The startup offers a planning and controlling software that provides visualizations for financial management, including liquidity calculations and scenario analysis. This tool enables small and medium-sized companies to quickly establish a system for effective financial oversight, enhancing clarity in their financial situations.
Funding
$2.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many small and medium-sized businesses (SMBs) struggle with financial management due to the complexity and time investment required to create and maintain effective planning and controlling systems. Relying on manual processes and spreadsheets leads to errors, inefficiencies, and a lack of real-time insights into their financial health. This makes it difficult to make informed decisions, secure funding, and maintain financial stability.
Solution
Companyon provides a cloud-based controlling and analysis software designed to simplify financial planning, analysis, and reporting for SMBs. The platform automates the extraction and transformation of accounting data, presenting key performance indicators (KPIs), financial statements, and forecasts through an intuitive dashboard. Users can quickly generate budgets, forecasts, and scenario analyses, enabling proactive management of cash flow and profitability. By integrating data from various sources and automating reporting processes, Companyon empowers businesses to gain immediate clarity over their financial situation, improve decision-making, and secure their financial future.
Target Audience
Companyon is designed for small and medium-sized businesses across various industries seeking to streamline their financial planning, controlling, and reporting processes.
Features
- Automated data import from accounting systems (e.g., Datev)
- Customizable dashboards for real-time monitoring of KPIs
- Budgeting and forecasting tools with scenario planning capabilities
- Automated generation of financial statements (BWA, balance sheet)
- Cash flow planning and liquidity forecasting
- Graphical analysis and data visualization
- KPI analysis with target range monitoring
- Multi-entity consolidation
- Role-based access control
- Excel export and import