How It Works

From connection to clarity in minutes.

Four steps. No accounting degree required. Connect your tools, ask a question, and know your numbers.

01

Connect

Link your QuickBooks or Plaid account in two clicks. OAuth-based, read-only — we never touch your data. No credentials stored, no complex setup.

  • 2-click OAuth connection
  • Read-only access — we never modify records
  • No passwords or credentials stored
  • Connect multiple platforms simultaneously
02

Sync

CentSight pulls your financial data in real time. Transactions, invoices, balances, and more — categorized, normalized, and pattern-matched automatically.

  • Automatic data syncing
  • Manual sync available anytime
  • AI-powered categorization
  • Historical data import on first connect
03

Ask

Ask questions in plain English. "What's our burn rate?" "How much did we spend on software this quarter?" "Are we on track for payroll?" Get instant, accurate answers.

  • "What's our current cash position?"
  • "Which vendor costs increased this quarter?"
  • "Can we afford to hire two engineers?"
  • "What's our runway at current burn?"
04

Act

Stay informed about what matters. Ask CentSight about cash flow, vendor costs, or expenses — and get clear answers so you can act with confidence.

  • Cash flow visibility on demand
  • Vendor spend clarity
  • Expense questions answered instantly
  • Alerts when something needs attention

Features

Everything you need, nothing you don't.

Real-Time Dashboards

Live financial position updated continuously across all connected accounts.

Conversational AI

Ask questions in plain English and get instant, data-backed answers.

Proactive Alerts

Stay informed when something in your finances needs attention.

Vendor Spend Visibility

Curious about vendor costs? Ask CentSight for a clear breakdown.

Expense Review

Ask CentSight to review your recent charges and flag anything that looks unusual.

Bank-Grade Security

256-bit AES encryption, TLS 1.3, and read-only access to keep your data safe.

What used to take hours now takes seconds.

Before CentSight
  • Pull reports from QuickBooks manually
  • Export to spreadsheet, build pivot tables
  • Email bookkeeper for clarification
  • Wait 2-3 days for updated P&L
  • Discover cash gap after payroll bounces
With CentSight
  • Real-time dashboard — always current
  • Type: "What's our cash position?" — instant answer
  • AI categorizes and reconciles automatically
  • Anomaly alerts before problems escalate
  • Understand where your cash stands before payroll

Ready to try it?

Join the waitlist and be among the first to experience financial clarity.

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