Open GINI, connect your bank accounts, accounting system (QuickBooks, Xero), payment processors, and CRM. The setup wizard matches your chart of accounts and cleans vendor names so your numbers line up on day one. Pick the metrics you care about—runway, burn, net revenue, gross margin, CAC, collection time—and pin them to a single view. Add targets, define alert thresholds, and schedule a weekly digest so the right people see shifts before they become surprises.
Use the market workspace when you’re planning changes. Select your industry and stage, then compare pricing, growth rates, churn, sales efficiency, and margin ranges against current benchmarks. Tag direct competitors you track and drop in your latest results; GINI highlights gaps and momentum. Export a one-page snapshot for your deck, or attach the analysis to a go-to-market plan, complete with notes on positioning and risks you’ve flagged.
Build a forward view in minutes. Start with last month’s actuals, then add drivers: hiring plan, pipeline conversion, lead volume, contract terms, seasonality, and payment timing. Create base, stretch, and downside scenarios, and watch cash, runway, and covenant headroom update instantly. Toggle assumptions like discounting, price increases, or delayed receivables to see the impact on liquidity. Lock the plan, invite budget owners to own their lines, and reforecast after each close; daily bank syncs keep variances visible and actionable. more
Essential
$40.00 per month
Users: 1
Edit Access Users: Unlimited
View Only Users: Unlimited
Quickbooks connections: Unlimited
Xero connections: Unlimited
Cash flow forecasting: Unlimited
Headcount planning: Unlimited
Scenario Planning: Unlimited variables
Expert advisory sessions: 30-minutes
Valuation templates
Email
Chat: In-app chat
Onboarding Support
Digital Cfo
$400.00 per month
Includes features of Essentials plan, plus
Expert advisory sessions: 5 hours/month
Pitch deck templates
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