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FINANCIAL INSIGHTS

Understand your finances and make smarter business decisions.

Analyze financial performance, discover important trends, and transform financial data into actionable business insights.

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Financial intelligence workspace

Revenue and cost overview

Monitoring
RVRevenuesource
COCostsconnected
PLPlanningdestination
Signals trendFinancial patterns in view
EarlierCurrent view
Opportunity indicator

Revenue is holding steady while one cost category is trending above its recent baseline.

Financial visualization

See the financial signals behind performance.

Switch between illustrative revenue, cost, comparison, and forecasting views to understand the context behind each financial signal.

Revenue trends

See how illustrative revenue signals change over time.

Trend identified

Illustrative view · 30 days

Financial intelligence at a glance

Make financial context easier to see.

Bring financial signals, revenue visibility, continuous analysis, and opportunities into one structured view.

FINANCIAL SIGNALS200+Important financial patterns identified
REVENUE TRACKING360°Complete financial visibility
ANALYSISREAL-TIMEContinuous financial monitoring
OPPORTUNITIES80+Optimization opportunities discovered

Financial signals

Find the patterns inside financial data.

Explore revenue trends, cost opportunities, financial patterns, and forecast signals before deciding where to focus next.

Compare recent revenue movement with the selected timeframe to understand whether a change deserves further financial review.

From financial insight to action

Turn financial patterns into better decisions.

Financial Insights connects findings to recommendations so teams can move from performance context to a practical business improvement.

  1. Finding

    Financial data reveals opportunities for improvement.

    Connect revenue, cost, and performance signals to see where attention may be needed next.

  2. Idea

    Analyze revenue, costs, and trends to prioritize decisions.

    Use financial context and trend direction to focus the right planning conversation.

  3. Action

    Improve financial outcomes through connected intelligence.

    Turn a clearer financial view into a defined next step for the teams managing business performance.

Financial breakdown

Understand every part of financial performance.

Filter by Revenue, Costs, Profitability, or Growth to review illustrative metrics, trends, and insights in context.

Revenue

Illustrative revenue metrics, trends, and insights in one view.

Metric76
Trend+10%
InsightPositive

A clearer financial view

Replace delayed financial reporting with connected intelligence.

Move from manually assembled updates to a connected view that helps teams understand trends and make better planning decisions.

Focus view
Traditional

Review financials after the period closes.

Teams assemble reports manually, wait for updates, and make planning decisions with limited visibility into the patterns behind performance.

  • Manual financial reporting
  • Delayed analysis
  • Limited forecasting
exenra

Bring financial intelligence into planning.

Connected financial context makes it easier to understand trends, compare options, and make better planning decisions.

  • Connected financial intelligence
  • Real-time analysis
  • Better planning decisions

Simple, transparent pricing

Choose the plan that fits the way your team works.

Start with the essentials and scale your automation as your business grows.

Prices shown in USD
SELECTED PLAN

Base CRM Plan

Complete CRM, automation, attribution and team collaboration for growing businesses.

$20per month
5 team members
5,000 AI tokens
Real-time dashboard & KPI analytics
Lead management hub & visual pipeline
Shopify web pixel & UTM attribution tracking
Multi-step funnel builder & web forms
Facebook Lead Ads & Instagram DM sync
Automated workflow engine & webhooks
Custom fields, tags & contact segmentation
Task management, activity logs & reminders
Customer data export & import (CSV / JSON)
Standard team collaboration & access controls
Choose Base CRMComplete CRM, automation and team collaboration in one workspace.
exenra PLANS
Need help choosing?
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Bring your teams, workflows, insights, and business processes together with exenra.

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