Financial clarity your board can act on.
We build management reporting, forecasting and cash flow planning for growing US companies — so the numbers explain themselves before anyone has to ask.
No long-term lock-in. Cancel or switch plans anytime.
Most businesses don't fail from a bad quarter. They fail from not seeing it coming.
Founders and operators are usually good at running the business. What most of them don't have is a system that tells them, early and clearly, when something is about to go wrong — a customer paying late, a burn rate that's crept up, a runway that's shorter than it looks on paper. By the time it shows up in the bank balance, the easy options are already gone.
An often-cited U.S. Bank finding puts a number on it: roughly 82% of small businesses that fail point to cash flow problems as the reason — not a bad product, not a bad market, just not seeing the numbers clearly enough, early enough.
That's the gap we close. Not a dashboard you have to log into and interpret yourself — a monthly discipline that catches the dip while there's still time to do something about it.
Without clear reporting
- You find out about a cash problem when it's already urgent
- Budget and hiring decisions get made on gut feel, not real numbers
- Board updates take days to assemble, and still raise more questions than answers
- Growth outruns what the business can actually support
With 360Finsight
- You see cash and runway risk months before it becomes a crisis
- Every budget and hiring decision is checked against a live forecast
- Board packs are ready before the meeting is scheduled, not the night before
- Growth decisions are backed by a number you can defend
12+
years average FP&A experience across the team
5 days
to a working first draft of your model
98%
of reporting packs delivered board-ready on first pass
30%
average reduction in month-end close time
Everything between your general ledger and a decision.
One connected practice covering reporting, forecasting and cash flow — built on top of the accounting software you already use.
Management reporting
Monthly management packs and plain-language variance commentary, delivered on a schedule you can plan around.
See what's includedFinancial analysis & KPIs
A live dashboard of the metrics that actually move your business, built around your specific drivers.
See what's includedCash flow forecasting
Rolling forecasts and cash flow projections that update as your business does, with scenarios built in.
See what's includedThis lands in your inbox. Not a login you have to remember.
No portal to check, no dashboard to teach yourself. Every month, a report built for your business — the KPIs that matter, what moved and why, in plain language next to every number.
- Built around your actual chart of accounts, not a generic template
- Plain-language commentary next to every number, not just a grid of cells
- Delivered the same day, every month — you can set your watch by it
- One page you can forward straight to your board, as-is
Your numbers stay yours
We don't share your data with anyone outside your own team, ever.
Your systems, not ours
We work inside the accounting software you already control — nothing is copied to a platform you don't own.
No long-term lock-in
Plain-language agreements, month to month after the first 60 days. Leave anytime.
Built for whoever's looking at the numbers.
The same reporting, read differently depending on your seat at the table.
You're closest to the business — but the numbers shouldn't need you to interpret them for everyone else.
See cash clearly
Know your position without opening a spreadsheet.
Decide with confidence
Hiring and spending calls backed by a forecast, not a gut check.
Walk in prepared
Every board meeting starts with the numbers already explained.
You keep the books clean. We turn that into forward-looking reporting your leadership can actually act on.
Offload the layer
Keep full ownership of the books; hand off reporting and forecasting.
A second set of eyes
Variance gets reviewed before it ever reaches leadership.
One less deliverable
A recurring report off your plate, every single month.
A report that answers the question before it gets asked in the meeting.
Consistent format
The same structure every month, so trends are easy to track.
The why, not just the what
Commentary explains what moved and why, every time.
Forecasts with teeth
Specific enough to hold the business accountable to.
Simple, transparent packages.
Priced in USD for US-based companies. Every plan includes a dedicated analyst and can grow with you.
Starter
Monthly reporting and a KPI dashboard, connected to your existing accounting system.
Compare all plansGrowth
Rolling forecasts, cash flow planning and a monthly variance review call.
Compare all plansScale
Weekly cash visibility, a dedicated senior analyst, and board-ready decks every quarter.
Compare all plans
Revenue grew 6.0% month-over-month, driven by two new enterprise contracts signed in the first half of August. Gross margin improved on lower COGS following the Q2 vendor renegotiation. Runway shortened slightly on increased hiring — flagged for review at the September board meeting.