A 30-minute complete overview of the entire process including the two models to be developed and released in 2027.

Depreciation Schedules automatically are generated for all asset purchases with posting of monthly entries to financials. Loan payment schedules are automatically generated with monthly entries to the financials. Calculates your appropriate contingency reserve in your cost estimate. Optimizes the cash flow statement.
Business_Rules_v1.1_2026-10-10 (pdf)
DownloadFree, early access to the financial planning tool.
Custom financial plan (PDF & Excel) for your business.
Direct input into the final version of the software.
One-hour session included

The Model will include a team of six (6) AI Advisors that work together as a unified team to strengthen your financial forecast. The AI Advisors include: Funding Strategy Advisor | Cost Structure Optimizer | Cash Flow Guardian | Pricing & Margin Advisor | Sales Forecast Realism Checker | Working Capital Manager
Matt Evans