Finance Partner

Financial models,
in minutes not days.

Build revenue models, cash flow projections, and scenario analyses instantly. Like having a CFO available 24/7 to help you understand your numbers.

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Financial data analysis on screen

Finance Partner

AI-powered financial modeling

30 min
Model build time
50+
KPIs tracked
3
Scenario types
99%
Calculation accuracy

Capabilities

CFO-level financial analysis

Financial Modeling

Build comprehensive revenue models, P&L projections, and cash flow forecasts. SaaS metrics, cohort analysis, and unit economics included.

KPI Dashboard

Track the metrics that matter—MRR, ARR, churn, LTV, CAC, and more. Benchmark against industry standards and set targets.

Budget Analysis

Analyze spending by category, identify cost optimization opportunities, and track budget vs. actuals with variance explanations.

Cash Flow Planning

Model cash flow scenarios, understand runway, and plan for different funding environments. Never be surprised by cash crunches.

Scenario Planning

Build base, upside, and downside scenarios. Understand the key drivers and sensitivities that impact your business.

Fundraising Prep

Build investor-ready financial models. Get guidance on key metrics investors look for and how to present your numbers.

See it in action

AI-powered financial modeling

Build revenue models, analyze cash flow, and run scenario planning through natural conversation.

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Show me a 3-year financial projection with unit economics

3-Year Financial Forecast

2024
2025
2026
$2.4M ARR$5.8M ARR$12.2M ARR
LTV:CAC RatioHealthy
4.2: 1
Payback PeriodOn Target
14months
Projected to reach profitability in Q3 2025

Use Cases

From board decks to fundraising

Board Reporting

Build comprehensive board decks with financial summaries, KPI dashboards, and forward-looking projections that answer board questions before they're asked.

Fundraising

Prepare investor-ready financial models with the metrics VCs care about. Model different funding scenarios and understand dilution.

Budget Planning

Build annual budgets with monthly breakdowns. Track actual vs. budget, understand variances, and reforecast as needed.

Strategic Planning

Model the financial impact of strategic decisions—new products, market expansion, pricing changes, and headcount plans.

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financial planning?

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