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JL
Jordan Lee
Finance OS
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AI Advisor
AI financial advisor
Ask anything about your finances
Healthy
Financial health analysis
Your health score rose to 82 this week, driven by lower burn and steady revenue growth.
Action
Expense optimization
AWS spend rose 18% month over month. Reserved instances could save ~$310/mo.
Suggestion
Cash flow suggestions
Shifting the Harbor Goods invoice terms to Net 15 would smooth August cash flow.
Overdue
Invoice follow-up
Nova Studio and Kestrel Inc are overdue — a reminder now keeps DSO on plan.
On track
Runway prediction
At current burn, runway holds at 14.2 months through Q1 2027.
Risk
Risk alerts
Sales department is trending 8% over its quarterly budget.