Schedule a call
Resources
/
Financial Model

Financial Model

Building an investor-grade model is a time-intensive process, and the resulting product can be cumbersome to maintain. We've leveraged our experience working with 300+ startups to create a streamlined framework that gets you up & running quickly with a powerful, user-friendly financial model. Arm your startup with a model that helps you tell the story behind your numbers and cycle through scenarios to see your outlook under different sets of assumptions.

airCFO's Financial Modeling Package: Gain Comprehensive Insights into Your Financial Performance

  • Efficient Expense Budget Build: Easily set up an expense budget build process for clients, integrating it into our client data HQ for streamlined financial management
    ‍
  • Comprehensive Reporting: Generate month-end reports and a standalone budget versus actuals dashboard, providing valuable insights and analysis for better financial planning
    ‍
  • Seamless Data Integration: Pull data from multiple sources, including Notion and QuickBooks, to create a cohesive and accurate budgeting framework
    ‍
  • Historical Spend Analysis: Use historical financial data to gain insights into past spending patterns, helping to set realistic budgets for the next 12 to 24 months
    ‍
  • Real-Time Tracking: Monitor actuals versus budgeted amounts with the budget versus actuals dashboard, enabling proactive financial management and the ability to adjust strategies as needed

View All of the Tools in This 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.

View Walkthrough

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.

View Walkthrough

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.

View Walkthrough

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.

View Walkthrough

Tool Demo

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.

View Walkthrough

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.

View Walkthrough