Instantly pull data from Quickbooks to Google Sheets. Pull in P&Ls, general ledger, accounts receivable, and more.
Establish a secure connection to over 12,000 bank accounts to pull and consolidate balances and transactions.
Everything startup, finance and metrics
The secrets to driving big returns from small projects. Our ROI analysis reveals how to maximize your investment
Identify the 7 essential KPIs every CFO needs to monitor regularly for financial insights and strategic decision-making
Proven strategies to streamline operations and improve financial efficiency. Focus on DIO, DSO, DPO metrics.
Step-by-step guide to create a robust 12-month revenue forecast in Excel. Maximize business planning with this data-driven approach.
Uncover the anatomy of a startup finance team - explore the roles, tools, and team size that power modern business finance. Boost your startup's financial strategy.
Discover the 4 essential financial ratios to master ratio analysis and make informed business decisions. Boost your financial literacy now.
Elevate your startup's finance ops with next-gen tools. Explore integrations, automation, and data-driven decisions to scale beyond QuickBooks and Excel.
Uncover the hidden costs of convertible notes: explore unexpected dilution, complex cap table challenges, and practical strategies for modeling different conversion scenarios.
Maximize your R&D tax credits through strategic planning and documentation. Identify qualifying activities, meet IRS requirements, and avoid common audit triggers. Unlock lucrative innovation incentives.
Uncover the hidden costs of customer acquisition beyond basic marketing spend. Optimize your CAC with formulas for blended costs across channels and segments.
