Frequently asked questions

The implementation starts with us connecting your accounting software to the financial model, We will then set up the financial model in excel, tied to your chart of accounts We will then focus on building out your financial model over 3 1 hour sessions with a CFO. We will start with creating your revenue build, and then move on to your headcount forecast. After that, we will focus on your operating expenses, and cash flows item. Once we are finished, we will then build out a number of dashboards & pitch decks to help you easily ingest this data

The whole process typically takes about 2 weeks, over 3 lives 1 hour sessions with a CFO

Yes, this model is built entirely in excel. Our app also has some automations to speed up the refreshing and pitch deck generation, however you are welcome to stay entirely in excel

Yes, we work in Microsoft Sharepoint, which will allow you to work with any other collaborators in real time - both in Excel’s native application, and in Excel online

Absolutely! Because we’ll be working in excel, we will be able to customize this model entirely to your needs

This involves us importing in your Income Statement and Balance sheet from your accounting software, and updating your financial package with a budget vs actuals & other dashboards that can be customized to your needs

All plans are month-to-month with the ability to cancel at any time, with 30 days written notice.

Yes, our Scale and Growth plans offer support via slack as well as live support

That’s one of the biggest things we’ll help you with! We will work with you to help you understand how you can acquire customers, retain those customers, and generate revenue from those customers

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