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ease
features
design
support

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Description

Prepare to captivate investors and accelerate your growth. Eliminate uncertainty by showcasing compelling, data-backed figures that will leave a lasting impression. Collaborate with specialists to develop a reliable revenue projection that you can stand behind confidently. Our team of financial experts for startups will help you create a tailored financial model that resonates with you, ensuring you shine in front of potential investors. Experience an online financial model that's not only powered by your data but also automated and intelligent. With our user-friendly interface, you can craft a solid budget in mere minutes, all without needing to write any formulas. Adjust parameters effortlessly using our assumptions feature and straightforward UI. Integrate your accounting software, like QuickBooks or Xero, to automatically import your actual expenses and maintain an accurate budget. With just a few clicks, you can connect your financial model to your accounting system, allowing for real-time updates and enhanced future forecasting. Additionally, incorporate your sales pipeline data to refine your short-term predictions and improve your strategic planning. This comprehensive approach will ensure you are always prepared and informed.

Description

Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Stripe
Xero

Integrations

HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
Stripe
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Forecastr

Country

United States

Website

www.forecastr.co

Vendor Details

Company Name

KPI Sense

Founded

2019

Country

United States

Website

kpisense.com

Product Features

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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