CFO - How to video guide



Getting started



Data loading


Setting up your data model

Coming soon

Coming soon

Multi period data loading from Excel

Add data to exiting data model

Entering closing equity into the data model


Using the One Page Scorecard


One page scorecard overview

Balancing your balance sheet in the one page scorecard

Performing what ifs


Creating future projections


Preparing annual budget 

Importing monthly income statement budgets 

Preparing budget with year to date financials

Budgeting capital expenditure and cash flow

Preparing monthly budgets

Depreciation Capex and cashflow