About Kordis

This startup provides a platform that offers real-time KPI tracking and simplified forecasting, enabling businesses to make data-driven decisions quickly. It functions as a Fractional CFO-as-a-service, streamlining financial analysis and strategic planning.

```xml <problem> Startups and SMBs often struggle with complex financial data scattered across multiple systems, making it difficult to track KPIs, create accurate forecasts, and make informed strategic decisions. Traditional methods involving spreadsheets are time-consuming, prone to errors, and lack real-time visibility, hindering effective financial planning and analysis. </problem> <solution> Kordis offers a cloud-based Financial Planning & Analysis (FP&A) platform designed to simplify financial management for startups and SMBs. The platform integrates directly with accounting systems like QuickBooks and banking partners via Plaid to provide a centralized dashboard for real-time KPI tracking, financial modeling, and variance analysis. Kordis enables users to create multiple business scenarios, generate cash flow forecasts using machine learning, and produce visual reports for stakeholders, facilitating data-driven decision-making and strategic planning. The platform also caters to Fractional CFOs, enabling them to improve workflow and increase client satisfaction. </solution> <features> - Real-time KPI dashboard for tracking key financial metrics across various systems - Cloud-based financial modeling software for projecting different business scenarios - Direct integrations with QuickBooks, Plaid, Square, and Ramp for automated data syncing - Machine learning-based forecasting for generating 13-week cash flow projections - Variance analysis tools for comparing actual performance against financial plans - Customizable data mappings for aligning financial categories with organizational needs - Cash flow calendar view for visualizing daily cash flow changes - Role-based access control for managing user permissions and data security - Automated email digests of key performance indicators - Excel keyboard shortcuts for efficient spreadsheet work within the cloud-based platform </features> <target_audience> Kordis primarily targets startups, small and medium-sized businesses (SMBs), fractional CFOs, and financial consultants seeking to streamline financial planning, improve data visibility, and make informed strategic decisions. </target_audience> <revenue_model> Kordis operates on a subscription-based model, offering two tiers: Growth at $100 per month and Pro at $250 per month, with the latter providing unlimited organizations and members. </revenue_model> ```

What does Kordis do?

Where is Kordis located?

Kordis is based in City of New York, United States.

When was Kordis founded?

Kordis was founded in 2022.

Location

City of New York, United States

Founded

2022

Employees

15 employees

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Kordis

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Executive Summary

kordis.io 300+

Founded 2022 – City of New York, United States

Funding

No funding information available.

Team (15+)

No team information available.

Company Description

Problem

Startups and SMBs often struggle with complex financial data scattered across multiple systems, making it difficult to track KPIs, create accurate forecasts, and make informed strategic decisions. Traditional methods involving spreadsheets are time-consuming, prone to errors, and lack real-time visibility, hindering effective financial planning and analysis.

Solution

Kordis offers a cloud-based Financial Planning & Analysis (FP&A) platform designed to simplify financial management for startups and SMBs. The platform integrates directly with accounting systems like QuickBooks and banking partners via Plaid to provide a centralized dashboard for real-time KPI tracking, financial modeling, and variance analysis. Kordis enables users to create multiple business scenarios, generate cash flow forecasts using machine learning, and produce visual reports for stakeholders, facilitating data-driven decision-making and strategic planning. The platform also caters to Fractional CFOs, enabling them to improve workflow and increase client satisfaction.

Features

Real-time KPI dashboard for tracking key financial metrics across various systems

Cloud-based financial modeling software for projecting different business scenarios

Direct integrations with QuickBooks, Plaid, Square, and Ramp for automated data syncing

Machine learning-based forecasting for generating 13-week cash flow projections

Variance analysis tools for comparing actual performance against financial plans

Customizable data mappings for aligning financial categories with organizational needs

Cash flow calendar view for visualizing daily cash flow changes

Role-based access control for managing user permissions and data security

Automated email digests of key performance indicators

Excel keyboard shortcuts for efficient spreadsheet work within the cloud-based platform

Target Audience

Kordis primarily targets startups, small and medium-sized businesses (SMBs), fractional CFOs, and financial consultants seeking to streamline financial planning, improve data visibility, and make informed strategic decisions.

Revenue Model

Kordis operates on a subscription-based model, offering two tiers: Growth at $100 per month and Pro at $250 per month, with the latter providing unlimited organizations and members.