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.
That's the difference forecasting makes — not more data, just enough warning to act.
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.
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 — 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 of hands-on FP&A experience behind every engagement
5 days
to a working first draft of your model
Board-ready
Every report is built to go straight into your board deck — no cleanup needed
Faster close
A systemized reporting cadence that speeds up month-end, not slows it down
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.
Simple, transparent packages.
Priced in USD for US-based companies, starting at $495/month. Four plans, plus one-time projects if you're not ready for an ongoing commitment.
Essentials
Monthly reporting and a KPI dashboard — no forecasting yet, just dependable numbers.
Compare all plansStarter
Everything in Essentials, plus a quarterly forecast check-in.
Compare all plansGrowth
Rolling forecasts, cash flow planning and a monthly variance review call.
Compare all plansScale
Weekly cash visibility and board-ready decks every quarter, for companies moving fast.
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.