tools
DL
Damien Leclercq
Operations Director, Maison Atelier
“The real-time inventory sync across all channels saved us 15 hours per week. We no longer oversell or undersell. XTERWISE is the backbone of our operations.”
✦ 15 hours saved weekly
SC
Sarah Chen
CFO, NovaTech Solutions
“I was skeptical about AI-powered analytics, but the profit margin insights helped me cut underperforming products and double down on winners.”
✦ +32% profit margin increase
JR
James Rodriguez
Owner, Urban Style Co.
“I was running Amazon, Shopify, and eBay out of three separate spreadsheets. XTERWISE replaced all of them in one afternoon. My accountant cried tears of joy.”
✦ +$140K revenue identified
MO
Marcus Okonkwo
Founder, BrightSpark Electronics
“The AI cash flow forecasting saved us from a serious liquidity problem. It predicted we'd be short $80K in 6 weeks — we had time to act. This is not a nice-to-have anymore.”
✦ Avoided $80K cash crisis
PN
Priya Nair
CEO, Verdant Home Goods
“We switched from QuickBooks and the difference is night and day. QuickBooks is built for accountants. XTERWISE is built for people who actually run businesses.”
✦ Replaced QuickBooks + 2 tools
DL
Damien Leclercq
Operations Director, Maison Atelier
“The real-time inventory sync across all channels saved us 15 hours per week. We no longer oversell or undersell. XTERWISE is the backbone of our operations.”
✦ 15 hours saved weekly
SC
Sarah Chen
CFO, NovaTech Solutions
“I was skeptical about AI-powered analytics, but the profit margin insights helped me cut underperforming products and double down on winners.”
✦ +32% profit margin increase
JR
James Rodriguez
Owner, Urban Style Co.
“I was running Amazon, Shopify, and eBay out of three separate spreadsheets. XTERWISE replaced all of them in one afternoon. My accountant cried tears of joy.”
✦ +$140K revenue identified
MO
Marcus Okonkwo
Founder, BrightSpark Electronics
“The AI cash flow forecasting saved us from a serious liquidity problem. It predicted we'd be short $80K in 6 weeks — we had time to act. This is not a nice-to-have anymore.”
✦ Avoided $80K cash crisis
PN
Priya Nair
CEO, Verdant Home Goods
“We switched from QuickBooks and the difference is night and day. QuickBooks is built for accountants. XTERWISE is built for people who actually run businesses.”
✦ Replaced QuickBooks + 2 tools
DL
Damien Leclercq
Operations Director, Maison Atelier
“The real-time inventory sync across all channels saved us 15 hours per week. We no longer oversell or undersell. XTERWISE is the backbone of our operations.”
✦ 15 hours saved weekly
SC
Sarah Chen
CFO, NovaTech Solutions
“I was skeptical about AI-powered analytics, but the profit margin insights helped me cut underperforming products and double down on winners.”
✦ +32% profit margin increase
JR
James Rodriguez
Owner, Urban Style Co.
XTERWISE Blog

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