Data & settings
Where the numbers come from, your business type, and where to send the report.
What this is
Where the system reads your numbers (your accounting systems), what business type you are (it drives the model levers), and how often to send the report. Set it once — it runs itself.
Where we read the numbers · accounting systems
QuickBooks Online sign-in button
✓ connected
Xero sign-in button
Connect
NetSuite keys
Connect
Sage Intacct keys
Connect
1C (OData) keys
Connect
Google Sheet — manual P&L
Connect
Stripe
Connect
Data syncs continuously; the full model recomputes monthly when the books close, or on demand.
Business type · drives the model levers ?Auto-detected from your data; you can override. SaaS levers = customers/price/churn; store = orders/basket; services = hours/rate.
Construction
Plan & company access
Today, Performance, governed Forecast versions, Scenarios, Cash · 13w, Assumptions, Business model, Excel & Sheets, Reports and investor sharing — on every paid plan. Plans differ by legal entities, never by removing features.
Solo $599/mo
Team $1,499/mo
Practice — up to 5 client books $1,995/mo
Enterprise Custom
Unlimited company collaborators — Admin / Viewer. Investor or lender access is a separate read-only context — invite an external viewer, or share one approved report with an expiring link.
Where to send the report
Digest
Budget (annual plan)
Reporting
Valuation jurisdiction
Reporting currency