CFO Insights

Know your cash low point before {{it arrives.}}

CFO Insights builds the 13-week cash forecast, the flux and the margin story from a data warehouse included with the platform. Every number is grounded in a NetSuite record.

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13 weeks

Cash flow forecast

Every

Number tied to a record

Excel

and PowerPoint output

Included

Data warehouse

What it does

Everything {{CFO Insights}} handles.

Cash forecast

13-week cash forecast

Collections modeled from real payment behavior. The low point is flagged with the moves to protect it.

Grounded

Grounded numbers

Every figure traces back to a specific NetSuite record. No guessing on financials.

Board-ready

Excel and PowerPoint out

Board-ready workbooks and decks, not screenshots.

Warehouse

Data warehouse included

No separate analytics warehouse or connectors to buy.

More sources

More than NetSuite

Bring in Shopify, Klaviyo, GA4 and other sources next to NetSuite.

Asks first

Asks before it assumes

Missing or partial data is flagged and you decide how to treat it.