Hadaly provides a cloud‑native SaaS platform that ingests accounting data via secure API connectors and delivers real‑time CFO‑grade dashboards, peer‑group benchmarking, and scenario‑based forecasting for SMBs and professional advisors. Users can generate on‑demand valuation reports, confidential information memoranda, and financing packages, while built‑in recommendation engines flag cost‑optimization and cash‑flow risks; the service meets SOC 2 and ISO 27001 security standards.
Funding
Funding not disclosed
Founders
Product
Problem
Small and mid‑size businesses, as well as professional advisory firms, often lack affordable access to CFO‑level financial analysis, benchmarking, and valuation tools, making it difficult to make data‑driven strategic decisions or prepare bank‑ready financing packages.
Solution
Hadaly offers a cloud‑native SaaS platform that delivers real‑time financial performance dashboards, industry benchmarking, and scenario‑based forecasting with the rigor of a chief financial officer. The system ingests accounting data via secure API connectors, normalizes metrics, and continuously updates key performance indicators. Users can generate on‑demand deliverables—including valuation reports, confidential information memoranda, and financing packages—through a self‑service portal. Built‑in recommendation engines flag cost‑optimization opportunities and cash‑flow risks, while a network analytics layer lets professional firms aggregate insights across multiple client entities. All data are stored under SOC 2 and ISO 27001 compliance, ensuring enterprise‑grade security.
Target Audience
Primary customers are entrepreneurs and SMB owners seeking CFO‑level insights, and professional advisors (business brokers, accountants, M&A consultants) managing multiple client companies.
Features
- Real‑time KPI dashboards with automated alerts for expense spikes, cash‑conversion gaps, and margin deviations
- Peer‑group benchmarking against 120+ comparable companies, including revenue‑per‑employee and gross‑margin analytics
- Scenario modeling engine that supports multi‑year forecasting, sensitivity analysis, and valuation tracking
- On‑demand document generation (valuation, CIM, financing packages) with CFO‑grade formatting and audit trails
- Secure accounting‑software integrations (e.g., QuickBooks, Xero) via RESTful APIs for automatic data sync
- Role‑based access control and end‑to‑end encryption meeting SOC 2 Type 1/2 and ISO 27001 standards
- Network‑level analytics dashboard for professional firms to monitor portfolio performance and consolidate client reports