FP&A Platform
Your forecast, kept current and compared to actuals.
Forecast-focused software for brands that want a real financial model without a full-time finance team: scenarios, version comparison, and forecast vs. actuals, with a CFO setting it up.
Best for: Brands with a forecast or model that goes stale between updates, or no model yet.
What's included
- Upload your financials or existing model; AI maps it to a clean chart of accounts
- QuickBooks Online and Shopify connections
- Three-statement forecast with scenarios and saved versions
- Forecast vs. actuals variance by month
- Side-by-side comparison of model versions
- 13-week cash forecast
- AI analyst you can ask questions about your numbers
- Excel and PDF exports
- Onboarding session with a CFO
Scope that flexes with you
Scope flexes up and down. Add a debt raise, pause the monthly review in a quiet quarter, or step down from full management once your systems are running. Change tiers any month without re-onboarding: your data and platform stay the same.
Questions
Do I have to stop using Excel?
No. Upload your existing model to start, and export to Excel or PDF whenever you need to share or keep working in a spreadsheet.
What does the $250 setup cover?
Connecting your accounting and sales data, mapping your chart of accounts, and an onboarding session with a CFO. It is waived when you commit to three months.
See the product on the platform page or browse the KPI library.
Other ways to work together
Ready to Get Control of Your Finances?
Get a complimentary financial review and discover opportunities to accelerate your growth.