Financial Planning & Analysis
Can we make it to our next milestone?
You're making decisions about hiring, fundraising, and scaling, but you're flying blind on whether your cash will last. Verified Metrics connects directly to your accounting system and delivers real-time runway tracking, expense visibility, and scenario planning. Run your business with confidence instead of constantly second-guessing your numbers.
30-minute walkthrough.
No commitment.
Your spreadsheet is already out of date. Our data never is.
.png)
The questions that keep founders up at night.
Answered in real-time, not next quarter.
When will we run out of cash?
❌ Pain Point
You're making decisions about hiring, spending, and growth, but your spreadsheet is two weeks out of date. Startups don't know if they'll make it to their Series A closing. Profitable businesses can't tell when seasonal dips or expansion plans will strain cash flow. By the time the spreadsheet updates, it's too late to adjust.
✓ How Verified Metrics Helps
Verified Metrics calculates live runway from bank data and the GL. Shows months remaining based on current burn rate, updated automatically as cash moves. Get alerts when runway drops below safe thresholds. Know exactly when you hit cash zero, whether you're managing toward your next funding milestone or planning capital investments.
What if our plan changes?
❌ Pain Point
You need to test different scenarios quickly. Pivots, delayed funding, slower revenue growth, expansion plans, new hires. But rebuilding your financial model takes days and decisions can't wait. The board meeting is tomorrow and you still don't have answers.
✓ How Verified Metrics Helps
Verified Metrics runs instant scenario analysis for revenue, expenses, and cash changes. Ask "What's our runway if revenue drops 20%?" or "What if we delay this hire by 3 months?" or "What happens if we expand to a new location?" Get immediate answers with full calculation transparency. No spreadsheet rebuilding required.
Where are we making or losing money?
❌ Pain Point
You can't tell which parts of your business are actually sustainable. Startups don't know if they're spending $5 to generate $1 of revenue or building efficient growth. Established businesses can't identify which products, services, or customer segments are dragging down profitability. Revenue looks healthy, but you're not sure where to double down or cut losses.
✓ How Verified Metrics Helps
Verified Metrics Scorecard measures growth efficiency (dollars of revenue added per dollar of cash burned) and tracks key financial metrics by business line. See immediately if you're at 0.2x (burning cash inefficiently) or 1.0x+ (capital efficient), and whether efficiency is improving or deteriorating over time. Identify profitable segments and unprofitable drags before they kill your business.
How do I prepare for financial review?
❌ Pain Point
You're about to show financials to investors, banks, auditors, or potential acquirers, but you're worried about accounting errors or aggressive choices you didn't catch. Startups see fundraising fall apart when diligence uncovers issues. Established businesses lose acquisition deals or bank covenants because books weren't audit-ready.
✓ How Verified Metrics Helps
Verified Metrics runs an automated Beneish M-Score on your financials, flagging manipulation risk and accounting quality issues across 8 financial ratios. Catch receivables inflation (DSRI), margin quality problems (GMI), and asset quality issues (AQI) before external reviewers do. Show up prepared, whether it's investor due diligence, bank review, audit, or acquisition talks.
Are we becoming less dependent on outside funding?
❌ Pain Point
You've raised multiple funding rounds or rely on bank debt to operate, and you're starting to wonder if the business model will ever generate enough cash to survive independently. Startups can't tell if they're moving toward profitability or stuck on the funding treadmill. Established businesses don't know if they're reducing debt or becoming more leveraged over time.
✓ How Verified Metrics Helps
Verified Metrics calculates External Funding Dependence (EFD), showing what percentage of your operations relies on external capital (VC rounds, bank loans) vs. internal cash generation. Track whether you're moving toward self-sustainability or becoming more funding-dependent. See the trend over time and understand if your business model is working.
Why am I profitable but cash-strapped?
❌ Pain Point
Your P&L shows profit, but the bank account is empty and you can't make payroll. You're growing revenue but customers pay in 60 days and you're fronting costs today. Inventory is tying up cash. You don't understand the disconnect between "profitable on paper" and "out of cash in reality."
✓ How Verified Metrics Helps
Verified Metrics tracks cash flow vs. accrual accounting side by side. See exactly where your profits are trapped: receivables you haven't collected yet, inventory you paid for but haven't sold, or expenses you've accrued but haven't paid. Understand your working capital needs and manage the timing gap between revenue recognition and actual cash collection.
.svg)
Auto Data
Direct API integration with QuickBooks, Xero, and Plaid (bank feeds). Financial data flows into models automatically—no manual exports, no stale numbers, no reconciliation headaches.
.svg)
Instant Models
IFRS-compliant models auto-populate with normalized financials. Revenue recognition, working capital, and EBITDA adjustments pre-calculated—ready for IC review in hours.
.svg)
Terminal
Query journal-level entries, surface related-party transactions, or decompose revenue by cohort. Every answer cited to source data—no black-box outputs, no hallucinations.
.svg)
Team of Professionals
CFA and CPA professionals on standby for second-opinion review. Validate assumptions, stress-test adjustments, or challenge your thesis—at a fraction of Big-4 cost.
.svg)
Board-Ready Reports
Management packages, investor updates, three-statement models, and custom analyses. All exports are Excel-native and continuously refreshed.
.png)
Real-World scenario.
.png)
The Problem
Series B SaaS founder preparing for board meeting in 3 days. Burn increased 40% in Q3 but CFO is buried reconciling 3 entities and can't explain why. Board deck shows stale numbers from 6 weeks ago.
.png)
The Solution
Connect all 3 entities via API. Verified Metrics auto-consolidates financials, categorizes all expenses by department and vendor, and identifies burn drivers. Terminal analysis reveals: new engineering hires (planned), AWS costs up 60% (unplanned), marketing spend 2x budget (planned but poorly communicated). Full variance analysis ready in 2 hours.
.png)
The Outcome
Board meeting proceeds on schedule with accurate, current financials. AWS spend flagged early—team negotiates better contract. Future board decks auto-generated from live data.
Frequently asked questions
Most companies see live data within an hour of connecting their accounting system. Historical data import typically completes within 24 hours.
Direct API with QuickBooks Online, Xero, and Plaid (bank feeds). NetSuite and other enterprise systems via Professional Services.
Yes. Our institutional-standard models provide the framework—you can adjust assumptions, add custom line items, and modify forecasts. Changes flow through automatically.
Data syncs continuously throughout the day. You're always working with current numbers, not last month's export.
Yes. Role-based permissions let you control who sees what. Finance teams, executives, and board members can all have appropriate access levels.
No. We serve companies from Seed through growth-stage, plus established businesses with complex multi-entity structures needing consolidated reporting.
Management packages, board decks, investor updates, three-statement models, and custom analyses. All exports are Excel-native and presentation-ready.