Finance reports that just make sense

Solve finance and accounting challenges from a data-analytics perspective. Coupler.io removes manual copy-paste routine from your daily operations.

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Grow your business with data-backed decisions

Manage budgets icon

Manage budgets

Collect data from Stripe, Xero or QuickBooks to ensure you are budgeting with accuracy and ease

Build projections icon

Build projections

Create accurate, data-backed forecasts ensuring low-risk decisions and business growth

Track P&L icon

Track P&L

Automate high-level overview of the revenues, expenses, and net profits of a business

Impress your clients icon

Impress your clients

Use our dashboard templates to showcase automated reporting

Standardise procedures icon

Standardise procedures

Create a single source of truth with automated dashboards powered by Coupler.io

Increase accuracy icon

Increase accuracy

Eliminate the human-error factor from your daily financial operations by automating data collection

Your collegues will think you’re a genius!

It was a win-win for everyone. Our clients were thrilled to have their numbers at their fingertips, any time of day or night, without having to consult QuickBooks or their bookkeeper. Our company freed up plenty of resources, improved the customer lifetime value, and found a way to stand out among other competing services.

Cheryl Lanahan image
Cheryl Lanahan
Founder of PlumbBooks
Cheryl Lanahan image

Connect your data sources in minutes

Collect and blend data from all the apps you use with numerous available integrations. Load it into a familiar interface to get a holistic picture of your business.

Showcase automations with our dashboard templates

Facebook Ads & Brand Awareness Dashboard image
Facebook Ads & Brand Awareness Dashboard

Understand how your Facebook or Instagram Ads campaigns impact brand awareness. Find a correlation between paid impressions and branded searches in Google. Check country by country with 2 simple charts to find where your Ad spend impacts the most.

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PPC multi-channel dashboard for Google Sheets image
PPC multi-channel dashboard for Google Sheets

Use a PPC dashboard designed for Google Sheets to track the performance of your campaigns across multiple advertising platforms.

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PPC multi-channel dashboard image
PPC multi-channel dashboard

Get a comprehensive PPC reporting tool to track the performance of your campaigns launched at multiple advertising platforms.

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Google Ads dashboard image
Google Ads dashboard

Get a detailed overview of the performance of your Google ads advertising campaigns to achieve your marketing goals better.

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Facebook Ads dashboard image
Facebook Ads dashboard

Effectively manage and optimize your Facebook advertising campaigns, reaching your target audience in a data-driven way.

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PPC multi-channel dashboard for Power BI image
PPC multi-channel dashboard for Power BI

Utilize a Power BI PPC dashboard for tracking and analyzing your advertising campaigns across multiple platforms.

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Web Analytics dashboard image
Web Analytics dashboard

Use the insights based on the data from GA4 to monitor your website traffic and discover which pages resonate most with your audience.

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SEO Dashboard for Google Search Console

Optimize SEO with Looker Studio's dashboard for Google Search Console. Track page rankings, CTRs, and organic traffic efficiently.

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Time tracking dashboard for Harvest image
Time tracking dashboard for Harvest

Derive insights into how you can optimize your teams’ time efficiency with a ready-to-go analytics dashboard connected to Harvest.

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Time tracking dashboard for Clockify image
Time tracking dashboard for Clockify

Use a powerful Clockify analytics dashboard that provides insights into how you can increase the time efficiency of your teams.

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Google Calendar dashboard image
Google Calendar dashboard

Use the Google Calendar dashboard to analyze your meeting-related information and derive time insights

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Shopify dashboard image
Shopify dashboard

Access the performance of your Shopify ecommerce store and uncover critical insights into how to manage your orders effectively and increase revenue.

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Revenue dashboard for QuickBooks image
Revenue dashboard for QuickBooks

Get an overview of your revenue based on the data from QuickBooks and unlock in-depth insights to drive informed business decisions.

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CRM dashboard for Salesforce image
CRM dashboard for Salesforce

Monitor your Salesforce sales efforts with an overview of your opportunities, accounts, and campaigns. Track the key metrics, check how the team performs, and understand what drives your revenues.

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CRM dashboard for HubSpot image
CRM dashboard for HubSpot

Get a complete understanding of your HubSpot sales and dive deeper into open and closed deals. Track the team performance, see how sales shape up over time, and analyze what drives your results.

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CRM dashboard for Pipedrive image
CRM dashboard for Pipedrive

Analyze the key metrics of your sales department, drill down into particular deals, find the top performers, and stay on top of your Pipedrive sales.

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Salesforce dashboard image
Salesforce dashboard

Get a comprehensive overview of your revenue, monitor the status of your deals, and derive other insights with the help of a Salesforce sales dashboard.

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Calendly event dashboard image
Calendly event dashboard

Analyze events booked in Calendly to identify the most popular time slots and optimize your scheduling process. Align your calendar with demand to increase the performance of your team and processes.

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LinkedIn Ads dashboard image
LinkedIn Ads dashboard

Get a data-based perspective to make decisions for optimizing your LinkedIn Ads advertising campaigns and improving their performance.

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YouTube dashboard image
YouTube dashboard

Get insights into how viewers discover and interact with your videos, track content performance, key metrics, and define your YouTube strategy.

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Sales KPI dashboard for Pipedrive image
Sales KPI dashboard for Pipedrive

Analyze the critical sales metrics and key performance indicators from Pipedrive, including deal details, revenue, and pipeline health, to make strategic decisions.

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Sales KPI dashboard for HubSpot image
Sales KPI dashboard for HubSpot

Get an overview of the HubSpot sales metrics and KPIs to see how many deals are won or lost, how much revenue you generate, and derive other insights into pipeline health.

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The requested dashboard is not in our gallery. Contact us for a customized solution.

We’re proud of our customers’ feedback

Google Workspace Marketplace
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4.8 out of 5

G2
star star star star star

4.9 out of 5

Capterra
star star star star star

4.9 out of 5

HubSpot
star star star star star

4.6 out of 5

So useful! Saves me $400/mo and a lot of headache! It is giving me greater insight into my financials and paid ad data without any extra work.

Devyn G.,  Marketing consultant
g2
star star star star star

4.9/5

Helped solve data processing issues, and customer service is 10/10. It is extremely easy to use, and allows us to extract data from multiple sources.

Luke A.,  Account Executive in Advertising
capterra
star star star star star

4.9/5