Built for businesses like yours
FirmView works with any QuickBooks-powered business. Here’s how different industries use it to make better financial decisions.
Professional Services
Consulting, accounting, and law firms
Professional services firms live and die by utilization, realization, and cash collection. FirmView surfaces the financial signals that matter most:
- Revenue concentration risk — are you too dependent on one client?
- AR aging trends — who's paying late, and is it getting worse?
- Margin compression — are rising costs eating into your per-project profitability?
- Cash flow timing — do you have enough runway between big invoices?
SaaS & Technology
Software companies and startups
SaaS businesses need to track burn rate, runway, and growth efficiency. FirmView gives you the financial visibility investors expect:
- Burn rate and runway — how many months until you need to raise or reach profitability?
- Revenue growth trends — month-over-month and year-over-year with seasonality detection
- Operating leverage — are you scaling efficiently or spending more to grow?
- Cash conversion — how quickly does revenue turn into cash in your bank account?
Retail & E-Commerce
Retailers and online sellers
Retail margins are thin and seasonal swings are real. FirmView helps you stay ahead of the numbers:
- Gross margin trends — are COGS rising faster than revenue?
- Seasonal patterns — compare this year to last year, month by month
- Working capital health — do you have enough cash to fund inventory cycles?
- AP management — are you taking advantage of vendor payment terms?
Construction & Trades
Contractors and trade businesses
Construction businesses deal with lumpy revenue, long payment cycles, and material cost volatility. FirmView keeps you in control:
- Cash flow timing — manage the gap between job costs and client payments
- Receivable aging — identify slow-paying clients before they become write-offs
- Cost escalation — detect rising material and subcontractor costs early
- Leverage and debt service — track your ability to service equipment loans and credit lines
Works with your QuickBooks data
Connect in one click and see what FirmView finds. Free during beta.