Financli is a financial planning and analysis platform that centralizes budgeting, forecasting, and data analysis workflows. The platform provides an intuitive interface with features designed to help users make data-driven financial decisions more efficiently.
Funding
Funding not disclosed
Founders
Product
Problem
Many businesses, especially startups and small businesses, struggle with inefficient financial planning and analysis due to disparate tools and manual processes. This can lead to inaccurate forecasting, poor budgeting, and difficulty in making data-driven decisions. Existing solutions are often too complex or expensive for smaller organizations.
Solution
Financli is a financial planning and analysis (FP&A) software platform designed to centralize budgeting, forecasting, and data analysis workflows, enabling businesses to make informed financial decisions. The platform provides tools for sales forecasting, financial ratio tracking, project evaluation, inventory analysis, and digital marketing budget management. Financli also offers interactive financial dashboards, variance reports, loan calculation and scheduling, interactive scenario management, and sensitivity analysis. The software helps businesses monitor cash flow, track income and expenses, and generate financial statements.
Target Audience
Financli targets small businesses, startups, financial advisors, and non-profit organizations seeking to streamline their financial planning and analysis processes.
Features
- Sales forecasting with unit-wise analysis, year-wise tabs, and revenue forecasting by month and year
- Financial ratio tracking for liquidity, profitability, safety, and efficiency
- Project evaluation using NPV, IRR, and payback period
- Inventory forecast analysis with detailed reports on inventory items and accounts
- Digital marketing budget module to track spending and optimize marketing campaigns
- Interactive financial dashboards for tracking income, expenses, and investments
- Variance reports for P&L, balance sheet, and cash flow
- Loan calculation and scheduling
- Interactive scenario manager for exploring different business outcomes
- Sensitivity analysis to assess the impact of changes in key variables
- Depreciation and amortization schedule
- Cash flow statements
- Startup cost calculation