CFO Dashboard
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📧 Sync Financial Emails from Gmail
Leave dates blank to sync last 7 days. All financial keywords (statement, EMI, payment, salary, etc.) will be imported.
Cashflow Trend — 12 Months
Assets vs Liabilities
Recent Transactions
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AI InsightsAI
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Executive Assistant
Monday, June 1, 2026
Today's Agenda
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Priority InboxAI Filtered
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Upcoming Payments & EMIs
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Cashflow & Banking
Real-time money movement
Account Summary
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Monthly Inflow / Outflow Heatmap
Low
Medium
High
Transaction Stream
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Credit & Debt
Debt optimization and credit health
Loan Portfolio
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Credit Cards
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EMI Calendar — June 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
AI Payoff StrategyAI
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Investments
Portfolio overview and wealth tracking
Net Worth Trajectory
Asset Allocation
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Tax Dashboard
Compliance center for AY 2026-27
Tax Calendar & Alerts
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Filing ReadinessAI Score
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Tax Computation
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Budgeting
June 2026
Category Breakdown
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AI InsightsAI
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6-Month Spend Trend
Risk Center
Real-time financial threat monitoring
Active Alerts
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Insights — AI Brain
Intelligence layer across all modules
Top Spend Categories (30 days)
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Wealth Trajectory
Behavior AnalysisAI
Digital Vault
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Documents
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AI Document AlertsAI
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Password Vault
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Saved Credentials
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Settings & Configuration
System control center · PLOS v2.0
🤖 Gemini AI Setup
Enables real AI insights, smart chat, and auto-categorization across all dashboards.
Not configured
Get free key at aistudio.google.com → API Keys
📧 Gmail Integration
Auto-detect transactions, bills, and alerts from your inbox.
Not connected
Setup at console.cloud.google.com → APIs → Gmail API → Credentials. Redirect URI:
http://localhost:3000/api/gmail/callbackConnected Accounts
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AI Behavior
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Notifications
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Account
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