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 30 min session 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

We will generally create your financial model within 48 hours, and then a CFO from our team will reach out to schedule your 30 min free consultation session.

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

We have monthly plans where we can help you manage and grow the insights you get from your financial model. We also have plans to help you build out the entire financial model over 3 live 1h sessions with the CFO.

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