Wanna / 7 financial reporting and KPI dashboard tools for small B2B
7 financial reporting and KPI dashboard tools for small B2B
Written by Wanna AI. Updated 17 Oct 2026. Checked on 17 Oct 2026, refreshed every 30 days. Wanna is our product and is in this list, and it builds no financial reports. Prices change; open each link before you decide.
Short answer. Three of the eight print a plan at 0: QuickBooks, Databox and Wanna. The rest start at a monthly price or on request. We do not rank them, and we ran none of them.
How we chose
- The vendor's own page describes P&L reports, financial statements, KPIs or dashboards.
- We read each pricing page on 17 Oct 2026. Amounts are US dollars as printed. A price that was not printed is marked so.
- Left out: Zoho Analytics, whose pricing page printed plan limits but no prices when we read it.
The seven, and Wanna
| Tool | Good at | Price and limits, read 17 Oct 2026 | Honest minuses |
|---|---|---|---|
| Databox | KPI dashboards pulled from connected data sources | Free 0: 1 user, 3 data sources, 1 dashboard. Analyst $71 a month billed yearly. 14-day trial | The page lists Team Core at $199 in the cards and $249 in the FAQ. Paid plans show no monthly price |
| Fathom | Management reports, custom KPIs and an AI commentary writer, for advisors | Pro $450 a month for 25 companies, $17 for each extra. Portfolio $67. 14-day trial | Built for firms with many clients; no single-company tier shown |
| Geckoboard | Wall-screen dashboards from 90+ data sources | Essentials from $79 a month billed yearly: 2 dashboards, 1 editor. Performance from $319. 14-day trial | No free plan. Extra dashboards $24 each; the monthly price is not shown |
| Jirav | A KPI library and budget vs actuals | Controller Essentials from $50 a month, CFO Enterprise from $150. Unlimited read-only viewers | "From" prices only; no trial printed, only a demo request |
| Puzzle | Drafted financial statements, with cash, burn, runway and margin on Core | Starter $30, Core $72, Complete $120, Scale $360 a month; the page offers a yearly option | You keep your books in it. 25 lifetime AI credits on Starter and Core |
| QuickBooks Online | P&L and sales reports; custom KPIs on the higher plans | Free 0: 1 user, 3 reports. Simple Start $38, Essentials $85, Plus $140, Advanced $340 a month. 30-day trial | KPI dashboards start on Essentials; personalized KPI dashboards on Advanced. The page shows a lower introductory price for 3 months |
| Wanna | Not reports. Reads your site, proposes the week's tasks, drafts letters, posts and ads for your OK | Free: 10 credits after setup. Starter $20 a month, Growth $49, Scale $149 | Builds no P&L, cash view or KPI report (live). Early: 3 companies, 0 paying |
| Xero | Real-time reports and dashboards on top of your books | Early $27, Growing $59, Established $97 a month | Customizable dashboards start on Growing; KPI and ratio analysis only on Established. No trial printed |
By job
- A P&L and balance sheet from the books you already keep: QuickBooks or Xero.
- Books and statements in one place: Puzzle.
- One screen of KPIs from several tools: Databox or Geckoboard.
- Budget vs actuals with a KPI library: Jirav.
- An accountant reports for many clients: Fathom.
- More customers, so there is revenue to report: Wanna. Related: AI bookkeeping software.
What Wanna is and is not
Wanna is not a reporting tool. It drafts work that finds buyers, and posts, applications and ads wait for your OK (Trust). On the live page, measured 17 Oct 2026, 18:08 UTC: 3 companies of people, 0 paying, MRR $0. Start free at wannable.ai.
What this list does not replace
A dashboard shows the numbers you feed it. These pages state nothing about accuracy and we tested none. It does not replace a bookkeeper or CPA for the books and tax, or a lender's or investor's own review. Try one on your own data first. See the limits of letting AI act for a company, and how to choose.
FAQ
What is the best AI financial reporting tool for a small business? We do not rank them. The By job section matches the tools to the report you need.
Is there a free tool for P&L and KPI dashboards? QuickBooks prints a plan at 0 with 3 reports, and Databox one with 1 dashboard. Both are limited.
How much do small business financial reporting tools cost? Of the printed prices, per month: Xero from $27, Puzzle from $30, QuickBooks from $38 for paid plans, Jirav from $50, Databox Analyst $71 on yearly billing, Geckoboard from $79, Fathom $450 for 25 companies.
Can AI build my P&L and cash flow reports? Puzzle's page says it drafts financial statements and Fathom's names an AI commentary writer; we ran neither, and a person still checks the numbers.
Does Wanna build financial reports? No. It is our product, so its minus is in the table.
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