Financial clarity for
modern businesses

Upload your data and see exactly where your business stands in minutes.

Upload Financial Data

Drag and drop XLS, XLSX or CSV files here

Sync with your accounting software

Secure, read-only access. Disconnect anytime.

Financial clarity, without the complexity

finlyfi helps founders and operators understand cash flow, profit and runway — without spreadsheets or accounting expertise.

From hours to minutes

Upload a CSV or connect your accounts to see your cash position, profit, and runway in minutes — not days.

Decisions, not data

Focus on what matters: cash inflows and outflows, profitability, burn and runway — clearly explained and easy to act on.

Forecast with confidence

See where your business is heading. Forecast 30–180 days ahead, compare scenarios and identify risks before they impact cash flow.

Under 5 minutes
Average time to first live dashboard
15+ hours saved
Per month on manual reporting and spreadsheets
500+ businesses
Use finlyfi to track cash flow and forecasts

See it in action

Live dashboards that turn cash flow, performance, and forecasts into clear decisions.

UI

Dashboard

Revenue
$854,210
+12.95%
Compared to last month
Expenses
$423,550
+8.8%
Compared to last month
Net Profit
$430,660
+20.0%
Compared to last month
Cash Flow
$310,590
-2.0%
Compared to last month
Cash on Hand
$750,000
-0.04%
Runway: X months

Analytic

Revenue $473,580.99 Expenses $93,700.00
$80K$60K$40K$20K$0
Nov. 31 2023
Q1Q2Q3Q4Q1Q2Q3Q4

Insights

  • Revenue increased 12.95% vs last month

  • Staff expenses grew 5.8%

  • Cash Flow dropped slightly this week

  • Runway is decreasing based on current spending

Expenses by Category

Salaries
Rent
Marketing
Utilities

Profit Distribution

$430,660
Product A48.7%
Product B21.3%
Product C12.6%
Other Revenue17.4%

Transaction history

Product name Order amount Date Status Executed by
Product A+$6,00030/11/2025CompletedAcme Corp.
Marketing Service-$1,50029/11/2025CompletedGoogle Ads
Product B+$2,80029/11/2025PendingDelta Inc.
Utilities-$14029/11/2025CompletedSystem Auto-Debit
Subscription Fee-$18028/11/2025FailedStripe Billing

Choose the plan that fits your stage

Start simple. Scale with confidence.

Starter
Free

See your cash position in minutes

Upload CSV or Excel files
1 business · 1 user
Cash flow & P&L overview
Core KPIs
30-day forecast
Up to 5 insights per month
3 months of data history
PDF & CSV exports
Most Popular
Pro
$39/ month

Turn financial data into decisions

Everything in Starter
Xero & QuickBooks integrations
Full dashboards & KPIs
30–90 day forecasting + scenarios
Unlimited insights & alerts
Scheduled reports
Up to 3 team members
12 months of data history
Business
$99/ month

Operate with clarity at scale

Everything in Pro
Unlimited businesses & entities
Multi-entity & advisor views
90–180+ day forecasting
Custom scenario modelling
Advanced insights
Unlimited team members

Compare Plans

Feature
Starter
Free
Pro
$39/month
Business
$99/month
CSV / Excel upload
Accounting integrations
Banking connections
Businesses
1
1
Unlimited
Team members
1
3
Unlimited
Cash flow dashboard
P&L dashboard
KPI scorecard
Limited
KPI trends & comparisons
Forecast horizon
30 days
30–90 days
90–180 days
Scenario forecasting
AI insights & alerts
Limited
Unlimited
Scheduled reports
Data history
3 months
12 months
Unlimited
Multi-entity views
Included Advanced Not included

All prices in AUD