Profile 01
SMB owner who does the numbers by hand
You keep everything in a spreadsheet only you understand and check the bank every morning. The month closes late and there's always a missing figure.
We upload your history and auto-classify it.You forward emails to the Hub and stop typing.You start on the Base plan.
Profile 02
General management with an external accountant
Your accountant hands over the statements two months later. By then the decision was already made blind.
You see the current month, not the one from two months ago.Draft financial statements, ready to work with their recommendations.Operation plan.
Profile 03
Startup with investors and a monthly report
Every month you build the update by hand and every quarter you rebuild the runway in a new sheet.
Metrics adjust to your industry and stage, not an average.The investor package comes from the same data.Operation plan.
Profile 04
Groups or multi-currency holdings
You repeat the same close fifteen times a month, each company with its own file mess and its own currency.
Each company with its own numbers, all consolidated into one main currency.Each client forwards to their own inbox.Holding plan.
