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r/smallbusinessuku/Lamprey-Jaykishan15 days agoPosts

cash flow forecasting software uk options that actually work for a growing business?

95% match

im currently trying to clean up our financial planning for the rest of the year and our current spreadsheet setup is just not cutting it anymore. it takes way too much time to manually update everything and im terrified of making a formula error that messes up our projections. im looking for the best cash flow forecasting software uk businesses actually use and recommend. we need something that integrates cleanly with tools like xero or quickbooks and can handle multiple scenarios so we can plan out hiring and inventory changes without the headache. i keep seeing a few different platforms pop up online but id love some honest feedback from people who actually use them daily before pulling the trigger on a subscription.

xero forecasting

r/xerou/RangerTim56787 months agoPosts

Can Graphly.ai pull data from Xero? Or is there a better dashboard tool for financial forecasting and cashflow?

92% match

I’ve hit a wall trying to get a clear answer on this one. I can’t find anything definitive on whether Graphly.ai can actually pull data directly from Xero for dashboards and analytics. All I’m trying to do is get a clean dashboard that shows things like: recurring income confirmed / probable / possible revenue breakeven analysis rolling 12-month cashflow forecasting visual charts and monthly summaries I’ve attached screenshots of the kind of layout and reporting I’m trying to achieve. At the moment, it all sits in a monster spreadsheet. It works, but I’d much rather have something automated that syncs the numbers from Xero instead of manually updating everything. So… Does Graphly.ai integrate with Xero at all? If not, what’s the best Xero-friendly dashboard/forecasting alternative that can handle revenue categories, scenarios, and cashflow forecasting like this? Can replace the charts shown in my screenshots? Any advice or real-world experience would be massively appreciated. https://preview.redd.it/s4o15j3al65g1.png?width=1380&format=png&auto=webp&s=9f2b9af52423d903ee71abbfe114a02697ea1f56 https://preview.redd.it/dk64w8wcl65g1.png?width=1280&format=png&auto=webp&s=48766ba3805669b64f5e4b651457c71badc3bfd6 https://preview.redd.it/hjbt7c9hl65g1.png?width=1137&format=png&auto=webp&s=230513a6d40007162b70c05db4d8157a49a8dfb8

xero forecasting

r/fintechu/enbafeya year agoPosts

Best Alternatives for Bank & Investment Account Aggregation - Plaid is too expensive

91% match

Hey everyone, I’m looking for a reliable way to connect to bank and investment accounts to fetch read-only financial data (balances, transactions, holdings, etc.). While Plaid is a well-known option, I’m curious about alternative providers that offer good coverage and competitive pricing. Ideally, I’m looking for a solution that: Supports Canadian and US banks + investment platforms Provides read-only financial data securely Has a developer-friendly API with good documentation Offers flexible pricing for startups Any recommendations? Thanks in advance! 🙌

plaid alternative

r/growmybusinessu/Bulky-Economy-6746a month agoPosts

First fractional CFO. When does this actually pay back at sub-$1M revenue?

90% match

B2B SaaS, $48k MRR, 6 of us. Books are clean, taxes are filed by an outside accountant, cash is flowing. But I notice I don't actually understand my unit economics at the level I should, and two pricing decisions in the last year were probably suboptimal because I was reading my P&L wrong. What I'm looking at. Fractional CFO at 8-12 hours a month for $2,800-4,400 monthly. Some structure as a 3-month ""diagnostic"" engagement at higher rates and then taper. The pitch is they set up real reporting, model cash flow, run scenario planning, manage the accountant relationship. What's making me hesitate. At our size, am I actually generating decisions a fractional CFO can be leveraged against. I make pricing and hiring calls. I do not do M&A or fundraising at the scale where the standard CFO ROI math applies. The counter-argument I keep coming back to. I have been winging financial decisions for 3 years and the wing has gotten less precise. The cost of being slightly wrong on a pricing decision at $48k MRR is bigger than the cost of being slightly wrong at $4k MRR. The fractional cost might already be lower than the cost of my next undercaught mistake. before i commit, i'm putting together a 5 slide brief in gamma to send the three fractional CFOs i'm interviewing. our P&L, our unit economics as i understand them, the two pricing decisions i think i got wrong, the questions i want answered in the first 90 days. ai presentation tool plus a board deck template forces me to write down what i actually need from this hire before i let them tell me what i need. the same brief is going to be useful for me whether or not i hire any of them, because forcing the slides made me notice gaps in my own understanding i hadn't named yet. For folks who hired a fractional CFO at sub-$1M revenue - what was the actual trigger. And what did they do in the first 90 days that you couldn't do yourself with discipline and templates. The ""you need a CFO when..."" advice always seems to come from people who hired theirs at $5M+. The decision at the smaller end is harder to find honest answers about.

hourly fractional cfo

r/smallbusinessowneru/The_possessed_YT3 months agoPosts

What are good financial tools for a small medium business in 2026?

90% match

We're at about 55 employees and I feel like our finance setup hasn't changed since 2019. Still on quickbooks, still exporting csvs, still building reports in excel. It works but it takes forever and I know there are better options now and want to switch. Im not looking for enterprise stuff like netsuite, more mid market tools that actually work for a company our size. What are people using for accounting, reporting, forecasting and general financial management in 2026?

quickbooks forecasting

r/smallbusinessu/humblerat774 years agoPosts

Recommendations.for a budgeting and forecasting tool? bonus points for QuickBooks integration.

90% match

As title says, do you have a recommendation? I'm looking for no or low fee if an app. Or a killer excel file. Something that can just help us a out without it becoming a huge expense itself. Thanks

quickbooks forecasting

r/smallbusinessu/LegitimatePower6 years agoPosts

Dashboards and Forecasting that Integrates with Xero?

90% match

Are any of you doing cash flow forecasting, reporting, planning, modeling with a tool that is NOT Xero, but integrates into it? Xero's dashboards and planning,as well as their data visualizations, are not that great. I'd love to hear what folks are doing to manage this stuff.

xero forecasting

r/xerou/moHalim993 months agoPosts

How do you handle the "are we okay?" question from clients?

85% match

Curious how other Xero users deal with this. I work with small business owners who almost never log into Xero themselves. Their version of financial visibility is texting their bookkeeper once a week going "can we cover payroll?" or "are we okay for next month?" The bookkeeper then has to open Xero, check the bank balance, cross-reference outstanding invoices and upcoming bills, mentally estimate what's actually going to land vs. what's overdue, and then reply with some version of "yeah you're fine" or "actually we need to talk." I've been trying to automate that specific moment. Not a full forecasting tool or a dashboard, just the binary answer: are you fine for the next 60 days, or is there a specific bill that's going to cause a problem? Built something that connects to Xero via OAuth (read-only), pulls invoices, bills, and bank balance, factors in reconciliation status, and spits out a single verdict. Genuinely curious though, for those of you who do this manually today, what does your process look like? Is the 60-day window even the right timeframe, or do most clients only care about the next 2 weeks?

xero forecasting

r/AccountingSuccessu/PowerTrades2 years agoPosts

Cash Forecasting Tools for QuickBooks Online ?

85% match

Anyone have any recommendations for a cash forecasting tool that works in QuickBooks online ? I am trying to speed up my monthly forecasting with possibly using QuickBooks Online tools . Drop a link if you have a recommendation.

quickbooks forecasting

r/Bookkeepingu/babybaboo926 years agoPosts

Using Xero but need more budgeting and forecasting tools

85% match

Hey guys, I work for a SaaS start up and am in charge of financials and bookkeeping. When I started we were using Xero for bookkeeping but now that we are growing and have funding, we need to do more budgeting (specifically weekly) and real time reports. Xero only lets me do monthly budgeting and the Brex integration is not great. All of our staff use Brex for their expenses and company related software subscriptions so having a good integration would be great. I am thinking about switching to Quickbooks which seems to have more budgeting and reporting tools. But is there any other options or integrations I could use with Xero so I do not have to make the switch over. Specifically we want to see if people are overspending weekly. How much each department is spending etc.

xero forecasting

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