Streamline Small Business Finances with AgentUI Automation
Deploy the Small Business Management Dashboard to track revenue, expenses, and customer growth with no-code forms, visual analytics, and exportable reports—all in AgentUI.
Manual tracking stalls growth and drains time
Spreadsheets, ad‑hoc forms, and manual reporting make it hard for small business owners to see the big picture. Without business process automation, errors creep in and decisions slow down.
Disconnected spreadsheets and inconsistent data entry
Slow month-end close and error-prone reconciliations
No single source of truth for revenue, expenses, and customers
Limited visibility into trends and cash flow health
Reports take hours to prepare and share
A ready-to-run AI agent blueprint inside AgentUI
The Small Business Management Dashboard is a WORKFLOW blueprint by Nessim Btesh. It runs 100% inside AgentUI—no integrations required—to centralize data entry, visualize KPIs, and export detailed reports. Built on AgentUI’s automation platform, it delivers reliable workflow automation and no-code automation for small business operations.
Features that drive outcomes
Interactive No‑Code Forms
Capture revenue, expenses, and customer data quickly with guided, no-code workflow automation designed for small teams.
Visual Charts & KPIs
Analyze trends across cash flow, categories, and customer growth using business automation tools for real-time insight.
Multi‑Step Workflow
Standardize data capture, validation, and reporting as a single workflow inside AgentUI for consistent, repeatable results.
Exportable Reports
Generate detailed CSV/PDF reports to share with your accountant, investors, or team—one-click exports from the dashboard.
Smart Filters & Segmentation
Drill down by date, category, or customer to answer financial questions fast without leaving the automation platform.
Zero‑Integration Setup
Start faster with Integration Types: None. Deploy the AI agent blueprint without external connections or custom code.
Business benefits
Get a real-time, 360° view of revenue, expenses, and customer growth
Close the books faster with standardized workflows
Reduce manual errors and rework across your data
Save 5–10 hours per week on reporting and analysis
Make confident, data-driven decisions with clear KPIs
Scale processes easily with pre-built automation solutions
Practical use cases
Month-End Close
Collect expenses, reconcile revenue entries, and export a summary report to speed up closing activities.
Customer Growth Tracking
Log new customers, monitor churn, and visualize net growth to guide marketing and retention.
Budget vs. Actuals
Compare planned spend vs. real expenses, then adjust categories to stay on target.
Cash Flow Monitoring
Track inflows/outflows daily and flag categories that trend above budget.
Stakeholder Reporting
Produce investor or board-ready PDFs with key financial and customer metrics in minutes.