Everything You Need to Project and Plan Your Finances
Here are the features that put SaaS Proforma heads and shoulders above that financial projection spreadsheet template
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Income Statement UI
It’s Time to Retire The Spreadsheet
You know the one–the spreadsheet.
The behemoth that you rely on for the most important part of your business, your financials.
The one that’s likely getting too big to even open anymore, that you’re constantly trying to track down who has the latest version of when you’re trying to run reports for your investors and board members.
Whether you're deep into your current spreadsheet woes or a founder who hasn't found their financial projection solution quite yet, SaaS Proforma is the financial projection software that will set your SaaS business up for success.
Your Spreadsheet Can't Do This
Accuracy
Eliminate spreadsheet errors that come with overly complex formulas and linked sheets.
Adaptability
Quickly adjust your business model and assumptions without having to continually rebuild the structure of your spreadsheet model.
Access
Centralize the access and management of all versions of your financial models and budgets.
Accuracy
Eliminate spreadsheet errors that come with overly complex formulas and linked sheets.
Adaptability
Quickly adjust your business model and assumptions without having to continually rebuild the structure of your spreadsheet model.
Access
Give the right access to the right people, without worrying about too much sensitive information floating around outside of your organization.
Complexity
Handle complex recognition issues over time, like amortization and depreciation of assets, contract renewals, and more.
Financial and Sales Projections
Manage balance sheets, income statements, and cash flow, and easily dig into financial data with a quick click.
Dashboard and Reports
Nail that pitch with reporting package for BOD meetings, investor updates, and planning meetings, as well as the ability to create custom dashboards with key business metrics that will help you keep an eye on key trends.
Sales Projections
Model any type of recurring or non-recurring software or service contract and forecast projections for each type. And, utilize fields sales, inside sales, partner sales, or self provisioning channels and make custom combinations of any of them to reflect your go to market plans.
Contract Management
‍Standardize contract management and ensure accurate financial projections with the ability to easily create multiple contract templates and individually manage renewal projections. And, get a crystal clear picture of your financial future with views into the backlog value of existing contracts.
Employee Compensation
Get a one-stop view of each employee's compensation changes across salary, benefits, annual raises, and more over time, plan for annual raises and benefit changes into the future, and quickly add hiring projections across all key areas of the business.
Monthly Close
Automate the monthly close process with QuickBooks and payroll systems, keep up to date views for "Planned vs. Actual" reporting, quickly highlight key deviations in the model to properly adjust go forward plans, and keep a constant eye on cash and burn rate.
Scenario Planning
Solidify your go-to-market plans and annual budgets with the ability to easily create multiple scenarios for both, ensuring that your business is ready for anything and everything.
Out-of-the-Box Integration
Easily integrate with your QuickBooks account for quick access to projection vs. actual comparisons
Your Financial Future Awaits
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