Forecasts, runway, and a board pack you can download
Finance handles the day-to-day. CFO Suite is for looking ahead: budgets, forecasts and scenarios, consolidation across entities and currencies, and a board pack you can download. It helps a finance director pull consolidated figures together before a board meeting, or a founder see what hiring three more people does to runway.
Planning ahead with your numbers
Budgets beside what was spent
Hold a budget for each entity and department, then set it beside the expenses recorded in Finance, month by month.
How long the cash lasts
Enter a starting cash figure and get a rolling 12-month projection from your budgets, with runway estimated in months.
Try changes and save the results
Test changes to revenue, cost, headcount or exchange rates, and save each result under its own name. Keep best, base, worst and custom scenarios, each with projected revenue, expense, burn, runway and ending cash.
Several entities, several currencies
Define your legal entities, currencies and FX rates, then review budgets consolidated into one reporting currency.
A board pack to download
Generate a snapshot of the consolidated budget figures, with the FX rates it used, and download it.
When you request access, tell us what you need to see before your next board meeting.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.