Product Features

Sync with Quickbooks 

Sync Quickbooks with CFOfxn and create a standardized process for reporting and sharing financial information, budgets, forecasts, cash flow analysis, analytics and financial notes with investors, owners, board members, bankers and other stakeholders online.

Balance Sheet and Income Statement

Standardize monthly balance sheet and income statement reporting either by syncing automatically with Quickbooks or uploading an Excel file.  Automatically map accounts and save it for standardized reporting.  Share results online or easily export to Excel to create customized reporting packages.  
Report at the company level, subsidiary or division level and consolidate all or part of your reporting units simply by selecting desired companies.
Provide access to specific division financial information to operational personnel to create ownership, independence and accountability over financial performance.

Budget and Forecast

Standardize, automate and share online the budgeting and forecasting process.  
Report at the company level, subsidiary or division level and consolidate all or part of your reporting units simply by selecting desired companies.
Provide access to specific division budgets and forecasts to operational personnel to build your business plan and strategy from the ground up efficiently and effectively.

Cash Flow

Standardize, automate and share online the cash management process.    
Understand your business beyond operating results- understand the impact of operating results, collections process, vendor management, capital expenditure investments, investor transactions and debt financing on your cash flow.

Analytics 

Paint a picture of your business finances for bankers, investors and other stakeholders through the analytics module and its trend graphs.  Monitor the pulse of your business through tracking of key financial metrics and ratios.

Financial Notes

Document key business trends, to do items, strengths, weaknesses, opportunities, threats and non financial data in this module. 
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