Ready-made products · Finance
Compare budget and actuals every month, with commentary drafted for a person to review. Use it for your own business, or offer it to the clients you advise.
What you can do
- Compare budget and actuals by month
- Get commentary drafted
- Explain a variance
What your clients get
- A clear view of each month
- The differences explained in words
- A report ready for review
How setup works
- We switch it on with you.
- Add the budget and actuals.
- Xevol drafts the commentary.
- A person reviews it.
Questions
Can I sell this to my clients?
Yes. Tell us when you set it up, and we will agree the terms, including selling it under your own brand.Does it replace an accountant?
No. It prepares the comparison and commentary for a person to review.
More ready-made products
Example Founder Radar
A ranked list of the founders a fund should meet.
We set this up with you.
Get this result: Founder RadarExample Fundraising desk
An organized raise, from investor list to data room.
We set this up with you.
Get this result: Fundraising deskExample Property and loan tracker
What you own and owe, and what is due next.
We set this up with you.
Get this result: Property and loan trackerExample Contractor websites
A live website for every contractor you sign.
We set this up with you.
Get this result: Contractor websites