whatifi for Agencies and Fractional CFOs

Create and share "what if" financial scenarios with your clients - in minutes.

We help  Fractional CFOs visually model and share "what if" cash flow forecasts with their teams and clients  - all in real-time.

Screen grab of whatifi desktop version of the software

Innovating. whatifi was a top-five finalist
and participant in these fintech startup programs:

Planning to scale your business? Here are 90+ services and tools to automate your financial workflows.

Download our guide to 90+ digital software solutions and frameworks to help automate your business and set your finances up for scale.

Your guide is rocketing to you right shortly.
Oops! Something went wrong.
Why whatifi?

Visual, yet powerful features

Everything about our approach to building financial projections is unique. Hang on... Prepare to have your mind blown.

Save Time - Ridiculously Fast Setup

Not yet a Level 17 Excel Ninja...? No problem.

Quickly connect one of our 20+ pre-built business logic "Events" to visually model multiple startup "what if" scenarios.

Build scenarios in seconds - not hours.

"Spreadsheets are great, but I love the visual part of whatifi. It is so much easier to create and present a scenario that my clients can actually understand."

Shellie M.
SaaS Founder / Former CFO - Vancouver, Canada

Compare Outcomes in Real-Time

"Great question.... let me get back to you..," you said...

Or, use whatifi. Help your clients compare countless "what if" forecasts, interactively. In real-time. Never say "let me get back to you" again.

"We're a SaaS startup. Everything is an unknown. EVERYTHING! Runway. CAC. Pricing. Staffing. Now we can map out our options and see where the different paths take us. Kind of like a choose-your-own-adventure book!"

Hussein G.
Startup Incubator Program Manager - Austin, USA

Truly Follow the Numbers

Ever had to chase a formula? Not with whatifi.

Use our industry-first decision-tree-like interface to step through every possible transaction and calculation.

We're more like a database than a spreadsheet. Show your clients exactly where and how a key decision impacts the health and profitability of their business.

"We now offer forecasting as an e-commerce add-on service. We quickly build and then share models with our 30+ clients. One-time setup. They can play with the numbers. We bill monthly. Boom."

Bill M.
Fractional CFO - Sydney, Australia
Articles & News

Our articles on Analytics, Visualization, and the future of Finance

We've got some passionate feelings on the subject of decision-making, scenario planning and how best to visualize those options.

Gestr - Hardware is Hard - Chapter 1

The startup grind is hard. Launching a hardware startup... even more of a challenge. Cashflow. Investment. Product runs. CoGS. Supply chain. Ad spend. Returns. Go-to-market. In this first of an ongoing series, we follow Tony Donaj and his journey as he builds a plan to bring Gestr - a wearable device that tracks hand movement to interact with your smartphone - to market.

Case Studies
5
 min read

ROAS - How To Control Your Ad Spend While Growing Your E-Commerce Store

Understanding your DTC ad spend is hard. For many people, advertising is simply the cost of doing business - something to throw money at to make sales and hope for the best. But if you dig deeper to understand the math, you can increase revenue, cut costs, and gain a better understanding of your business. Learn through a hypothetical case study why it's important, and what you need to do to get your ROAS back on track.

Case Studies
5
 min read

The Great VFX Ramp Up: Forecasting, Revenue, Capacity and Artist Needs Post Writer's Strike

Visual Effects went from the mad content rush of the CoVid boom to an unprecedented phase of uncertainty and challenge. Massive industry layoffs and deep cuts followed as studios braced for the extended post-production drought. Even after the strikes finished, the industry has been slow to rebound. Superhero projects are flailing. The Amazons and the Netflixes are holding back on new projects - the stock market is demanding profitability over growth - and the result is that VFX studios have had to cut even deeper.

Case Studies
5
 min read

Planning to scale your business? Here are 90+ services and tools to automate your financial workflows.

Download our guide to 90+ digital software solutions and frameworks to help automate your business and set your finances up for scale.

Your guide is rocketing to you right shortly.
Oops! Something went wrong.