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GET THE ULTIMATE FINANCIAL PLANNING SOLUTION
Strategic Financial Intelligence. Automated.
Decision Ready Financial Reports, Forecasts, & Dashboards
All business success comes from smart capital allocation.

1

Earnings Management
Allocating profits from business activities back into the company for growth or to shareholders as dividends or buybacks.

2

Debt Management
Efficiently managing borrowed capital —whether securing new loans or servicing existing debt obligations.

3

Equity Management
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.
Imagine knowing when you need it.
And how to seamlessly get it.
Imagine making better & faster decisions with strategic financial plans, intelligent forecasting, and proactive recommendations.
Is your financial planning failing your business?

1

Outdated Financial Systems
Companies big and small all around the world struggle with outdated and inflexible financial systems that fail to provide real-time insights or integrate complex data effectively.

2

Lack of Strategic Forecasting
Using outdated financial systems that lack strategic forecasting, budget vs. actuals reporting, and sophisticated financial analysis can severely limit your strategic agility.

3

Inefficient Financial Reporting
Without dashboards for visual insight, reliable financial reporting, or efficient preparation processes, it takes weeks to compile necessary reports and complete strategic analyses.

4

Competitive Disadvantage
This inefficiency not only impacts data integrity and decision-making but also limits your growth by undermining your confidence in securing financing. You struggle to present compelling cases to stakeholders, while your lack of automation and reliable data slows down your business operations, leaving your company at a competitive disadvantage.
What if you could improve overnight?

Automated Reporting
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.
What if you could do all that and much more?
What if you had access to the right dashboards, forecasts, reports and deep analytics to grow?
What if you had answers to all your strategic questions?
1
Profit Allocation Optimization
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
Debt vs. Equity 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
Expansion Planning
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
M&A Planning and Integration
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.
What if you could actually drive the future ?
8-10 Year Strategic Perspective
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 real-time performance monitoring. Track progress against strategic targets, identify financial health red flags, and get covenant compliant.
Stay well-informed at all times and manage risks effectively to guide your business with precision and 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.
What if you made business decisions with full knowledge of their impact on strategic plans?
What if you had real-time insights into your actual vs. budgeted performance?
What if you had decision-ready financial intelligence at your fingertips?
Strategic Forecasting
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.
What if you were always prepared and never caught off-guard ?
Today's CEOs and CFOs need smart financial insights, not cumbersome financial data.
AND THEY DON'T NEED ANOTHER TOOL TO MANAGE
So we developed our proprietary, fully-managed, cutting-edge business intelligence solution to help you automate your strategic financial planning,
For the first time you now have strategic answers when you need them to make better decisions that grow your organization and maximize shareholder value.
What if you had best-in-class financial planning without lifting a finger?
What if your financial planning delivered a 10X Return on Investment?

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1. Business Growth & Capital Financing Alignment
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 your financial data.

3. Financial Risk Management
Proactively identify 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.
What if you had Corporate CFO expertise always available for a fraction of the cost?
Our expertise
At Financiario we bring over 15 years of unmatched expertise in strategic financial planning to small and mid-sized businesses.
We've worked with hundreds of companies, CEOs and CFOs and our expertise is unparalleled in the industry - from aligning strategic goals with long-range forecasting, to optimizing cash flow, navigating commercial financing, or planning strategic mergers and acquisitions.
Who we help
Our platform is ideal for small and medium-sized organizations with or without a CFO, with single or multiple entities, and with revenues between 3 million and 200 million, who are looking for expert, automated and dynamic strategic financial planning to keep moving to the next level
How we help
With our fully-managed platform we turn your raw accounting data into your own customized and dynamic 10-year financial forecasting model that aligns your business objectives with your financial strategy to enable you to achieve the results you need.
The future looks bright when you have an Unfair Advantage
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 Accessibility
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.
Welcome to the Future of your Business

1

Automated Financial Planning
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 accelerate.
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 any 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.
Our Pricing

1

Base Pricing
Pricing for our one-of-a-kind, done-for-you, automated financial intelligence platform starts at $4,500 per month.

2

Scaling Factors
Pricing scales upwards based on several factors, including the size of your organization, the complexity of your corporate structure, and the number of entities involved.

3

Implementation
An implementation fee also applies to ensure a seamless setup, customization and automation of our platform to perfectly align with your business needs.
Get Financial Intelligence on Autopilot.
Start Performing.
Start Today.
Decision Ready. Reporting Ready. Future Ready.