The numbers your board actually asks for.
Real-time cash-flow dashboards, AI revenue and collections forecasting, budgets vs. actuals and scenario planning — built on the same live data as your CRM and Accounts.
Plan, analyze and forecast with confidence
Finance turns your operational data into the forward-looking numbers leadership needs.
Cash-flow dashboards
See cash in, cash out and runway in real time — not in a spreadsheet you update by hand.
AI forecasting
Project revenue and collections from live pipeline and invoice data, updated continuously.
Budgets vs. actuals
Track spend against plan by team and category, with variances surfaced automatically.
Scenario planning
Model best/worst/expected cases and see the impact on runway instantly.
Board-ready reports
Generate the metrics and charts leadership asks for, exportable in a click.
One source of truth
Forecasts pull from real CRM deals and Accounts invoices — no stale inputs.
How Finance works
From first touch to closed outcome — here's the flow.
Connect
Finance reads live data from CRM (pipeline) and Accounts (invoices & expenses).
Forecast
AI projects revenue, collections and cash position from that real data.
Plan
Set budgets and model scenarios to pressure-test decisions before you make them.
Report
Produce board-ready dashboards and exports on demand.
Forecasts you can trust
Because the inputs are your real pipeline and invoices — not last quarter's spreadsheet — the forecast updates the moment reality changes.
- ✓ Live pipeline-driven revenue forecast
- ✓ Collections & cash projections
- ✓ Runway & burn tracking
- ✓ Continuously updated
Decisions, not just dashboards
Scenario planning lets you ask 'what if' and get an answer in seconds — so budgeting and hiring decisions rest on numbers, not gut feel.
- ✓ Best / expected / worst scenarios
- ✓ Budgets vs. actuals by team
- ✓ Variance alerts
- ✓ One-click board exports
Frequently asked
Where do the forecasts come from?
From your live CRM pipeline and Accounts invoices — so they reflect reality, continuously.
Can I export for my board deck?
Yes — dashboards and reports export in a click for presentations and sharing.
Is this a replacement for a spreadsheet model?
It replaces the manual, error-prone parts while staying flexible enough for scenario planning.
Explore the rest of the studio
Forecast with confidence.
Real-time cash flow, AI forecasting and scenario planning on your live data.