GINI

Practical finance planning for SMBs: forecast cash, benchmark, and track KPIs
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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

Review summary

Features

  • Bank, accounting, CRM, and payment integrations
  • Real-time dashboard with custom metrics and targets
  • Market and competitor benchmarking
  • Predictive performance insights
  • Cash flow and runway projections
  • Scenario planning and what-if modeling
  • KPI scorecards and automated alerts
  • Divisional and segment P&L reporting
  • Risk register with likelihood/impact scoring
  • Advisory-ready reporting packs

How It’s Used

  • Onboarding and data consolidation across systems
  • Weekly finance standup with live dashboards
  • Board and investor update preparation
  • Pricing change and discount impact analysis
  • Hiring plan validation and runway checks
  • Sales pipeline and conversion forecasting
  • Unit economics and customer cohort review
  • Multi-location or product line performance review
  • Lender or grant compliance reporting
  • Risk identification, mitigation, and monitoring

Plans & Pricing

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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