Your Pro Forma Financials in the Cloud
Cloud Financial Forecasting with discounted cash flow analysis, market valuation and brokerage services.

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Import Your Data with our Simple Integrations.

Import your data in one click with these helpful integrations to popular accounting applications, payment processors, and analytics apps.

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Import your Profit & Loss / Income Statements directly from QuickBooks.


Import your sales (and any expenses in Stripe) directly from Stripe.

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Import your sales and expenses directly from ProfitWell which includes all of the services that you can import into ProfitWell: Stripe, Chargify, Recharge, Braintree, Recurly, Chargebee,

Xero logo

Import your Profit & Loss / Income Statements directly from Xero.

Forecast Your Financials and View them in The Cloud.

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View Your Monthly Profit and Loss Statements.

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View Your Summary Pro Forma Financials.

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Export Your Financial Projections to Your Favorite Spreadsheet Application.

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Discover Your Present and Future Market Valuation.

This is an optional, complimentary, add-on if you are interested in obtaining a valuation for your company and/or planning the timing and desired price of a future liquidity event for your company. If you have a SaaS business or other online business, we have specialized partner-brokers who you can contact directly via the app. Our business brokers can provide you with an accurate valuation multiple based on actual historical sales data of comparative companies in your industry and provide brokerage services to you, if desired, to sell your SaaS or online business. The app will calculate your valuation using real-time data as an (A) present market value based on your company-specific multiple and also using (B) discounted cash flow (DCF) analysis (for all the MBAs out there)...

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Easily Mark Line Items as Seller Discretionary Expenses.



How it Works

Simple steps to forecast your financials..

  • Import Your Data

    Import up to five (5) years of your historical data from QuickBooks, Xero, Stripe, or ProfitWell.

  • Forecast Your Financials

    Forecast up to five years of your future sales in addition to the current year, forecast expenses and net income all at once, or one line item at a time. We provide you with monthly as well as annual summary pro formas.

  • Calculate Your Valuation (optional)

    Use our free valuation tools to calculate your present and future market valuation. Contact an online business broker through the app if you'd like to sell your online business.

  • DCF Valuation (optional)

    For you MBAs out there, we automatically calculate the present value of your business using discounted cash flow (DCF) analysis to obtain the present value of your future cash flow. This is a complimentary addon. Just choose your preferred WACC (weighted average cost of capital) and the app automatically calculates your DCF in real time. Amazing!

  • Contact a Broker to Sell Your Business (Optional)

    If you want to plan your exit, you can contact one of our partner brokers and easily share your financials with them. Brokers do all the work of finding a buyer for your company and providing you with a valuation multiple which you can enter into your model to obtain a valuation instantly.

  • Continue to
    Grow Your Business!