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Loading this page.Most companies build their forecast in Excel every week. By the time it's done, the data is stale.
We build an automated FP&A layer connected to QuickBooks, Stripe, Bill.com. Revenue, expenses, cash — everything updates in real-time.
Log in any time. See your position. Run scenarios in seconds. No more weekly spreadsheet rebuilds.
Every Monday, someone exports QuickBooks data. They spend 4 hours updating the model. They tweak assumptions. They send it to the CFO. The CFO sends it back with changes.
By Friday, you have a forecast. But it's based on data from Monday. In a fast-moving company, a week-old forecast is useless.
The result: you're making decisions on stale data. Your runway forecast is wrong. Your board deck is wrong. You don't know your real position until you build the spreadsheet.
QuickBooks, Stripe, Bill.com, CRM. Financial data flows automatically — no manual exports.
Revenue drivers, expense categories, cash flow timing. Everything flows through the model automatically.
Log in anytime. See position, projection, scenarios. All live. No weekly rebuild.
We alert you when actuals diverge from plan. When cash drops below threshold. You don't have to check.
Companies that already have a strong FP&A function running automated forecasts (you've solved this). Pre-revenue companies (no data to automate yet). Companies with extremely complex multi-currency, multi-entity structures (we can handle most, but some edge cases need custom builds).
We're former operators who've run companies at scale. Bain Capital. PE-backed businesses. We've sat in the room where capital allocation decisions get made. A fractional CFO's judgement sits on top of a finance team that closes the books, reconciles the accounts and reports every month. You get the whole function without the full-time payroll.
Book a 15-minute finance review. We'll show you what automated FP&A looks like.
Book 15-Minute Finance Review