Finla for QuickBooks

When QuickBooks reporting stops being enough.

Keep QuickBooks as the system of record. Finla connects your actuals with budget workbooks, pipeline, headcount, and cash, then keeps the forecast, the variances, and the board package current.

How it works

Connect the books. Add the context. Publish the story.

01

Connect QuickBooks

Actuals sync on a schedule finance controls. Your chart of accounts maps once and stays mapped.

02

Add what the ledger can't see

Budget workbooks, CRM pipeline, headcount and payroll, and cash sit alongside the books in one finance-owned context.

03

Report past the P&L

Variances explained by operational drivers, a forecast that stays current, and board-ready reporting drafted for review.

Beyond the ledger

A living forecast on top of your books.

Finla forecasting workspace showing actuals, forecast values, and finance-owned assumptions

Reporting

The month-end story, told from your books.

Statements, variance tables, and commentary draft from your QuickBooks actuals and the drivers around them. Reviewers check every sentence in place, and nothing publishes until finance approves.

One passfrom close to a board-ready package
Every figuretraces to a statement cell
March narrative · draftAwaiting review

Revenue came in at $5.4M, $418K below forecast P&L · Mar, driven primarily by two enterprise deals slipping to Q2 Pipeline (−$310K).

Win rate softened to 24% CRM · Q1, accounting for a further −$74K. Runway holds at 18 months Cash.

ApproveEdit draft

Cash

Runway math your books can actually support.

Cash position, burn, and runway are calculated from synced book cash and labeled with basis and freshness. No more juggling bank exports next to the P&L.

Cash position$1.84M+$96Kvs May 31As of Jul 8
Runway16.2 mo+1.1 movs MayCash as of Jul 8 · burn through Jun
Net burn$121K−6%vs MayThrough Jun
Trough cash · Q2$1.42MMay 15payroll + rentAs of Jul 8

Trust

QuickBooks stays the system of record.

Finla sits beside your books, never inside them.

Read, not write

Finla reads your QuickBooks data; it never writes back. The close stays exactly as your accountant left it.

Basis and freshness, labeled

Every measure shows what it's based on and when it synced. Book cash is never dressed up as bank truth.

Review before publish

Drafts queue for finance approval. Nothing reaches leadership until your team signs off.

See Finla on your QuickBooks numbers.

Bring your QuickBooks file to a demo. We'll show the forecast, the variances, and the board package on your data.