Budgeting Toolkit

With our Budget Build & Budget vs. Actuals Templates, you can painlessly create a rock-solid budget and track your startup's performance against that plan. You can also keep a close eye on vendor spend, identify areas for cost savings, and course-correct quickly when expenses are growing more quickly than your budget.

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Budgeting Tools

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Month-End Package


Key Metric Scorecard

Department-Level Reporting Tools

Weekly Cash Projections

See our Budgeting tools in action:

Introducing airCFO's Budgeting Tools: Build a rock-solid budget to keep your startup on-track

Streamlined Budgeting Process
The Budget Build Workbook allows you to set a forward-looking budget with ease, pulling data directly from QuickBooks for context and accuracy.
Granular Financial Analysis
Gain insights into your financial performance with detailed views of historical spending, individual account spend, and transaction breakdowns.
 Powerful Budget Vs. Actuals Analysis
Compare your actual financial performance against your budget using the New Month End Reporting package, with detailed revenue, department-level spend, and payroll expense variance analysis.
Comprehensive Budget Overview
The Workbook consolidates all information, providing a clear view of your budget, including P&L, headcount, and operating metrics.
Data-Driven Assumptions
Work with Air CFO in a one-hour session to develop data-driven assumptions for account-level revenue and expense budgets.
Headcount Expense Forecasting
Combine hiring plans with your assumptions to budget out headcount-related expenses for the next 12 to 18 months, propelling your startup towards its growth targets.

Unlock the Power of Your Financial Data with airCFO

At airCFO, we offer cutting-edge tools that provide valuable insights into your financial data. These tools tap directly into your accounting system & update in real-time, so you can quickly make the best decisions for your startup's growth. Our comprehensive reporting platform ensures you have all the information you need at your fingertips, enabling you to navigate your entrepreneurial journey with confidence.

Financial Data Tool for Startups - New Budgeting Tools for 2023

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About air CFO

airCFO is so much more than an accounting firm; we pride ourselves on helping startups succeed. Our proprietary tech tools and dedicated team of finance, accounting, and people ops experts deliver optimized services tailored to each company’s unique needs. We partner with founders to demystify complex issues, steering startups clear of roadblocks from their Day 1 through to exit. Unlike siloed software tools or disjointed independent contractors, airCFO offers integrated specialized support and true finance leadership. Our hands-on approach means we rapidly add value as strategic advisors who understand the startup journey. Inside 200+ of the world’s top startups, airCFO takes care of the back office so founders can focus on driving growth.

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