Transform chaotic financial data into crystal-clear insights with real-time CFO optics and AI decision engine
Operations management platform for market research organizations
Stage
Startup
MVP
Founded
2025
Not given
Based in
US
Not given
Pricing model
Contact for pricing
Freemium
Pricing
Not given
Starter $99/month, Professional $249/month, Business $499/month, Enterprise custom pricing. All plans billed monthly with no long-term commitment. PanelRoster is in early access and requires joining the waitlist.
Key features
Real-time cash flow tracking and 13-week runway forecast
Profit and loss analysis by product, customer, or region
Working capital cycle management to free up trapped cash
Automatic variance alerts with root cause analysis
Six-month rolling forecast with stress testing
Priority scorecard scoring issues by cash impact and urgency
Subscription health and unit economics tracking
Sales pipeline analysis with conversion tracking
Cap table, fundraising dilution, and valuation modeling
Over 100 accounting and payment system integrations
Live progress tracking per quota cell
Quality control with complete review history for every respondent
Recontact database for managing respondent history
Log respondents from any device
Verified professional profile building for interviewers
Advanced workflows and approvals
Comprehensive reporting and dashboards
Operational analytics and insights
What makes it different
Industry-specific financial analysis instead of generic templates
AI-powered pattern recognition from twenty years of financial expertise
Plain English explanations instead of accounting jargon
Action-focused recommendations with reasoning
Fractional CFO service included in platform access
Unified platform for agencies, suppliers, and interviewers to coordinate
Real-time visibility across all project and quota cells without chasing updates
Free tools including Resolve for operational issue tracking and auditing
Capitalista
PanelRoster