For finance teams
Close the month. Report in minutes.
Your books, turned into statements, boards and updates, without copy and paste.
Connected to your books.
QuickBooks, Google Sheets, Excel or PDF, mapped into standard statements. You check every figure before it is saved, and the same mapping is reused next month.
- P&L, balance sheet, cash flow
- Every figure checked by you
- Month, quarter or year
Burn and runway, done. Then forecast.
Margins, burn and runway worked out the same way every period. Trends across months and quarters are ready for the board, with big swings flagged before anyone asks. Forecast cash, revenue, costs and profit from your actuals, or import your accountant's model, with best and worst cases side by side.
- Consistent definitions
- Trends across periods
- Flags on big swings
- Forecasts with best and worst case
Know which customers stay.
Upload customer revenue in any layout, or link the Google Sheet you already keep. Finvry finds the same customer written two ways, converts currencies at your own rates, and shows who stays, grows and leaves.
- Net and gross revenue retention, churn and cohorts
- Enterprise, mid-market and SMB, or your own segments
- Top and least performing customers, sectors and lifetime value
- Read again every day from the linked sheet
The annual report, ready to sign.
Directors and advisers, the report of the directors, accounting policies, the statements and notes with the full shareholding from your cap table. One click, in PDF or Excel, with your logo and the year before for comparison.
- US GAAP, IFRS or IFRS for SMEs policies
- Subsidiaries on their own pages and a consolidated group view
- Your accountants' own report included when reviewed or audited
Same numbers everywhere.
Boards, updates and the investor page use the figures you approved, and your forecast sits alongside them. Share any forecast with a private link and see who opened it. One source of truth, and a Data API when you want the same numbers in your own models.
- No copy and paste
- One source of truth
- Data API for your models
Form, file and stay compliant. Done for you.
Our team forms your LLC or C-Corp, gets your EIN, acts as your registered agent and files your state and IRS returns. You order and track everything inside Finvry, and reminders arrive before each deadline.
Same price on every plan, including Free. Provider and government filing fees included unless noted. See all services and prices →