Parker Intelligence
Real-time financial visibility across spend, banking, payables, and revenue — connected automatically. No exports, no lag, no spreadsheet archaeology.
Intelligence — Real-Time P&L & Cash Flow Dashboard
The core idea
Most finance teams stitch together exports from five different tools to build a picture of yesterday. Parker Intelligence connects your card data, banking activity, bill pay, and accounting in real time — so your team always knows where you stand.
Real-time P&L — live profit and loss updated as every transaction clears
LTV/CAC dashboards — marketing efficiency visible alongside spend and revenue
90-day cash flow forecasting — see what’s coming before it hits your bank account
AI categorization — every transaction mapped to your chart of accounts automatically
Intelligence — Overview Dashboard showing real-time P&L, LTV/CAC, cash flow forecast, and spend summary
Spend analytics
Transaction-level visibility across every card and team — without waiting for month-end exports.
Per-Card Spend View
Every virtual or physical card reported individually. See spend by employee, team, or vendor in real time.
AI Categorization
Transactions auto-mapped to your chart of accounts. Spend lands in the right bucket without manual review.
Anomaly Alert
Flag unusual spend before it hits the statement. Set rules once and get alerted automatically.
Cash flow
Know your runway before your bank balance catches you off guard. Parker connects inflows and outflows into a single forward-looking view.
Revenue Signal Chart
Inflows tracked in real time from banking activity. Know what’s clearing and when.
Payables vs Cash
Upcoming bills plotted against incoming cash. See the gaps before they become problems.
Payment Timeline
Daily, Net 60, and Net 90 card obligations mapped forward. Payment deadlines never sneak up on you.
Runway Meter
How long you can operate at current burn — updated automatically as conditions change.
Business dashboards
Pre-built dashboards for the metrics that matter most to growth companies. No manual entry. No analyst required.
Live P&L View
Revenue vs. operating spend, updated continuously. Know your margin at any point in time — not just at month-end.
LTV / CAC Dashboard
Marketing efficiency tied directly to spend and revenue data. Justify every acquisition dollar with real numbers.
Channel Margin Breakdown
Break down profitability by acquisition source. Know which channels are worth scaling — and which aren’t.
Integrations
Parker maps every transaction to your chart of accounts automatically — so close is faster and your books stay clean all month.
Auto-Categorization Flow
AI matches spend to GL codes based on merchant, category, and your existing patterns. No manual tagging.
Receipt Capture UI
Attach receipts at swipe, not at close. Cardholders submit from their phone right when it happens.
QuickBooks Sync
One-click push to your accounting system. Transactions land clean, coded, and ready to reconcile.
Audit Trail Log
Every transaction, approval, and policy exception logged and exportable. Nothing falls through the cracks.
Control
Set rules once. Get notified in real time. Finance stays in control without becoming the bottleneck.
Budget Alert
Notify managers the moment spend approaches limits — before the overage happens.
Approval Flow
Route large or out-of-policy purchases for pre-approval. Move fast with guardrails.
Policy Engine
Block restricted merchant categories automatically. No manual policing required.
Real-Time Alert
Push alerts to Slack or email when rules are triggered. Finance always knows first.
Get real-time financial visibility across every dollar your business spends and earns.