Role-Based Dashboards

Every Role Gets Its Own Command Center

Ajax Nova doesn't give everyone the same view. Each finance role gets a purpose-built dashboard — scoped to their data, their KPIs, and their decisions. No noise. No missing context.

CFO

Chief Financial Officer

A real-time command center for capital allocation, P&L oversight, and board-ready reporting. The CFO dashboard surfaces the metrics that matter — with AI-drafted commentary ready to review.

What this dashboard does

  • AI-drafted board commentary
  • P&L variance analysis
  • Capital allocation signals
  • Forecast vs actuals tracking
See the CFO demo
Ajax Nova — CFO Dashboard

Revenue

$4.2M

+12%

Burn Rate

$890K

-8%

Runway

18 mo

Stable

Activity TrendLast 6 periods

Agent Alerts

Q3 board pack drafted — 3 items need sign-off

EBITDA margin 2.1% below forecast — root cause identified

All Finance Roles, Covered

Click any role to explore its dashboard in detail

How Role Scoping Works

Each dashboard is not just a filtered view — it's a purpose-built agent configuration scoped to that role's data, permissions, and decision authority.

01

Role Assignment

Each user is assigned a finance role. The system loads the agent configuration, data permissions, and KPI set for that role.

02

Scoped Data Access

Agents only pull data the role is authorized to see. A Treasury agent never touches Compliance data — and vice versa.

03

Agent Loop Runs

The AI Engine processes role-specific data through the agent loop — reasoning, tool calls, rules validation — and surfaces results.

04

Dashboard Updates

KPIs, alerts, and AI-drafted outputs land in the role's dashboard. Exceptions route to the right approver automatically.

See Your Role's Dashboard

Book a guided demo scoped to your specific finance role — we'll show you exactly what your team would see on day one.