Your budget might manage your costs, but it won't pave the way to strategic growth. And it definitely won't help you get the valuation, expansion or funding you need for the business.
2
Your Cash Flow isn't King
If you want cash flow to be king and keep your business going and growing, you need to strategically plan where it should come from and how it should be used.
3
Performance can't Manage itself
You can't manage what you don't measure. And without benchmarks, KPIs, or progress checks, you don't know how you're doing, what to double down on and what to act on to avert serious problems.
4
Finance needs Intelligence
Finance isn't just about numbers; it's about making informed decisions that drive strategic growth. It's about anticipating, analyzing, optimizing and driving the business exactly where you want it to go.
A CEO's biggest job is capital allocation
Driving the future demands intelligent capital allocation—both now and in the years to come
1
Earnings Management
This is allocating profits from business activities back into the company for growth or to shareholders as dividends or buybacks.
2
Debt Management
This is efficiently managing borrowed capital —whether securing new loans or servicing existing debt obligations.
3
Equity Management
This is effectively managing shareholder equity, whether issuing new shares or buying them back.
Imagine knowing how much capital you need to achieve your business strategy.
Imagine knowing what type of capital you need at every step.
"From flying blind to building the future we want"
"We didn't have the right skills on our team to do better but we desperately needed better planning. Our company had been growing by double digits every year and we never had the time or the knowledge to plan how we wanted our future to look like.
Financiario took our vision and our data and built us the perfect system. We have live dashboards to tell us everything we need to know about how we're doing and what to do next. We know the impact of every decision on our long-range plans. And we can meet anytime with anyone to discuss the business. It's incredible. ""
Rick Shaw, CEO, Shx Industries
What if you could improve overnight?
Actionable Dashboards
You need to streamline your financial reporting with intuitive dashboards and automated processes, so you can increase both efficiency and data reliability.
Real-Time Analytics
You need a platform that provides you with real-time financial insights, integrating historical, current, and future data for comprehensive analysis.
Intelligent Forecasting
You need strategic forecasting and timely financial insights to track your progress and make better-informed decisions that drive your business forward.
Go from raw data to intelligence in just 7 days
The most intelligent financial dashboards so you can focus on what matters most.
Get access to the forecasts, reports and analytics you need to grow
Get live answers to all your strategic questions
1
How to optimize profit and allocate capital
Visualize the long-term impacts of different year-end profit allocation strategies. Balance dividends, manage liabilities, and identify high-ROI reinvestment opportunities - all with data-driven forecasts and scenario planning tools.
2
How to manage financing
Compare the costs and benefits of debt vs. equity financing under various market conditions and growth scenarios. Our tools help you choose the most feasible and beneficial financing option to support your strategic objectives.
3
How to plan an expansion
Explore and evaluate the financing options and terms available to expand production capacity or your operating footprint. Our analytical tools can project the future financial state of your business with each option, empowering you to make the best choice.
4
How to prepare to buy a business or be acquired
Maximize the success of your M&A activity with our platform. Assess target financials, model financing structures, and ensure smooth post-merger integration and synergy maximization.
Seamlessly integrate the last five years of external financial reports with your current internal statements and your future performance assumptions.
Get a unified view of your numbers and viable five-year forecasts that build the future you want for your business.
Real-Time Performance Monitoring
Stay ahead with variance analysis of budget vs actuals performance. Track progress against strategic targets, identify financial health red flags, and get covenant compliant.
Stay informed at all times and manage risks effectively to guide your business with confidence.
Optimized Decision Making
Get in-depth analyses for target key performance metrics, model possible scenarios and make informed decisions that drive all your businesses forward.
Use intelligent business insights to optimize outcomes and achieve your long range objectives efficiently.
You need driver-based dynamic forecasts and scenarios to help align your operating performance with performance targets, financial covenants & key financial health KPIs.
Dynamic Visuals
Financiario's live Power BI dashboards give you critical visibility into your financial health, empowering you to make timely, informed, & strategic decisions that propel you forward.
Presentation Ready
With dashboards, financial reports, long term strategic forecasts and insightful analyses, you're enabled, empowered and always ready to decide, present, negotiate, and report.
Anticipate and leverage growth opportunities through effective cash flow planning and enhanced readiness for capital financing.
2. Cost Savings and Productivity Enhancements
Improve accuracy and achieve significant time savings through automation and the use of a unified source of truth for financial data.
3. Financial Risk Management
Anticipate and manage critical financial risks to prevent costly crises, lost business revenue, legal fees and liquidation costs, decreased employee morale, and long-term damage to your reputation and creditworthiness.
Integrate past, present and forecasted performance into dynamic & automated multi-year balance sheets, income statements and cash flow statements. Starting at $3,500/month for one company and a single currency.
Excel + Power BI Dashboard
Access powerful dynamic dashboards with real-time insights into financial performance and health, helping you make informed decisions and plan for the future. CFO, P&L, balance sheet, cash flow, variance and scenario dashboards.
Excel + Power BI + AI Dashboard (coming soon)
Use the power of AI to analyze past results, identify current trends, and drive future performance. Use natural language to interrogate your reports and get data insights that help you anticipate risks and leverage opportunities.
A one time implementation fee applies.
Strategic financial planning for peace of mind
Financial Intelligence
Leverage advanced analytics and data processing capabilities to gain actionable insights and drive strategic decisions.
Scalability
Our system seamlessly adapts to support your evolving business needs
New accounts
Updated historical data
Additional entity integration
Rolling forecasting periods
Data Integrity
We ensure high accuracy by harmonizing audited historical data with current internal reports, forming a robust foundation for strategic decisions.
Intelligent Forecasting
Expertly tailor forecasts to strategic long term M&A, financing and valuation goals by identifying key metrics to target and tracking actual performance against benchmarks with detailed variance reports.
Full Reporting Stack
Include strategic summaries, multi-period historical, current, and forecasted fiscal year balance sheet, income statement, and cash flow statement reports. Enhance decision-making with variance of budget to actuals reports and flexible scenario planning tools.
Visual Storytelling
Enjoy intuitive BI dashboards providing a full spectrum analysis of historical, current, and projected performance.
Consistency and Transparency
Strengthen trust with stakeholders by ensuring consistency and transparency in your financial reporting across periods.
Your financial planning is automated and intuitively aligned with your strategic goals.
2
Real-time Financial Intelligence
You have dynamic, driver-based forecasts, real-time insights and answers for strategic decisions.
3
Strategic Business Performance
With strategy, finance, and automation aligned, your business can finally thrive.
Frequently Asked Questions
What does Financiario do?
Financial Intelligence
Leverage advanced analytics and data processing capabilities to gain actionable insights and drive strategic decisions.
How do you ensure data accuracy?
Data Integration
We integrate historical audited data with current results and intelligent forecasts, ensuring unparalleled accuracy and reliability across all financial reports and analyses.
Can you adapt to my company's growth?
Scalability
Our solutions are scalable, perfectly suited for growing SMBs with $15MM+ in revenue but also available to smaller organizations aiming to enhance their financial strategy.
What reports can you automate ?
Financial Statements
Our suite includes 10-year historical and forecasted financial statements (balance sheet, income statement, cash flow statement).
Strategic Analysis Tools
Includes budget to actuals variance analyses, strategic ratio analysis, and more to support strategic business planning.
How do you improve decision-making ?
Real-Time Insights
By providing real-time insights and scenario planning, we align your actual operating performance with your strategic financial targets, enabling proactive management and effective decision-making.
What makes you unique in FP&A?
Our Expertise
We combine over 15 years of financial expertise in corporate finance, financial and managerial accounting, commercial lending, debt and equity financing, and strategic financial management. Our one-of-a-kind proprietary platform excels in financial forecasting, reporting, and analytics, guiding your strategic capital allocation and risk management to help you achieve precise, long-term objectives.
Is Financiario like a CFO?
Financial Support
No, Financiario does not act as a replacement for a CFO but our solution has been designed to be a CFOs and CEOs closest ally. Financiario provides powerful financial modeling and strategic financial intelligence capabilities to support the strategic functions typically performed by a CFO, and enable them to focus on strategic decision-making.
Are there prerequisites?
Onboarding Requirements
To effectively get onboarded onto our platform, your organization should have reliable accounting data, a knowledgeable bookkeeper, and effective internal controls that accurately reflect your business operations.
How do I get started?
Booking a Demo
Book a demo to learn how we tailor our platform to your business needs, and how we automate your financial intelligence effectively. Otherwise, just send us an email to get onboarded and get started.