The business command center

Your dashboard says one thing. Your bank says another.

KeyMetriq plugs a tentacle into every tool you already use, then does what dashboards never do: it reconciles. One profile per customer. Revenue verified against your bank. Every receipt matched to its transaction. Clarity, from first click to bank statement.

Connects the tools you already have. No migration, no new workflow.

Website Cart Email platform Helpdesk Courses & community Your bank File storage Team chat $48,210 this month matches your bank ✓

KeyMetriq grows a new arm for every tool you use.

The nightly ritual

It is 11:47 pm and the numbers still do not agree.

You have the tabs open right now: Stripe, the shop, the email platform, a bank PDF, and a spreadsheet named final_v3. Every tool shows a number. No two of them match.

dashboard.stripe.com

Counted twice

Stripe says 1,204 customers. Your email tool says 1,377. Around 200 of them are the same people under different emails.

1,204 customers1,377 subscribers
app.your-dashboard.com

The chart your bank contradicts

The dashboard shows $52,000. The bank received $48,210. Refunds, disputes and fees quietly ate the difference.

$52,000 on the chart$48,210 in the bank
final_v3.xlsx

The receipt pile

37 expenses this month, 9 with no document attached, and an accountant asking about every single one of them.

9 missing receipts

It is not you. Nobody ever checked the data.
KeyMetriq is the command center that reconciles instead of just displaying.

What the tentacles bring home

Plug in once. Get one truth.

Identity resolution

One person, one record

The same buyer on Stripe, your shop, your email list and your community becomes one contact with their full purchase and interaction history. Duplicates merge automatically, so 1,204 customers means 1,204 people.

A amy.parker@gmail.com Stripe
A Amy P. Shop
A amy@parker.studio Newsletter
A
Amy Parker
3 purchases · member since 2024 · opens everything you send
1 contact

Finance hub

Money that matches the bank

Forward a receipt by email or snap a photo. AI reads it and pairs it with the exact bank transaction, across currencies, cards and split payments. When the month closes, your accountant gets one tidy package instead of a shoebox.

Adobe invoice, forwarded by email $65.49
Business card payment, Jul 4 -$65.49
Matched and filed ✓

Analytics

Click any number, see the proof

Every chart drills down to the exact customers and orders behind it, measured from your real sales data. Nothing is a black box, and no number asks for a leap of faith.

Course revenue · June
$12,430
Launch Your Studio (38 orders)$7,220
Pricing Workshop (21 orders)$3,150
Template Pack (41 orders)$2,060

Use cases

Run a small business like a big company.

Big companies buy clarity with headcount: analysts, RevOps, a finance team, a support desk with full context. KeyMetriq gives your small team the same clarity, without the org chart.

Owners & founders

See the whole board

  • Revenue verified against your bank, refunds included
  • A role-based dashboard that already knows, the moment you log in
  • Ask the assistant anything about your money, in plain language
  • Drill any number down to the orders behind it

Marketing

Prove what actually works

  • Campaigns measured in revenue, not opens; every send tracked to the sale
  • AI reviews your emails before they go out
  • Links and website traffic followed from first click to checkout
  • Video play progress per contact on Vimeo, YouTube and Wistia
  • Lead projects and monitor progress, with Slack updates

Customer support

The whole customer on one screen

  • Help Scout plugs in; tickets meet the full customer record
  • Every purchase, refund, subscription and email in one timeline
  • Refund and invoice questions answered from real payment data
  • No duplicates, and no "let me check three tabs"

Finance & accounting

Month end without the shoebox

  • Receipts read by AI and matched to bank transactions
  • One tidy, ready-to-file package for your accountant
  • Multi-currency, credit cards and split payments handled
  • Refunds, disputes and fees accounted for, to the cent

Operations & team

Everyone sees their part

  • Projects, tasks and launch countdowns next to live business data
  • Time logging, time off and role-based permissions
  • An AI observer flags what needs attention
  • Payroll payments matched to team members automatically

Coaches & course creators

Know exactly where every student is

  • Community, programs and cohorts in the same place as revenue
  • Who watched which lesson, and how far they got
  • Members, buyers and subscribers stitched into one profile
  • A searchable knowledge base built from your call recordings

On the full site, each of these becomes its own deep-dive page under Use cases in the menu.

The morning view

One screen that already knows

No exports, no copy-paste, no tab rotation. By the time you sit down, the tentacles have already done the rounds.

app.keymetriq.com/dashboard
Revenue this month
$48,210
↑ 12.4% vs June · matches bank ✓
New customers
312
↑ 8.1% vs June · deduplicated
Outstanding invoices
$3,150
3 open · oldest 12 days
Expenses matched
34 of 37
Revenue, last 12 months
Verified against bank statements
60K 40K 20K 0 Aug Nov Feb May Jul $48.2K
·

Reconciliation

Adobe receipt $65.49 matched to business card payment
Merged duplicates: amy.parker@gmail.com (Stripe) + Amy P. (Shop)
Stripe payout $1,284.00 verified against bank statement
!Hosting payment $49.00 is still missing its invoice
Refund $99.00 deducted from July revenue

Live widgets by role: the owner sees cash flow and revenue, your assistant sees their tasks and hours.

The assistant

Stop digging. Just ask.

It answers from your live, reconciled data. Which is the only reason an AI answer about your money is worth acting on.

Who has not paid me yet?
3 invoices are outstanding, $3,150 in total. Oldest: Horizon Studio, $1,800, 12 days overdue. Want me to draft a reminder?
What did we spend on software in June?
$412 across 9 subscriptions, 4 percent less than May. Two annual renewals land next month; I can list them if you want.

How it works

Three steps. One of them is yours.

01

Plug in your tentacles

Connect Stripe, your shop, your email tool, your community, your bank. Once. Syncing is set-and-forget, and you get an alert if a connection ever breaks.

02

KeyMetriq reconciles

Duplicates merge into one contact. Receipts find their bank transactions. Revenue is verified against what actually landed in your account, refunds included.

03

You decide

Dashboards, drill-downs and an assistant that answers in plain language, all built on numbers that are actually true. This is the part that was supposed to be your job.

Integrations

Every tentacle finds its socket.

Payments, e-commerce, email, community, banking, video, support and project tools. If you sell online, KeyMetriq probably already speaks to your stack.

Stripe PayPal SamCart Paddle WooCommerce Gumroad soon ActiveCampaign Kit GoHighLevel Kajabi Mighty Networks Slack Zoom ClickUp Dropbox Revolut Business Bank statements (PDF) YouTube Vimeo Wistia Help Scout WordPress and more on the way

Early access

Stop reading numbers you have to double-check.

Connect the tools you already use. No migration, no new workflow. Just clarity: one reconciled truth, and your evenings back.

Matches your bank ✓ Every receipt filed ✓ One profile per person ✓

Pricing will be announced soon. Early access members lock in launch terms.