An all-in-one financial tool designed to give small business owners their time—and their confidence—back. And at the same time, prepare a highly defensible forecast driven by calculation tables that remove the guess work
Automatically track depreciation for every asset you own. This syncs directly with your income statement, so your forecast is accurate and reliable.
Stop wondering when you'll "make it." Instantly see your cash runway based on a guidance table so that your forecast is realistic. Plan for growth with confidence.
Take the stress out of "what ifs." The app uses a 9-question tool to calculate the right emergency reserve for your specific business, so you’re always prepared for the unexpected.
Take the mystery out of debt. Whether it's a new truck or new tech, see your exact repayment schedule at a glance so you can manage your monthly cash flow with ease.
Stop wasting hours on spreadsheets. Use smart grouping to organize your products and services instantly, making your sales forecasting faster and much less tedious.
Know exactly what your products cost you. By answering four simple questions, you'll nail down your variable costs using industry benchmarks to ensure your sales forecast is grounded in reality.
In about 15 minutes, you'll calculate:
In about 10 minutes, you'll calculate:
Go through a real true estimation process for forecasting all revenues:
Develop a 3-point model covering all cost components for a 12-month period:
Pull in Steps 3 and 4 to form two versions of your Income Statement:
Don't want to build from scratch? Start immediately with a 7-metric "Balanced Dashboard" default or customize your view from our extensive menu.
Track the health of your entire business with a comprehensive model featuring 44 pre-built metrics across Finance, Customer Experience, Operations, Marketing, Human Resources, and Liquidity
Update your numbers in seconds using quarterly pop-up boxes or streamline the process with a simple CSV file import
Export your dashboard into a formal PDF report with company logo, designed to lead your quarterly performance review
Unlike most cloud platforms, we never store your data on our servers. Your business information stays on your computer in a resident file that you control—keeping your most sensitive metrics private and secure
Switch between professional line charts or intuitive gauges to see exactly where you stand against your targets and industry benchmarks