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SaaS · Finance

Financial Forecaster

Lightweight three-statement forecasting with runway visibility — no full FP&A stack required.

finmod.jonssonassociates.com

Phase 1 MVP · Live

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Positioning

A lightweight three-statement forecasting tool aimed at founders and operators who want runway visibility without standing up a full FP&A stack. Currently labelled Phase 1 MVP.

What it does

Builds an income statement, balance sheet, and cash flow over a 12 to 36 month horizon from a single set of line items, drivers, and scenario overrides. Models recurring (seven frequencies) and one-time costs, supports driver-multiplied and percent-of-line amount types, applies federal C-corp plus per-state taxes with minimum franchise floors, and reports cash, average burn, runway, and twelve-month net income on the dashboard. Aggregates roll up cleanly across weekly, monthly, quarterly, and yearly views.

Surfaces

  • Home
  • Dashboard
  • Income
  • Balance
  • Cash Flow
  • Drivers and Assumptions
  • Scenarios
  • Import
  • Settings

Inputs & outputs

Imports a saved .json snapshot or an .xlsx workbook (requires a Line Items sheet with name, section_label, amount, kind columns) and CSV via PapaParse. Exports a six-sheet .xlsx workbook (Income Statement, Balance Sheet, Cash Flow, Drivers and Assumptions, Line Items, Meta) and a full ForecastDB .json snapshot. Seed dataset is the Acme Insights, Inc. sample.

Open Financial Forecaster

finmod.jonssonassociates.com