Use cases

Built for the decisions you actually make

Every use case is the same move: model a decision, see the drivers it moves, and check it against reality. Pick the moment you are in.

Planning a new hire

Know what a hire will actually cost, and earn

Model a hire as an initiative and see its true cost, break-even month, and runway impact before you make the offer.

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Preparing for a fundraise

Build the financial story investors actually want

Investors want to know how you will hit the numbers, not just the numbers. Initiative-based forecasting ties every projection to the decision behind it.

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Launching a new product line

Forecast a new revenue stream before you build it

Model pricing, acquisition, and full P&L impact of a new product before you write a line of code.

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Reporting to your board

Board reports that explain the why, not just the what

Auto-generate variance analysis with root-cause attribution, so board prep takes 30 minutes, not three days.

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Running your whole back office

Stop stitching the forecast and the books together by hand

Keep the books in YourBooks and let real actuals flow into your forecast, so variance is never a step behind reality.

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Extending your runway

See your real runway, and every lever to extend it

Model each cost and revenue lever as an initiative and watch the date your cash runs out move in real time.

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Building your annual operating plan

Turn next year's strategy into a plan you can run

Build the annual plan as initiatives tied to drivers, then track each one against actuals all year.

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Scenario planning

Model best, base, and worst case before you have to

Stack the decisions you might make into named scenarios and compare their trajectories side by side.

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Cutting burn rate

Cut burn without cutting the things that grow you

Model every cost lever as an initiative, so you can trim burn and see exactly what each cut does to growth and runway.

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Modeling a pricing change

See what a price change does before you ship it

Model a price increase or a new tier as an initiative and watch the effect on revenue, churn, and runway before it goes live.

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Planning marketing spend

Know what your marketing spend is supposed to return

Model a campaign or channel as an initiative tied to the pipeline and revenue it should produce, then check it against actuals.

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Budget vs actuals

Catch the drift between plan and reality early

Compare actuals against the plan every month, initiative by initiative, so small gaps surface before they become quarter-end surprises.

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Timing your next raise

Raise from a position of strength, not a cash cliff

Model runway against the milestones a round needs, so you time the raise before cash forces your hand.

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You don't have a CFO

The CFO's toolkit, before you can hire one

A fractional CFO is out of reach for most early startups. Get the modeling, scenarios, and reporting a CFO would build, as software from day zero.

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You run a B2B SaaS startup

FP&A built for how B2B SaaS actually grows

Model the drivers that decide a SaaS company's fate, MRR, churn, CAC, and expansion, not just a generic income statement.

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You're building in Southeast Asia

Forecasting built for operators in Southeast Asia

Model in the currency you operate in, for the way SEA startups actually run: lean, software-first, and close to cash.

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Not sure where to start?

Most operators start with the decision in front of them this month. Build a forecast around it and watch the runway move.