The FP&A Software Solution
For Finance Leaders

Automate your data consolidation, reporting, and planning within the environment you love. Empower your finance team with the tools they need to drive business growth.

Fractional CFO Services

Tailored financial leadership for your growth journey.

Financial Foundation
Establish a clean, compliant, and audit-ready financial baseline.
SaaS Growth Engine
Drive decision-making with deep metrics and strategic forecasting.
Systems & Scale
Automate workflows and deliver executive-grade reporting.
Monthly P&L Statement
JanFebMarQ1
Revenue$425K$448K$472K$1.35M
COGS$119K$125K$132K$376K
Gross Profit$306K$323K$340K$969K
OpEx$198K$205K$212K$615K
EBITDA$108K$118K$128K$354K
Executive KPI Dashboard
ARR
$5.1M
+24% YoY
Net Revenue Retention
118%
+6pts
CAC Payback
14 mo
-2 mo
LTV:CAC
4.2x
+0.8x
13-Week Cash Flow Forecast
Projected Cash Balance $2.8M → $4.1M
Executive KPI Dashboard
ARR
$5.1M
+24% YoY
Net Revenue Retention
118%
+6pts
CAC Payback
14 mo
-2 mo
LTV:CAC
4.2x
+0.8x
EY
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EY
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