We built FinanceSheets so you’d love using it as much as you love using your personal finance apps at home. FinanceSheets comes with pre-built templates so you can set up your Sales Plan and Expense Budget quickly and start scenario analysis. Our Virtual CFO Add-on automates repetitive manual tasks and guides you through the set up process. Our SaaS scenario analysis tool lets you massage your numbers like a CFO Pro so you can pin down your optimal sales, funding, and business cost scenarios quickly. Our plans come with consultation with an expert SaaS CFO to ensure you have the support you need to make your Financial Plan upgrade project successful. Non-SaaS business model? We have you covered. The FinanceSheets best practices Expense Budget module works with any Sales Plan model. Upload your existing Sales Plan onto FinanceSheets or have our CFOs build you a custom one and you are good to go.
Three levels of sensitivity analysis
With a few inputs you will get an overview of the key metrics that drive your business and which you can use to validate your Go-to-Market Strategy, Investment Thesis, Annual Operating Plan Exercise assumptions, and your Operating Plan drivers.
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FinanceSheets is a custom app delivered under a statement of work with acceptance criteria.
*Our Apps are free. You will only pay for the CFO resources you use.
- Go-To-Market Strategy,
- Pricing Strategy,
- Customer Purchasing Behavior,
- Sales Team Productivity,
- Marketing Strategy and ROI, and
- Bookings, Billings, and Revenues.
Secondary but just as important a reason to upgrade your financial plan for a Funding/Financing round is to get a tool so you can perform Sensitivity Analysis on your Bookings, Billings, Revenues, Marketing Spend, Sales Hires, Customer Unit Economics, KPI’s, Hires & Staffing Costs, Cost of Revenues, Operating Expenses, cash flow, and capital requirements. A tool this powerful takes the skill set of the CEO, Director of Finance and CFO to the next level.The Tool of course has to be fast, accurate, easy to use, cost effective, and based on Best Practices. That is FinanceSheets.
Setting up a new Budget has Manual entry, costly mistakes, and poor usability keeps your team’s noses in the budget. The Pro Business Budget Template collectively saves 2-4 days of initial set up and on going savings per month. Of course this depends on the structure of your company.
Still Managing Your Business by Cash?
Companies that manage their business primarily by cash don’t have the right tools to put forward their best story for a successful exit or funding.
Do you have the right sales and operating plan, metrics, and ROI analysis in place to approach your funding or exit with confidence? These CFO insights outline strategies you can use to manage your growth initiatives and financial targets.