Finance Platform Demo

An interactive demonstration of a modern finance platform for reporting, forecasting, cash flow management and decision support.

Phone rotating from portrait to landscape

Rotate to landscape

The interactive finance platform is optimised for landscape viewing on mobile devices.

Rotate your phone to explore the live product demo.

Platform

The Finance Platform

A suite of finance tools designed to automate core finance processes while improving visibility, control and commercial decision-making.

Module 1

Automated Cashflow Management

Problem

Cashflow is often managed manually in Excel, making it slow, error-prone and difficult to drill into.

Solution

ERP and bank transactions are pulled into a database, mapped through structured rules and converted into monthly cashflow reporting.

Features

Bank transaction import

Mapping rules

Cash receipts and payments categorisation

Monthly cashflow tables

Opening and closing cash balances

Transaction-level drill-down

Forecast overlay

Live ERP feed

Demo

Module 2

Forecasting & Runway

Problem

Forecasts often sit separately from actuals, making it hard to understand what is driving cash runway.

Solution

Assumption-based forecasting overlays actual cash movements, giving leadership a live view of projected spend, cash runway and forecast drivers.

Features

Assumption-based spend modelling

Headcount assumptions

Paid acquisition assumptions

Fixed cost assumptions

Scenario planning

Runway visibility

Forecast vs actual comparison

Revenue forecast

Demo

Module 3

P&L and Month-End Reporting

Problem

Month-end reporting is often slow, manual and disconnected from transaction-level data.

Solution

Automated P&L reporting is generated from categorised transaction data, with budgets, variances, YTD reporting and drill-down.

Features

Actuals from ERP data

Budget comparison

Prior year / prior month comparisons where relevant

YTD reporting

Gross profit, EBITDA and net income calculations

Margin percentages

Transaction detail drill-down

Month-end P&L

Demo

Module 4

Board Pack Generation

Problem

Board packs are often manually assembled from multiple spreadsheets, screenshots and commentary documents.

Solution

Reporting outputs are generated from the finance data model, making packs faster, more consistent and easier to update.

Features

Management report templates

Month-end commentary

Automated financial tables

Consistent formatting

Export-ready layouts

Commentary sections

Board pack generation

Demo

Module 5

Commercial Dashboards

Problem

Finance, marketing, payment and operational data often live in separate systems.

Solution

Bring data from Stripe, ERP, Google Analytics, CRM and other systems into one commercial dashboard.

Features

Revenue visibility

MRR / customer cohort reporting

Marketing performance

Payment data

Unit economics

Commercial KPIs

Leadership dashboard

Dashboard demo

Demo

Next step

For businesses that have outgrown spreadsheet-led finance

I help companies move from manual reporting and fragmented data to a scalable finance function built around automation, control and better decision-making.

Get in touch

Finance Platform Demo

Rotate to landscape

An integrated platform for modern finance

The Finance Platform

Automated Cashflow Management

Problem

Solution

Features

Forecasting & Runway

Problem

Solution

Features

P&L and Month-End Reporting

Problem

Solution

Features

Board Pack Generation

Problem

Solution

Features

Commercial Dashboards

Problem

Solution

Features

For businesses that have outgrown spreadsheet-led finance