FINANCE PROCESS automation SIMPLified
Fast & Easy Cash Flow Automation
Save hours by automating Cash Flow Consolidation, Forecasting and Reporting without new software or impacting existing systems.
how it works
Free Ready-to-Use Cash Flow Automation Template
We develop easy-to-use process automation templates and spreadsheet models to help Finance teams, SMEs, micro-SaaS and start-ups save hours of work, reduce errors and make better decisions.
Download our Free Cash Flow Automation Template built by a Treasury expert with 15+ years in Finance. Full video guide to get you started.
“I’ve helped FTSE 250, SMEs and start-ups automate key financial processes and save money and time. Now I’m giving you the tools I wish every business had from day one.”
Control Your Cash Flow
Smart process automation for consolidation, forecasting and analysis made simple.
Connect Your Data
Ready to Use Finance Automation Template
Quick deployment without software installation. Intuitive user interfaces and video guides.
Just connect your data and let the embedded automation run consolidations and forecasting for you.
Made for SMEs & Start-ups to Help You Grow
Many SMEs find Treasury Management Systems uncessarily complex and costly.
We help bridge the gap in Cash Flow Visibility and Automation with ready to use automation solutions tailored to SMEs’ needs.
Industry-Specific Finance Process Automation
Finance Process Automation for industry specific use-cases remains underdeveloped. We offer powerfull and fully-customizable tools to address unique cash flow challenges and specific automation needs across key verticals.
Built by finance & treasury experts
Master Your Cash Flow
Stop wasting hours in manual cash flow consolidation and forecasting.
Plug-and-Play excel without impacting your existing systems.
Download instantly. No catch. Just pure value.
Cash Flow Monitoring
Add up to 15 entities and currencies. Multi-currency support and consolidation.
Forecasting
Get a rolling Cash Flow Forecast up to 13 weeks
Currency Exposure
Control your currency exposure.
Get results
Process Automation Without Hassle
Eliminate repetitive tasks and focus on what really matters, optimizing your cash flow to grow.
success stories
What the Experts Say!
Our vision is to democratize process automation for SMEs by offering ready-to-use, flexible and powerful automation templates and models. Embrace digital transformation without the headaches.
James Malm
CFO, Growth-stage SaaS company
The cash flow automation we need, without the headaches.
We reduced 8 hours of reporting to just 30 minutes a week — without needing a treasury system.
Bob Sunders
Finance Director, UK-Based Tech SME
A great balance between powerfull automation and easy-to-use interfaces.
This saved us days of work every month. It’s the simplest, most effective cash visibility tool we’ve used.
Steve Newman
Start-up CEO
The Cash Flow Automation model start-ups need.
This Cash Flow automation template helped us forecast our cash flow position and prepare for our next funding round.
Ready to Start?
Get your Free Cash Flow Forecasting Template built by a Treasury expert with 15+ years of experience in Finance.