AI-Powered FP&A Platform
Chat-first AI copilot that ingests SEC 10-K/10-Q filings, calculates CFO-grade metrics (EBITDA bridges, cash runway, covenant tracking), and generates board-ready presentations with full source traceability.
Powered by industry-leading tools and technologies
Everything you need to succeed
From spreadsheet chaos to board-ready insights in minutes. Trusted by CFOs at 50+ PE-backed companies.
Experience FP&A Tools Live
Test our financial modeling calculators right here - no account required
Three Ways to Get Started
Choose your path based on your experience level
- • Upload CSV or Excel files
- • AI analyzes your financials
- • Get CFO-grade insights instantly
- • 5 pre-built scenarios
- • Real financial models
- • No signup required
- • Import your own data
- • AI-powered insights
- • Export to Excel/PDF
Start automating in 4 simple steps
Close faster. Report smarter. Impress your board with CFO-grade insights.
Choose Your Scenario
Select your business type: SaaS, e-commerce, services, or manufacturing. We'll customize your model accordingly.
Import Your Data
Upload CSV or Excel files with your financial data. Manual entry also available. Your data stays secure and private.
Run Your Model
Generate P&L, Balance Sheet, Cash Flow statements. Create scenarios and run driver-based forecasts.
Review & Export
Get AI-powered insights, download templates, share dashboards with stakeholders, and export to Excel/PDF.
Popular FP&A capabilities
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