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Budgeting Toolkit

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.

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
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  • Granular Financial Analysis: Gain insights into your financial performance with detailed views of historical spending, individual account spend, and transaction breakdowns
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  • 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
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  • Comprehensive Budget Overview: The Workbook consolidates all information, providing a clear view of your budget, including P&L, headcount, and operating metrics
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  • Data-Driven Assumptions: Work with Air CFO in a one-hour session to develop data-driven assumptions for account-level revenue and expense budgets
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  • 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.

View All of the Tools in the Series

Tool Demo

Financial Model

Equip your startup with a financial model that helps tell the story behind your numbers to investors. Cycle through scenarios to see a variety of outlooks under different set of assumptions.

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Tool Demo

Budgeting Toolkit

Develop a 12 to 18-month budget using QuickBooks data and create a comprehensive view of historical financials, variances against the budget, and deeper granularity into account-level and vendor spend.

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Tool Demo

Department Level Reporting Tools

Create department-specific views of financial reports that include detailed budget versus actuals analysis and expense breakdowns providing greater visibility for department leads.

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Tool Demo

Weekly Cash Projections

Connect QuickBooks and gain deeper visibility into future cash position and review projected cash inflow based on outstanding accounts receivable and future invoices. Also review payroll expenses, outstanding accounts payable, credit card payments, and recurring expenses.

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Key Metric Scorecard

Track dozens of important operating metrics pertaining to multi-month contracts. Set targets and review growth, efficiency, unit economics, and headcount to help you better understand your performance.

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Tool Demo

Month-End Package

Gain a comprehensive view of your company's financial performance throughout the past month. This report integrates data from various tools that allows you to review key metrics and and emphasize any areas of concern that should be addressed during the month-end call.

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