Finmark Financial Planning and Analysis Software for Startups and SMBs

What is Finmark?

Finmark provides a comprehensive financial command center tailored for startups and small-to-medium-sized businesses (SMBs). It automates financial planning and analysis by integrating with various accounting, payroll, and billing systems like Quickbooks, Xero, Stripe, Gusto, and ADP. This integration allows for real-time data synchronization, automatically updating actuals against budgets without manual entry, saving significant time on data reconciliation.

The platform enables users to analyze their business holistically through customizable reports and dashboards, visualizing key metrics for better insights. It supports robust scenario planning, allowing businesses to model different financial outcomes based on various assumptions and compare them directly. Finmark also facilitates collaborative financial management, offering a single source of truth for teams and stakeholders to manage, share, and provide feedback on financial plans while controlling access to sensitive information.

Features

Real-time Data and Analysis: Automatically syncs actuals from integrated systems for up-to-date financial reporting.
Scenario Planning: Create, manage, and compare multiple financial models and assumptions.
Collaborate and Share: Provides a single platform for teams and stakeholders to manage and share financial plans securely.
Centralized Budgeting: Compare budgets to actuals automatically and streamline reporting.
Automated Hiring Planning: Forecast headcount needs and impacts by syncing with payroll systems.
Customizable Metrics and Dashboards: Generate visual reports and operational dashboards for key business insights.
Integration Suite: Connects with accounting (Quickbooks, Xero), payment (Stripe), and payroll (Gusto, ADP) systems.

Use Cases

Streamlining financial planning and analysis for founders and small businesses.
Providing strategic financial insights for mid-sized businesses.
Automating budget vs. actuals reporting for month-end close.
Modeling financial scenarios for fundraising and strategic decision-making.
Forecasting headcount needs and payroll expenses.
Collaborating on financial plans with internal teams and external stakeholders (e.g., investors, accountants).

FAQs

Can I connect Finmark to my existing software?

Yes, Finmark integrates with accounting software (Quickbooks, Xero), payment processors (Stripe), and payroll systems (Gusto, ADP) to automate data syncing.
How does Finmark handle scenario planning?

Finmark allows you to create and manage multiple financial plans (scenarios) based on different assumptions and compare them directly within your dashboard.
Is Finmark suitable for collaborative work?

Yes, Finmark is designed for collaboration, providing a single platform to manage and share financial plans with internal and external stakeholders, with controls over data access.
How does the hiring plan feature work?

It syncs with your payroll system to keep headcount updated and uses dynamic plans and drivers to automatically show how hiring decisions impact your overall financial model.
How is pricing determined?

Pricing is custom-tailored based on your current annual revenue, with plans including unlimited users, integrations, and scenarios. A free trial is available to get started.