Features of FinanceSheets Apps

*Our Apps are free. You only pay for the CFO resources you use.
  • Best practices Sales Plan & Expense Budget template.
    • Low-Touch/Direct SaaS Sales Plan.
    • Enterprise/Multi-Division Direct SaaS Sales Plan.
    • Channel/Direct Subscription based Sales Plan.
    • E-commerce Subscription based Sales Plan.
  • Virtual CFO Add-on:
    • Step by step Guidance.
    • Custom Chart of Accounts.
    • Departmental Budgets & Schedules.
    • Custom P&L and Departmental Budget formats.
    • Employee Pay Assumptions Including Annual Raise 
    • Budget Expense Calculator
  • Scenario Analysis Dashboard 
  • Financial Statements.
  • Customizable Spreadsheet Templates.
  • Accruals & Prepaids Automation.
  • Access to Knowledge Center for 12 months.

Pick The Plan That Is Right For You

FinanceSheets For Sales

A SaaS Sales Plan and Scenario Analysis Tool

$1,500 One Time Fee

    • SaaS Sales Plan template. Free of charge. Yours to keep.
    • Annual Subscription to the Virtual CFO Add-on. Free of charge. Renewable annually with the purchase of CFO credits. Includes FinanceSheets template & Virtual CFO Add-on upgrade releases.
    • Credits for 6 hours of SaaS CFO consultation on the Sales Plan to be utilized for discovery, analysis, architecture, and implementation depending on project needs. For a fully custom implementation upgrade to the FinanceSheets Cost Control or the Enterprise App.

FinanceSheets Scenario Analysis has three sections:

        • Scenario Analysis Dashboard
        • Sales Plan
        • Sales Team Hire Plan

 

  • Google Sheets number of users applies
To start with FinanceSheets, add to cart a non-refundable deposit. A call will be scheduled to agree
on a statement of work.

FinanceSheets For Finance

A cost control tool for the savvy CEO and CFO

To start with FinanceSheets, add to cart a non-refundable deposit.
A call will be scheduled to agree on a statement of work.

$3,000 One Time Fee

      • Standard FinanceSheets SaaS Sales Plan, Scenario Analysis Dashboard, and Expense Budget template. Comes with 6,000 lines of Virtual CFO Add-on code that runs on the template.
      • Annual Subscription to the Virtual CFO Add-on. Free of charge. Renewable annually with the purchase of CFO credits. Includes FinanceSheets template & Virtual CFO Add-on upgrade releases.
      • Credits for 12 hours of SaaS CFO consultation on the Sales Plan & Expense Budget to be utilized for discovery, analysis, architecture, and implementation depending on project needs. For a fully custom implementation upgrade to the FinanceSheets Enterprise App.
      • Google Sheets number of users applies.
      • Accountant team member. Format and upload your Chart of Accounts, historical GL balances, existing employees, and employee pay assumptions into the FinanceSheets Expense Budget App.
      • CEO/CFO/Dir. of Finance/Accountant team member.
        • Enter your planned hires and budgeted expenses into the FinanceSheets Expense Budget App.
        • Review and complete your Expense Budget.
      • CEO/CFO/Dir. of Finance/VP of Sales/Sales Ops Manager team member.
        • Select your SaaS Sales Plan template. 4 options.
        • Review and format your historical Sales data and metrics to provide the assumptions required in the FinanceSheets Sales Plan template.
        • Enter plan data and review numbers to complete the Sales Plan.

Optional Service

Optional White Glove Historical Data and Company Setup Service. $1000

FinanceSheets Enterprise

Focus on Running Your Business,
We Will Build The Perfect Plan For You

    • Have the FinanceSheets’ SaaS CFOs customize your Sales Plan and your Scenario Analysis Dashboard to fit your business model.
    • Get our developers to program the Virtual CFO Add-on code to work with any of your custom Sales Plans, custom Scenario Analysis Dashboard, and any of your custom reports. Report examples are your custom P&Ls, Headcount Summaries, Department Budgets, and Allocation Tables.

Custom Support Packages.

A CFO assigned to your account with a deep understanding of your business.

The FinanceSheets For Finance app is the starting point for your custom app. Your team or our expert CFOs can modify and add to the FinanceSheets existing templates. Our developers are experts in making Google Apps Script work with a spreadsheet template. They can work with you to automate manual repetitive tasks in the spreadsheet templates you have created.