Monthly board narrative
In-app reviewA plain-English read on what moved this month — runway, NRR, margin, sales efficiency — with the source lines cited. Reviewed and approved in your workspace inbox.
Delivered via your workspace inbox
Connect once, refresh forever
- What you do
- Connect your accounting system and set an opening cash balance. That's the whole setup.
- What Ataski does
- Pulls your P&L, billing and pipeline on a monthly cadence and rebuilds the forecast automatically — Slack and Stripe are optional power-ups.
- Why you can trust it
- Connections are read-only and scoped; nothing is written back to your books, and you can revoke access any time.
Demo data — every form submission is intercepted.
QuickBooks connected
Opening cash set
Stripe linked
Forecast live — 14 months runway
Daten & Einstellungen
Woher die Zahlen kommen, Ihr Geschäftstyp und wohin der Bericht geht.
Was das ist
Woher das System Ihre Zahlen liest (Ihre Buchhaltungssysteme), welcher Geschäftstyp Sie sind (er steuert die Stellhebel des Modells) und wie oft der Bericht versendet wird. Einmal einrichten — dann läuft es von selbst.
Woher wir die Zahlen lesen · Buchhaltungssysteme
QuickBooks Online Anmelde-Button
✓ verbunden
Xero Anmelde-Button
Verbinden
NetSuite Schlüssel
Verbinden
Sage Intacct Schlüssel
Verbinden
1C (OData) Schlüssel
Verbinden
Google Sheet — manuelle GuV
Verbinden
Stripe
Verbinden
Daten synchronisieren laufend; das komplette Modell wird monatlich neu berechnet, wenn die Bücher abgeschlossen sind, oder auf Anforderung.
Geschäftstyp · steuert die Stellhebel des Modells ?Automatisch aus Ihren Daten erkannt; Sie können ihn überschreiben. SaaS-Hebel = Kunden/Preis/Abwanderung; Handel = Bestellungen/Warenkorb; Dienstleistungen = Stunden/Satz.
Reporting
What you get
Exports & delivery
Every monthly refresh produces board-ready artefacts. Approve a narrative and it ships on your chosen channel; export the model to a spreadsheet any time. Below is exactly what lands in your inbox, Slack, and downloads.
Forecast workbook
.xlsxThe full 12-month model with live formulas: assumptions, monthly P&L, every saved scenario, and the macro benchmark snapshot.
Delivered via one-click download
Quarterly board pack
PDFA board-ready deck draft with exec summary, the metrics on this dashboard, a Q&A simulator, and a promise ledger checking prior commitments. (Board-pack tier.)
Delivered via one-click download
On-demand runway check
Slack /runwayType /runway in Slack to trigger a fresh refresh and get the headline back in seconds — no dashboard trip required.
Delivered via Slack slash command
Forecast workbook (.xlsx)
One-click download. Live formulas — scenario multipliers drive the dependent revenue rows, so a board member can flex assumptions in Excel.
Assumptions
Monthly P&L
Scenarios
Cohorts
Macro
| Line | Apr 26 | May 26 | Jun 26 | Jul 26 |
|---|---|---|---|---|
| Revenue | 150,000 | 153,200 | 156,800 | 160,900 |
| COGS | (33,000) | (33,700) | (34,500) | (35,400) |
| Gross profit | 117,000 | 119,500 | 122,300 | 125,500 |
| Operating expense | (172,000) | (173,400) | (175,100) | (176,900) |
| Net burn | (22,000) | (20,700) | (18,900) | (16,500) |
| Ending cash | 290,000 | 269,300 | 250,400 | 233,900 |
Preview · Monthly P&L sheet · figures from the Northbridge sample