The forecast stays current
Actuals, pipeline, headcount, and cash drivers flow in continuously. The number you quote on Tuesday is the forecast, not last month's model.
For CFOs & heads of finance
Current numbers, scenario options, and a board-ready package from one connected finance platform. Your team reviews and approves everything before leadership sees it.
The CFO seat
Actuals, pipeline, headcount, and cash drivers flow in continuously. The number you quote on Tuesday is the forecast, not last month's model.
Misses come with the operational reason attached: deals that slipped, hiring that moved, churn that changed, spelled out beside the accounting line.
Report, narrative, and deck draft from the same reviewed context. You edit the story, not the plumbing.
Cash, at a glance
Cash position, burn, runway, and intra-month pressure stay current and labeled with their basis. One look answers the question you'd otherwise route through the team.
This month in one line: cash is getting safer. Burn is down 4%, collections held, and the trough stayed clear of payroll.
“Is cash getting safer or tighter?”
“What changed in runway this month?”
“Show downside if hiring slips by two months.”
Ask before you're asked
Every answer comes from the same current context: cash position, burn, runway, scenarios, each labeled with its basis and freshness. No "let me get back to you," and no side spreadsheet to reconcile later.
Control
Suggested forecast updates, explanations, and drafts wait in your review queue until you approve them. Approving each one is a deliberate step.
Click any number in the report or deck to trace it to the statement cell or driver behind it. Your controller will check, and it will hold.
Even quick answers in Teams come from the same approved context. Leadership never gets an off-the-record number.
Book a demo with one reporting cycle's data. We'll show you the package your team would have shipped.