Financial Dashboard – The financial dashboard allows you to offer CFO services with ease and grades a business’s financial performance and shows you what the business needs to improve.
- High level dashboard to see how a business is doing in real time.
- Easy to understand and update charts and graphs at any time.
Financial Forecast – Build a financial model in minutes using AI powered projections with customizable inputs to compare performance versus forecast.
- Group any of your revenue, COGS or expense accounts to create your forecast anyway that you want.
- Adjust your account groupings as often as you want, in real-time.
Cash Flow Forecast - Machine learning takes the data from your P&L, balance sheet, and cash flow to give you real-time weekly and monthly cash flow forecasts.
- Our software learns the unique cash timing behavior in a business to forecast cash flow with unmatched accuracy.
- Adjust upcoming and overdue invoices and bills with a click to see the impact on your cash forecast.
Key Performance Indicators - Easily build your own custom metrics using financial and non financial data to get a complete picture of any business.
- Analyze custom metric dashboards going back up to 3 years.
- Invite unlimited users to foster complete collaboration with your client, internal team, investors, and shareholders.
Assumptions & Inputs - In a few clicks, make decisions to help clients grow their business based on data, not just gut instinct.
- Model all of your financial and non-financial variables in one place in a matter of a couple clicks.
- See all of your revenue and expense assumptions at one glance.