What is a SaaS board pack and what should it include?

A SaaS board pack is the monthly or quarterly report a company sends to its board of directors and investors. It typically includes: ARR and MRR with growth deltas; the MRR movement waterfall (new, expansion, contraction, churn); 3-way financials (P&L, balance sheet, cash flow); cash runway and burn; unit economics (NRR, GRR, CAC payback, LTV:CAC); pipeline and sales target attainment; customer cohorts; a hiring plan; and the CEO's narrative covering wins, watch items, asks of the board. A typical investor-ready board pack for a UK SaaS company is 15-25 pages.

How much does a fractional CFO cost in the UK?

UK fractional CFOs typically charge £3,000-£8,000 per month depending on company stage, engagement scope, and whether reporting tooling is included. ScaleWithCFO engagements start at £3,000/month and include the board pack platform, monthly close support, strategic calls, pre-board review and ongoing CFO availability via direct calendar access. Month-to-month, no minimum contract.

Do I need a fractional CFO or just a reporting tool like Causal, Cube or Abacum?

A reporting tool alone (Causal, Cube, Abacum, Mosaic) gives you a model and dashboards but no human to interpret the numbers, build the narrative, or sit with you before the board meeting. A fractional CFO alone gives you the human but often relies on spreadsheets that drift out of sync. ScaleWithCFO combines both: a 3-way reporting platform plus ongoing CFO support - pre-board review, investor narrative, fundraising prep, and strategic calls when you need them.

Who is Constantin Botnari?

Constantin Botnari is a CIMA-qualified fractional CFO and the founder of ScaleWithCFO. He works with UK SaaS, AI and tech founders running companies with £500k-£15M revenue. He is a Xero Certified Advisor and has built ScaleWithCFO's own 3-way reporting platform, used inside every engagement. Several of his founder engagements have run 3+ years.

What stage of company is ScaleWithCFO built for?

UK SaaS, AI and tech founders running companies with £500k-£15M annual revenue. Typical clients are post-revenue but pre-finance-hire - too big for an accountant alone, too small to justify a full-time CFO. Many are preparing for a Series A or B round, planning a strategic exit, or scaling past £1M ARR and needing investor-grade reporting.

How quickly can I have my first board pack?

First board pack typically takes 3-6 weeks from kickoff: week 1 is Xero connection, account mapping, and a clean-up pass on the chart of accounts; weeks 2-3 build the 3-way model and assumptions; week 4 is the first dry-run board pack with you; weeks 5-6 produce the first board-ready pack for distribution.

What is a 3-way integrated financial model?

A 3-way financial model links the profit & loss, balance sheet and cash flow into one model that always reconciles. Every assumption - sales targets, hiring, working capital, fundraising - flows through all three statements automatically. Cash is the balancing item on the balance sheet. The cash flow statement is derived from balance sheet movements, so by construction the model never "breaks."

Does ScaleWithCFO sync with Xero?

Yes. One-click Xero OAuth pulls in the trial balance, P&L and balance sheet by month. Account mappings are reviewed with you and locked, so monthly closes are repeatable. QuickBooks is supported. Stripe and HubSpot sync are available for revenue and pipeline data.

Can I build a board pack in Excel instead?

You can - most founders start there. The problem is version control, broken formula links, manual reconciliation between P&L and cash flow, and the 8+ hours of prep before each board meeting. ScaleWithCFO removes those tax steps: actuals stream in from Xero, the model recalculates on every assumption change, and the board pack regenerates as a versioned PDF in two clicks.

What happens on the discovery call?

30 minutes, no pitch. Constantin reviews your current numbers (you share P&L or read-only Xero access), walks you through what your board pack would look like in the platform, and gives an honest read on whether the engagement is the right fit. You leave the call with a clearer view of your finance picture whether or not you work with ScaleWithCFO.

Fractional CFO + Board Pack Platform for UK SaaS Founders

Investor Dashboard

FY 2026 · Actuals through Apr 2026 · Forecast May 2026 onwards

Current ARR

£1.27M +15.0%

MRR £105,939

Net New ARR

£165.8k

12-month trailing

Gross Margin

82.4%

+2.1pp QoQ

Rule of 40

47

Growth 28% · Margin 19%

Runway

18.4 mo

£441k cash · £24k burn

ARR Trend

By product · Actual vs forecast

Cash Runway

Cash on hand · Fundraising events flagged

ARR Bridge

New · Expansion · Churn · Net

Sales vs Target

New ARR booked against monthly target

Customers

187 +12

+12 new · 3 churned this month

NRR

118%

GRR 94%

Avg ACV

£6,810

+4.2% YoY

CAC Payback

11 mo

Q1 cohort

Spending by Department

R&D · Sales & Marketing · Customer Success · G&A

P&L Summary

Revenue · Gross Profit · EBITDA over time

MRR Schedule

Customer-level recurring revenue · 187 customers · £105,939 MRR

Acme Industries Ltd

£2,400

£2,800

Northwind Group plc

£5,200

Stellar Health

£980

£1,470

£1,960

Quantum Labs

£3,200

-

churned

-

Helios Energy

£1,800

Orion Financial Services

£0

£8,500

Vertex Software

£2,100

Cascade Marketing

£640

Riverside Logistics

£4,200

£4,800

Sigma Robotics

£1,200

Total MRR (187 customers)

£94,210

£96,440

£98,710

£101,200

£103,640

£105,939

£108,300

£110,920

MRR Movements

New · Expansion · Contraction · Churn

Customer Cohort Retention

Net dollar retention by signup quarter

MRR Build - by Product

Stacked monthly recurring revenue · Product mix evolution over time

Revenue Model

ARR waterfall · Per-product economics · Sales target tracking

Opening ARR

£1,132,440

1 Jan 2026

New ARR (YTD)

£172,800

28 new customers

Churned ARR

-£36,960

6 logos

Ending ARR

£1,271,268

Apr 2026 · +12.3% YTD

ARR Bridge Waterfall (YTD)

Opening → New → Expansion → Churn → Closing

Revenue Mix by Product

% of monthly recurring revenue

Per-Product Sales Targets (FY 2026)

Per-product ARR target with cohort-based renewal & churn modelling

Product	Billing Mix	ACV	Annual Target	YTD Booked	Renewal Rate	Forecast EoY	Status
Platform - Core	80% annual · 20% monthly	£8,400	£480,000	£148,200	92%	£472,800	on track
Analytics Add-on	100% annual	£3,600	£140,000	£18,000	88%	£128,400	-8%
API Access	100% monthly	£1,200	£80,000	£6,600	n/a	£72,000	-10%
Enterprise SLA	100% annual	£24,000	£240,000	£72,000	95%	£252,000	+5%
Total	-	-	£940,000	£244,800	-	£925,200	-

Cohort Retention Heatmap

% of original ARR retained · By customer signup quarter · Darker green = better retention

Forecast - P&L

Fully integrated 3-way model · Actuals roll into forecast seamlessly · Period: FY 2026

Revenue · Gross Profit · EBITDA

Monthly trend · Actual through Apr · Forecast May onwards

Revenue Mix by Product

Stacked monthly revenue contribution

Actual Forecast All values in £, rounded to nearest £.

P&L Line	Jan 26	Feb 26	Mar 26	Apr 26	May 26	Jun 26	Q3 26	Q4 26	FY 26
Revenue
Platform Licences	61,200	62,400	63,800	65,100	66,800	68,400	211,400	231,800	1,030,900
Analytics Add-on	11,400	11,800	12,200	12,400	12,800	13,200	40,800	44,200	198,800
API Access	5,200	5,400	5,500	5,600	5,800	6,000	18,400	20,200	92,100
Enterprise SLA	14,400	16,800	16,800	16,800	16,800	19,200	57,600	62,400	220,800
Professional Services	3,800	4,200	2,800	4,600	4,000	4,200	13,500	14,800	51,900
Total Revenue	96,000	100,600	101,100	104,500	106,200	111,000	341,700	373,400	1,594,500
Cost of Sales
Hosting & Infrastructure	-9,800	-10,200	-10,400	-10,800	-11,000	-11,400	-35,200	-38,400	-164,800
Customer Success Staff	-6,800	-6,800	-6,800	-7,200	-7,200	-7,200	-21,600	-21,600	-92,400
Third-party APIs	-1,200	-1,250	-1,280	-1,300	-1,350	-1,400	-4,300	-4,700	-20,180
Total COGS	-17,800	-18,250	-18,480	-19,300	-19,550	-20,000	-61,100	-64,700	-277,380
Gross Profit	78,200	82,350	82,620	85,200	86,650	91,000	280,600	308,700	1,317,120
Gross margin %	81.5%	81.9%	81.7%	81.5%	81.6%	82.0%	82.1%	82.7%	82.6%
Operating Expenses
Salaries (Sales & Marketing)	-22,400	-22,400	-22,400	-24,200	-24,200	-24,200	-72,600	-72,600	-285,000
Salaries (R&D)	-26,800	-26,800	-26,800	-28,400	-28,400	-28,400	-85,200	-85,200	-336,000
Salaries (G&A)	-11,400	-11,400	-11,400	-12,200	-12,200	-12,200	-36,600	-36,600	-144,000
Marketing & Advertising	-4,200	-4,600	-5,200	-5,400	-5,600	-5,800	-17,200	-18,400	-66,400
Software & Subscriptions	-3,200	-3,250	-3,300	-3,350	-3,400	-3,450	-10,400	-10,600	-40,950
Office & Operations	-2,800	-2,800	-2,800	-2,900	-2,900	-2,900	-8,700	-8,700	-34,500
Professional Fees	-2,400	-1,800	-2,200	-2,000	-2,200	-2,200	-6,600	-6,800	-26,200
Total OpEx	-73,200	-73,050	-74,100	-78,450	-78,900	-79,150	-237,300	-238,900	-933,050
EBITDA	5,000	9,300	8,520	6,750	7,750	11,850	43,300	69,800	384,070
EBITDA margin %	5.2%	9.2%	8.4%	6.5%	7.3%	10.7%	12.7%	18.7%	24.1%
Below the Line
Depreciation & Amortisation	-2,400	-2,400	-2,400	-2,400	-2,400	-2,400	-7,200	-7,200	-28,800
Interest Expense	-650	-650	-640	-640	-630	-620	-1,820	-1,750	-7,400
Corporation Tax (estimate)	0	0	0	0	0	0	0	-12,200	-12,200
Net Profit	1,950	6,250	5,480	3,710	4,720	8,830	34,280	48,650	335,670

Assumptions

Compare Base · Upside · Downside side-by-side · Every assumption is editable, every change flows through the model

Base Case

Active

Annual sales target£940,000

Avg ACV growth+4%

Renewal rate92%

Headcount EoY22

Cost inflation3.5%

EoY ARR£1.69M

FY 26 EBITDA£384k

Cash EoY£612k

Runway from cash27 months

Upside Case

Stretch

Annual sales target£1,250,000

Avg ACV growth+8%

Renewal rate95%

Headcount EoY26

Cost inflation3.5%

EoY ARR£2.04M

FY 26 EBITDA£521k

Cash EoY£894k

Runway from cash34 months

Downside Case

Stress test

Annual sales target£640,000

Avg ACV growth+1%

Renewal rate84%

Headcount EoY19

Cost inflation5.0%

EoY ARR£1.31M

FY 26 EBITDA£127k

Cash EoY£312k

Runway from cash14 months

Cash Trajectory - All Scenarios

Cash balance under Base, Upside, Downside

ARR Trajectory - All Scenarios

ARR build under each scenario

Headline Comparison - End of FY 2026

Side-by-side metric comparison across scenarios

Pipeline

£487k weighted pipeline · 24 active deals · Weighted by stage probability

Weighted Pipeline

£487,200

24 deals · avg £20.3k

Won This Quarter

£148,400

11 deals · 84% to plan

Avg Cycle

38 days

vs. 42 last quarter

Win Rate

31%

Last 90 days

Qualified 8

Meridian Bio

Platform Core£12k

Vortex Trading

Enterprise£36k

Bluepeak Logistics

Platform Core£8.4k

Lattice Health

Analytics£14.4k

Proposal 6

Helios Energy

Enterprise£48k

Apex Manufacturing

Platform Core£18.6k

Nimbus Cloud

API Access£9.6k

Negotiation 4

Orion Financial

Enterprise SLA£72k

Quantum Labs (R2)

Platform Core£24k

Stellar Health

Analytics£18k

Closed Won 11

Northwind Group

Enterprise · Apr£62.4k

Riverside Logistics

Platform · Mar£14.4k

Cascade Marketing

Platform · Feb£7.7k

Pipeline Funnel

Conversion through stages · Last 90 days

Leads

248100%

£3.1M

Qualified

17872%

£2.2M

Proposal

11948%

£1.5M

Negotiation

7932%

£974k

Closed Won

4518%

£560k

Sales Velocity

Monthly new ARR vs target

Runway Calculator

Model your cash position, burn and runway under different growth and hiring scenarios

Current Cash

£441,470

Apr 2026

Net Burn (3mo avg)

£24,000

Operating cash flow basis

Runway

18.4 months

to Oct 2027

Cashflow-Positive

Aug 26

in 4 months

Cash Trajectory

Monthly cash balance · solid = actual, dashed = forecast

Inputs & Levers

Drag to test sensitivity

Monthly new ARR target£18,500

Headcount EoY22

Avg payroll on-cost17.2%

Marketing spend / month£5,200

Fundraise (Q3 26)£1,200,000

Budget

Annual budget by department · Actual vs plan · Variance tracking

Total Budget (FY26)

£1,210,400

across 6 departments

YTD Spent

£372,580

30.8% of annual

Forecast EoY

£1,189,800

£20.6k under budget

Variance

-1.7%

below plan

Department	Annual Budget	YTD Actual	YTD Budget	Variance	Forecast EoY	vs Plan
R&D	420,000	136,800	140,000	+3,200	414,800	+5,200
Sales & Marketing	356,000	114,200	118,667	+4,467	348,400	+7,600
Customer Success	112,400	34,800	37,467	+2,667	110,100	+2,300
G&A (Finance/Legal/HR)	178,000	56,200	59,333	+3,133	173,800	+4,200
Technology / Hosting	112,000	40,800	37,333	-3,467	118,400	-6,400
Office & Operations	32,000	10,200	10,667	+467	31,200	+800
Total	1,210,400	392,000	403,467	+11,467	1,196,700	+13,700

Budget vs Actual - by Department

FY 2026 YTD

Spend Mix

Share of total annual budget

Working Capital

Trade debtors, creditors, deferred income · Days outstanding · Cash conversion

Trade Receivables

£82,400

DSO 32 days

Trade Payables

£28,200

DPO 38 days

Deferred Income

£218,600

Future revenue billed

Cash Conversion Cycle

-6 days

negative = positive WC

Working Capital Line	Jan 26	Feb 26	Mar 26	Apr 26	May 26	Jun 26	Jul 26
Trade Receivables (AR)	68,200	74,400	78,600	82,400	85,800	89,400	93,200
DSO (days)	33	33	33	32	32	32	32
Trade Payables (AP)	22,800	24,400	26,200	28,200	29,800	31,400	33,000
DPO (days)	38	38	38	38	38	38	38
Deferred Income	184,200	198,400	208,800	218,600	228,400	238,800	248,200
Accruals	16,400	17,200	17,800	18,600	19,200	19,800	20,400
Prepayments	8,400	8,600	8,800	9,000	9,200	9,400	9,600
VAT Liability	12,800	16,200	0	4,800	9,800	14,200	0
Net Working Capital	-159,400	-173,400	-164,800	-181,400	-192,200	-204,400	-198,800

AR / AP / Deferred Income

Monthly trend

Cash Conversion Cycle

DSO − DPO − Deferred days · Lower = better

Mapping

Xero Chart of Accounts → P&L & BS lines · 142 accounts mapped · 0 unmapped

Xero Code	Xero Account Name	Type	P&L Category	P&L Line	Pre-payment	Accrued	Cash / Final
200	Sales - Licence Fees	P&L	Revenue	Platform Licences	Deferred Income	Trade Debtors	Bank
205	Sales - Analytics Add-on	P&L	Revenue	Analytics Add-on	Deferred Income	Trade Debtors	Bank
210	Sales - Enterprise SLA	P&L	Revenue	Enterprise SLA	Deferred Income	Trade Debtors	Bank
310	Hosting & Infrastructure	P&L	Cost of Sales	Hosting & Infrastructure	Prepayments	Accruals	Bank
400	Wages - R&D	P&L	Payroll	Salaries (R&D)	-	PAYE & NIC	Bank
410	Wages - Sales & Marketing	P&L	Payroll	Salaries (S&M)	-	PAYE & NIC	Bank
500	Marketing & Advertising	P&L	Operating Expenses	Marketing & Advertising	Prepayments	Accruals	Bank
510	Software & Subscriptions	P&L	Operating Expenses	Software	Prepayments	Accruals	Bank
700	Depreciation	P&L	D&A	Depreciation & Amortisation	-	-	-
090	Bank Account - HSBC	BS	Assets	Bank	-	-	-
610	Accounts Receivable	BS	Assets	Trade Debtors	-	-	-
800	Accounts Payable	BS	Liabilities	Trade Creditors	-	-	-

Customers

187 active customers · 28 new this quarter · 6 churned · Contract-level detail

Active Customers

187

+12 vs last month

New (QTD)

28

£172.8k ARR added

Churned (QTD)

6

£36.9k ARR lost

Avg ACV

£6,810

+4.2% YoY

Customer	Product	Billing	ARR	Signed	Renews	Owner	Status
Acme Industries Ltd	Platform Core + Analytics	Annual upfront	33,600	14 Feb 2025	14 Feb 2027	SMS. Mitchell	Active
Northwind Group plc	Enterprise SLA	Annual upfront	62,400	22 Jan 2025	22 Jan 2027	JKJ. Kim	Active
Stellar Health	Platform Core	Annual upfront	17,640	03 Jan 2025	03 Jan 2027	LRL. Romero	Active
Quantum Labs	Platform Core	Annual upfront	38,400	08 Mar 2024	-	SMS. Mitchell	Churned
Helios Energy	Platform Core	Monthly	21,600	11 Aug 2024	Rolling	DHD. Hassan	Active
Orion Financial Services	Enterprise SLA + API	Annual upfront	102,000	02 Feb 2026	02 Feb 2027	JKJ. Kim	Active
Vertex Software	Platform Core	Annual upfront	25,200	18 Apr 2025	18 Apr 2027	DHD. Hassan	Active
Riverside Logistics	Platform Core	Quarterly	57,600	10 Sep 2024	10 Sep 2027	LRL. Romero	Active
Cascade Marketing	Platform Core	Monthly	7,680	20 May 2025	Rolling	SMS. Mitchell	Active
Sigma Robotics	Platform Core	Annual upfront	14,400	05 Jun 2025	05 Jun 2027	DHD. Hassan	Active

Customer Growth

New · Churned · Net new logos per month

ARR by Customer Segment

Enterprise · Mid-Market · SMB

Customer Geography

By country · % of total ARR

🇬🇧

United Kingdom

£788k · 62%

🇺🇸

United States

£229k · 18%

🇩🇪

Germany

£114k · 9%

🇳🇱

Netherlands

£76k · 6%

🇫🇷

France

£38k · 3%

🌍

Rest of World

£26k · 2%

People & Hiring Plan

Current Team

10

Employees & contractors

Planned Hires

4

FY26-FY28 pipeline

Monthly Payroll Now

£81,332

Current team only

Next Hire

Jul '26

Mid-Market AE

Full Headcount / yr

£1,266,648

When all hires are in

Hires by Month

May '26

Jun '26

Jul '26 · Today

Mid-Market AE

Sales & Marketing

£62,000 /yr

Aug '26

Backend Engineer

Engineering

£78,000 /yr

Sep '26

FP&A Manager

G&A

£72,000 /yr

Oct '26

Nov '26

Marketing Lead

Sales & Marketing

£82,000 /yr

Dec '26

Jan '27

Current Team

View:

⊞

☰

EH

Emma Hartley

CEO

JP

James Patel

CTO

SM

Sarah Mitchell

VP Sales

DR

Daniel Reed

Lead Engineer

LR

Liam Robertson

Senior Engineer

AK

Anya Khan

Senior Engineer

JM

Jordan Moss

Account Executive

DH

Diya Hassan

Account Executive

FN

Freya Nielsen

Head of CS

MO

Marcus Owen

CSM

Role	Department	Start	Salary	Monthly Loaded	Status
+Mid-Market AE	Sales	Jul '26	£62,000	£6,045	Planned
+Backend Engineer	Engineering	Aug '26	£78,000	£7,605	Planned
+FP&A Manager	G&A	Sep '26	£72,000	£7,020	Planned
+Marketing Lead	Sales	Nov '26	£82,000	£7,995	Planned

💡

Department -> P&L mapping tells the forecast engine where payroll lands. Each department maps to a salary line in your Chart of Accounts. Edit the nominal code per person on the People & Hiring tab.

Departments -> Payroll Accounts

Department	Headcount	Monthly Payroll	Default Nominal Code	P&L Account	P&L Category
Engineering	4	£29,916	400	Wages - R&D	Payroll (R&D)
Sales & Marketing	3	£17,583	410	Wages - S&M	Payroll (S&M)
Customer Success	2	£10,000	420	Wages - CS	Payroll (COGS)
G&A	1	£11,667	430	Wages - G&A	Payroll (G&A)
Product (Planned)	0	-	440	Wages - Product	Payroll (R&D)

Per-Person Nominal Codes

Person	Department	Nominal Code	Override?
EHEmma Hartley	G&A	430	Default
JPJames Patel	Engineering	400	Default
SMSarah Mitchell	Sales	410	Default
DRDaniel Reed	Engineering	405	Custom
LRLiam Robertson	Engineering	400	Default
AKAnya Khan	Engineering	400	Default
FNFreya Nielsen	CS	420	Default
MOMarcus Owen	CS	420	Default

Import Data

Connect Xero or QuickBooks for live sync · Or import a Trial Balance / P&L & BS

XERO

Connected · synced 2 min ago

142 accounts, 187 customers · Auto-sync hourly

QUICKBOOKS

Not connected

One-click OAuth · 5-minute setup

STRIPE

Connected

Invoices, subscriptions, payouts

Or upload a file

Xero Trial Balance, P&L + BS export, or any monthly financial extract

Drop your Trial Balance here

or click to browse · .xlsx, .csv, .tsv up to 50MB

Team

6 members · Role-based access · SSO enabled

User	Email	Role	Last Active	Status
EHEmma Hartley	emma@acme.io	Owner	2 min ago	Active
JPJames Patel	james@acme.io	Admin	5 min ago	Active
FBFiona Brodie	fiona@acme.io	Editor	Today	Active
DSDevon Singh	devon@acme.io	Editor	Yesterday	Active
RLRachel Lawson	rachel@acme.io	Viewer	2 days ago	Active
+board@acme.io	(pending)	Viewer	-	Invited

Settings

Company, fiscal year, currency, branding · Master data & defaults

Company

Identity and reporting base

Company nameAcme SaaS Ltd

Companies House #12345678

CountryUnited Kingdom

Reporting currencyGBP (£)

Fiscal year startJanuary

Tax & Compliance

UK VAT, Corporation Tax, PAYE

VAT schemeStandard (quarterly)

VAT stagger groupGroup 1 (Mar/Jun/Sep/Dec)

Standard VAT rate20%

Corp Tax rate (small)19%

R&D credit claimedYes

Working Capital Defaults

Used as fallback when no per-contract value

Debtor days (DSO)32 days

Creditor days (DPO)38 days

Inventory days0 (SaaS)

Payroll on-cost17.2%

Pension auto-enrolment3.0%

Notifications

When to alert your team

Daily Xero sync

Monthly board pack ready

Variance alerts (>5%)

Runway < 6 months

Weekly digest email

	DIY reporting tool (Causal, Cube, Abacum)	Fractional CFO alone (via spreadsheets)	ScaleWithCFO CFO + platform
Integrated 3-way model (P&L, BS, CF)	✓	Depends on the CFO	✓
Auto-sync from Xero	✓	- manual exports	✓
MRR / ARR waterfall, cohorts, NRR	✓	Built per engagement	✓
Side-by-side scenario comparison	✓	Often in tabs	✓
Pre-board review by a CFO	✗	✓	✓
Investor narrative & fundraising prep	✗	✓	✓
Strategic calls when you need them	✗	✓	✓ - direct calendar access
UK GAAP / FRS 102 expertise	✗	Depends on CFO	✓
Monthly close as a managed process	✗	✓	✓
Typical UK pricing	£15-25k / year (tool only)	£4-8k / month (people only)	£3-8k / month, both included

A board pack your investors actually read.

Investor Dashboard

ARR Trend

Cash Runway

ARR Bridge

Sales vs Target

Spending by Department

P&L Summary

MRR Schedule

MRR Movements

Customer Cohort Retention

MRR Build - by Product

Revenue Model

ARR Bridge Waterfall (YTD)

Revenue Mix by Product

Per-Product Sales Targets (FY 2026)

Cohort Retention Heatmap

Forecast - P&L

Revenue · Gross Profit · EBITDA

Revenue Mix by Product

Assumptions

Base Case

Upside Case

Downside Case

Cash Trajectory - All Scenarios

ARR Trajectory - All Scenarios

Headline Comparison - End of FY 2026

Pipeline

Qualified 8

Proposal 6

Negotiation 4

Closed Won 11

Pipeline Funnel

Sales Velocity

Runway Calculator

Cash Trajectory

Inputs & Levers

Budget

Budget vs Actual - by Department

Spend Mix

Working Capital

AR / AP / Deferred Income

Cash Conversion Cycle

Mapping

Customers

Customer Growth

ARR by Customer Segment

Customer Geography

People & Hiring Plan

Import Data

Or upload a file

Drop your Trial Balance here

Team

Settings

Company

Tax & Compliance

Working Capital Defaults

Notifications

Constantin Botnari - fractional CFO for UK SaaS founders.

What changes when a founder gets a CFO and a real reporting platform.

Reporting tool, fractional CFO, or both?

Everything a SaaS founder needs to run finance, in one place.

3-way integrated model

Xero / QuickBooks sync

Customer-level MRR

Scenarios side-by-side

Board-ready exports

Continuous reconciliation

Three decisions the board makes - answered on three screens.

"Are we on track?"

"What if we…?"

"Where do we go from here?"

Connect what you already use.

What happens on the discovery call.

We look at your current numbers.

What your board pack would look like.

Honest answer - is it a fit?

Fractional CFO + board pack platform - your questions answered.

What is a SaaS board pack and what should it include?

How much does a fractional CFO cost in the UK?