whatifi for Agencies and Fractional CFOs

Create and share "what if" financial scenarios with your clients - in minutes.

We help  Fractional CFOs visually model and share "what if" cash flow forecasts with their teams and clients  - all in real-time.

Screen grab of whatifi desktop version of the software

Innovating. whatifi was a top-five finalist
and participant in these fintech startup programs:

Planning to scale your business? Here are 90+ services and tools to automate your financial workflows.

Download our guide to 90+ digital software solutions and frameworks to help automate your business and set your finances up for scale.

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Why whatifi?

Visual, yet powerful features

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

Save Time - Ridiculously Fast Setup

Not yet a Level 17 Excel Ninja...? No problem.

Quickly connect one of our 20+ pre-built business logic "Events" to visually model multiple startup "what if" scenarios.

Build scenarios in seconds - not hours.

"Spreadsheets are great, but I love the visual part of whatifi. It is so much easier to create and present a scenario that my clients can actually understand."

Shellie M.
SaaS Founder / Former CFO - Vancouver, Canada

Compare Outcomes in Real-Time

"Great question.... let me get back to you..," you said...

Or, use whatifi. Help your clients compare countless "what if" forecasts, interactively. In real-time. Never say "let me get back to you" again.

"We're a SaaS startup. Everything is an unknown. EVERYTHING! Runway. CAC. Pricing. Staffing. Now we can map out our options and see where the different paths take us. Kind of like a choose-your-own-adventure book!"

Hussein G.
Startup Incubator Program Manager - Austin, USA

Truly Follow the Numbers

Ever had to chase a formula? Not with whatifi.

Use our industry-first decision-tree-like interface to step through every possible transaction and calculation.

We're more like a database than a spreadsheet. Show your clients exactly where and how a key decision impacts the health and profitability of their business.

"We now offer forecasting as an e-commerce add-on service. We quickly build and then share models with our 30+ clients. One-time setup. They can play with the numbers. We bill monthly. Boom."

Bill M.
Fractional CFO - Sydney, Australia
Articles & News

Our articles on Analytics, Visualization, and the future of Finance

We've got some passionate feelings on the subject of decision-making, scenario planning and how best to visualize those options.

Planning to scale your business? Here are 90+ services and tools to automate your financial workflows.

Download our guide to 90+ digital software solutions and frameworks to help automate your business and set your finances up for scale.

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