Reform Finance provides a cloud platform that automates bookkeeping, invoicing, and cash‑flow forecasting for small and mid‑size businesses. By connecting to banking and accounting APIs, it imports transactions in real time, categorizes them, and offers a unified dashboard with financial metrics and role‑based access for secure collaboration.
Funding
Funding not disclosed
Founders
Product
Problem
Small and mid‑size businesses often spend significant time on manual bookkeeping, invoice creation, and cash‑flow tracking, leading to errors and delayed financial insight.
Solution
Reform Finance offers a cloud‑based platform that automates core accounting tasks such as bookkeeping, invoicing, and cash‑flow forecasting. The system connects directly to major accounting software and banking APIs, pulling transaction data in real time to keep financial records up to date. Automated workflows reduce manual data entry, while built‑in forecasting tools generate forward‑looking cash‑flow projections. Users can access a unified dashboard that visualizes key metrics, enabling quicker decision‑making without the need for separate spreadsheets or legacy tools.
Target Audience
Primary customers are small and mid‑size enterprises that need streamlined financial operations, including owners, finance managers, and accounting teams.
Features
- Automatic transaction import from leading banking APIs and accounting systems
- Real‑time bookkeeping engine that categorizes expenses and revenues without manual entry
- Customizable invoice templates with one‑click generation and electronic delivery
- Cash‑flow forecasting module that models future liquidity based on historical patterns and upcoming obligations
- Centralized financial dashboard presenting profit‑and‑loss, balance sheet, and cash‑flow summaries
- Role‑based access controls and audit logs for secure multi‑user collaboration