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Do you love modelling forecasts with Excel but hate =vlookup(IF(AND(C2>=C4,C2<=C5),C6,C7) * (SOME+CRAZY+FORMULA)
(B4:OFFSET(B4,0,E2-1)))/IF(AND(C2>=C4,C2<=C5),C6,C7) * SUM(B4:OFFSET(B4,0,E2-1)))?
Us too...
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Our visual scenario builder helps CFOs create multiple, concurrent "what if" scenario plans with just a few clicks.
No more formula chasing. Our click-through scenarios graph each calculation - one step at a time.
Not all of your clients speak spreadsheet. Present complex decision paths in a visual, intuitive, step-by-step framework.
Monitor transactions and track daily progress towards company goals. Set KPis and project future cash flow events.
Everything about our approach to building financial projections is unique. Hang on... Prepare to have your mind blown.
One-of-a-kind. Use our visual scenario builder to connect over fifty pre-built Events to model projections.
Create multiple scenarios in seconds
Intuitive, step-by-step financial calculations
Visually present cause-and-effect relationships
whatifi integrations include QBO, Xero, Freshbooks, Netsuite and a growing list of API data feeds
Connect a Chart of Accounts to speed up modelling
Import or link directly to Excel or Google Sheets
Plaid, Google Maps, Yahoo Finance and more
We've done the math. Connect calculation Events and use existing templates instead of chasing formulas.
Capture and report far more than just a number
Create custom Events specific to your niche
Use or create a template to rapidly model client questions
"There has always been a black box aspect to Financial Planning software. At the end of the day, it is all math. (whatifi) has a very simple, and easy to follow, logical path."
Too many options can be overwhelming. Use Goal and KPI Events to filter and compare select outcomes.
Add KPI calculations at multiple decision points
Show clients where and when their cash flow is at risk
Sort "what ifs" by financials or sentiment ratings
No more "let me get back to you". Build and share highly interactive, real-time "what if" scenarios
Ability for clients to safely test their own assumptions
Compare multiple concurrent scenarios
Communicate more clearly than with spreadsheets
"So fast. When I first saw this, I said, "game changing." Everything laid out in natural, cause-and-effect, step-by-step relationships. Once you wrap your head around it, the value is so obvious"