About Us

Benefits and Features

Do you love modelling forecasts with Excel but hate =vlookup(IF(AND(C2>=C4,C2<=C5),C6,C7) * (SOME+CRAZY+FORMULA)
(B4:OFFSET(B4,0,E2-1)))/IF(AND(C2>=C4,C2<=C5),C6,C7) * SUM(B4:OFFSET(B4,0,E2-1)))

Us too...

Why whatifi?

We make it easy to track all users analytics

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Create Scenario Plans Faster

Our visual scenario builder helps CFOs create multiple, concurrent "what if" scenario plans with just a few clicks.

Step-by-Step Error Checking

No more formula chasing. Our click-through scenarios graph each calculation - one step at a time.

Clearly Communicate

Not all of your clients speak spreadsheet. Present complex decision paths in a visual, intuitive, step-by-step framework.

Real Time Nudges

Monitor transactions and track daily progress towards company goals. Set KPis and project future cash flow events.

Why whatifi?

Visual, yet powerful features

Everything about our approach to building financial projections is unique. Hang on... Prepare to have your mind blown.

The industry's only visual, interactive, scenario plan builder

One-of-a-kind. Use our visual scenario builder to connect over fifty pre-built Events to model projections.

Create multiple scenarios in seconds

Intuitive, step-by-step financial calculations

Visually present cause-and-effect relationships

This image shows how to connect whatifi business logic events together to create scenario threads and calculations.
This image highlights how whatifi connects with industry staples like Excel, Google Sheets, Quickbooks, Xero and more.

See the full picture - connect Scenarios to real world data feeds and services

whatifi integrations include QBO, Xero, Freshbooks, Netsuite and a growing list of API data feeds

Connect a Chart of Accounts to speed up modelling

Import or link directly to Excel or Google Sheets

Plaid, Google Maps, Yahoo Finance and more

More than numbers - over 50 pre-built, data rich, business logic Events

We've done the math. Connect calculation Events and use existing templates instead of chasing formulas.

Capture and report far more than just a number

Create custom Events specific to your niche

Use or create a template to rapidly model client questions

This image shows a collection of some of our most common whatifi events. This includes Contracts, Revenue, Inflation, Customer Acquisition, Churn, Employees and Expenses.

"There has always been a black box aspect to Financial Planning software. At the end of the day, it is all math. (whatifi) has a very simple, and easy to follow, logical path."

Jason P.
Financial Planner - Woodgate Financial, Toronto, Canada
This image shows multiple scenarios graphed on our timeline. We also support adding goals and KPIs to measure Scenario Threads against targets.

Measure the future - add goals and KPIs for every "what if" scenario

Too many options can be overwhelming. Use Goal and KPI Events to filter and compare select outcomes.

Add KPI calculations at multiple decision points

Show clients where and when their cash flow is at risk

Sort "what ifs" by financials or sentiment ratings

Share interactive cash flow and scenario plans with your clients

No more "let me get back to you". Build and share highly interactive, real-time "what if" scenarios

Ability for clients to safely test their own assumptions

Compare multiple concurrent scenarios

Communicate more clearly than with spreadsheets

This image shows our UI for sharing scenarios with a client.
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"So fast. When I first saw this, I said, "game changing." Everything laid out in natural, cause-and-effect, step-by-step relationships. Once you wrap your head around it, the value is so obvious"

Stephanie L.
Strategic Investments, Desjardins, Montreal, Canada

More Features

Manage Clients
• Alerts and notifications
• Cloud-based Scenarios
• Supports ranks and reviews
• Single, unified dashboard
Advanced Reporting
• Custom dynamic reports
• Export results to Excel
• Supports ranks and reviews
• Follow specific Scenarios
Scale Features
• Unlimited "what if" Threads
• Pre-built & custom templates
• API integrations
• Build custom Events