Build custom accounting dashboards in minutes—no IT required.
Non-finance team members in enterprises waste time waiting for IT help to access key metrics due to non-customizable dashboards in accounting tools.
MetricPeek connects directly to your QuickBooks or Xero account via secure API, letting non-finance teams drag-and-drop widgets for key metrics like revenue, expenses, and sales pipelines. Customize views instantly without coding or waiting for IT approvals. Share live dashboards with your team for real-time insights.
Non-finance team members (sales, operations, marketing) in large enterprises using accounting software
One-click API integrations tailored for QuickBooks/Xero with pre-built widgets for enterprise non-finance KPIs, skipping complex setup.
friendly
Connect QuickBooks or Xero accounts securely with OAuth.
Visual editor to add, resize, and configure metric widgets.
Auto-refresh dashboards every 5-60 minutes.
Generate shareable links with view-only access.
Role-based access for org members.
Sales, ops, marketing specific dashboard starters.
Download snapshots of dashboards.
Email notifications for metric thresholds.
Optimized views for phone/tablet.
Date ranges, segments beyond basics.
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| text | No | |
| org_id | uuid | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| name | text | No |
| stripe_customer_id | text | Yes |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| provider | text | No |
| access_token | text | No |
| last_synced | timestamp | Yes |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| org_id | uuid | No |
| name | text | No |
| config | jsonb | No |
| is_public | bool | No |
Relationships:
/api/integrations/connectInitiate OAuth for accounting software
/api/dashboardsCreate new dashboard
/api/dashboards/:idFetch dashboard data and render
/api/metrics/:providerProxy metrics from integrated accounting API
1 org member
10 org members
Unlimited
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 150 | 3% | $158 | $1,896 |
| Month 6 | 800 | 7% | $1,960 | $23,520 |
Non-finance teams: Build and share custom QuickBooks/Xero dashboards in minutes.
Post in r/QuickBooks, r/Xero, and LinkedIn groups for enterprise sales/marketing leads sharing IT dashboard pains; offer free lifetime Pro access for case studies and referrals; DM 50 targeted LinkedIn users from large enterprises using accounting tools.
Many integrations
Complex setup requires tech skills
Tailored no-code for accounting, faster onboarding
TV dashboards
Limited accounting depth
Pre-built enterprise KPI widgets
Proprietary widget library from accounting API schemas + user-saved templates network effect
Accounting APIs like QuickBooks Online maturing, hybrid teams demand self-serve data amid economic scrutiny on metrics.
API rate limits or changes
Caching layer + multiple provider support
Low adoption if pain understated
Pre-launch interviews
Solo dev delays
Strict timeline scoping
Success: 80% confirm pain and WOY $35/mo
Success: 70% retention week 2
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