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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
QuickBooks’ native dashboard lacks real-time runway visualization and requires manual report generation every time you need current cash position data. Your startup needs continuous visibility into financial health, not static snapshots.
Here’s how to transform your QuickBooks bank data into a live financial dashboard that updates automatically throughout the day.
Connect live bank balances to create an automated runway dashboard using Coefficient
Coefficient transforms static QuickBooks bank data into a continuously updated spreadsheet dashboard. This eliminates the lag between actual cash position and runway visibility that manual QuickBooks reporting creates.
How to make it work
Step 1. Connect multiple bank account data sources.
Import QuickBooks Account data using the “From Objects & Fields” method to pull current balances from all bank accounts. This provides more granular control than standard reports and lets you focus on specific account types like checking, savings, and money market accounts.
Step 2. Apply custom filtering for accurate cash position.
Use Coefficient’s AND/OR logic filtering system to exclude restricted funds and focus only on available cash. Filter by account types and status to ensure your dashboard shows true operational cash position.
Step 3. Configure hourly automated refreshes.
Set up hourly data refreshes to keep bank balance data current throughout the trading day. This provides real-time cash position visibility that updates automatically as transactions clear.
Step 4. Build visual dashboard components.
Create charts and KPI displays that automatically update with each refresh, showing total available cash across all accounts, daily cash burn calculations, projected runway timeline, and cash flow trends. Use conditional formatting to highlight critical runway thresholds.
Step 5. Add multi-company support if needed.
If you manage multiple entities, Coefficient supports multi-company QuickBooks connections within a single dashboard, giving you consolidated runway visibility across your entire business structure.
Monitor your financial position continuously
Real-time runway dashboards give startup founders continuous insight into their financial position for better decision-making. Build your automated financial dashboard and eliminate manual reporting delays.
