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
Datos y ajustes
De dónde salen las cifras, tu tipo de negocio y a dónde enviar el informe.
Qué es esto
De dónde lee el sistema tus cifras (tus sistemas de contabilidad), qué tipo de negocio eres (determina las palancas del modelo) y con qué frecuencia enviar el informe. Configúralo una vez — funciona solo.
De dónde leemos las cifras · sistemas de contabilidad
QuickBooks Online botón de inicio de sesión
✓ conectado
Xero botón de inicio de sesión
Conectar
NetSuite claves
Conectar
Sage Intacct claves
Conectar
1C (OData) claves
Conectar
Google Sheet — P&L manual
Conectar
Stripe
Conectar
Los datos se sincronizan de forma continua; el modelo completo se recalcula cada mes al cerrar los libros, o cuando lo pidas.
Tipo de negocio · determina las palancas del modelo ?Se detecta automáticamente de tus datos; puedes cambiarlo. Palancas SaaS = clientes/precio/cancelación; tienda = pedidos/ticket; servicios = horas/tarifa.
Informes
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