Financial Planning for Startups and SMBs

Save time with data automation.
Analyze your business holistically.
Turn insights into decisions.
Forecast with confidence.

Try it Free → get in touch
Spreadsheet containing a financial model $14,174 =INDEX(Revenue_Model_MRR_Worst_Case,MATCH(DATE(YEAR(E3),MONTH(E3)+11,day(E3)),Revenue_Model_Months_Worst_Case,0))*12
10 months Runway Jul ’20 Aug ’20 Sep ’20 Oct ’20 Nov ’20 Dec ’20 Jan ’21 Feb ’21 Mar ’21 Apr ’21 May ’21 - $1M - $500K 0 $500K $1M $92,300 New Revenue 246 New Customers Jul ’20 Aug ’20 Sep ’20 Oct ’20 Nov ’20 Dec ’20 Jan ’21 Feb ’21 Mar ’21 Apr ’21 May ’21 0 $5K $10K $15K $20K $898,400 Jul ’20 - May ’21 Jul ’20 Sep ’20 Nov ’20 Jan ’21 Mar ’21 May ’21 0 $50K $75K $125K $250K Jul ’20 Sep ’20 Nov ’20 Jan ’21 Mar ’21 May ’21 0 $10K $20K $40K $60K $334,200 Jul ’20 - May ’21 Jul ’20 Sep ’20 Nov ’20 Jan ’21 Mar ’21 0 $400 $800 $1.0K $1.2K 0 10 50 100 500 Total Payroll Costs Number of Employees $42,668 per month 7.2% Jul ’20 - May ’21 Jul ’20 Aug ’20 Sep ’20 Oct ’20 Nov ’20 Dec ’20 Jan ’21 Feb ’21 Mar ’21 Apr ’21 May ’21 0 $25K $50K $100K $150K Jul ’20 Aug ’20 Sep ’20 Oct ’20 Nov ’20 Dec ’20 Jan ’21 Feb ’21 Mar ’21 Apr ’21 May ’21 0 $25K $50K $100K $150K $123,000 Recurring Revenue

Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster.

Founders and Small Companies

See how Finmark saves hours on data entry and makes financial planning a breeze!

Learn More

Mid-Sized Businesses

See how Finmark can give you the strategic insights you need to make the best decisions for growth!

Learn More

Loved by SMBs and Accountants.

"I dropped out of undergrad in the middle of my Financial Accounting course. Thankfully, Finmark gave me a pseudo-doctorate in finance. In a beautifully designed dashboard, our finances and plans for continued growth are clear as day."

Matt Redler

CEO and Co-Founder - Panther

Matt Redler logo
"You guys have built something amazing. It really makes my life better. Your out-of-the-box features make it possible for us to build complex drivers a lot quicker than anyone else is able to do presently."

Dave Wilson

CFO - ProvenCFO

Dave Wilson logo
“We reconcile our actuals and do a full reconciliation monthly. It takes less than an hour, and everything keeps up to date.”

Norman Menz

CEO - Flare

Norman Menz logo
“Finmark makes it easy for us to get an overview of our finances in one place. It's simple to use and saves us hours of tedious work, so we can focus on growing our business.”

Ruben Schultz

Co-Founder - Swoop

Ruben Schultz logo
"Finmark has saved us tons of time and stress as we've been growing Realworld — it has allowed us to better understand how decisions around a fundraise, new hire salary, or pricing strategy can impact our bottom line. It's my favorite tool to recommend."

Genevieve Ryan Bellaire

Founder and CEO - Realworld

Genevieve Ryan Bellaire logo
"I used to get anxiety about building and updating my model in Excel. In Finmark that anxiety has completely gone away."

Cameron Gibson

CEO and Co-Founder - JamFeed

Cameron Gibson logo

Meet your new financial command center.

Budget vs. Actuals

Instantly and automatically compare your budget to actuals, and streamline month-end-close and board reporting. Finmark saves you hours of tedious number-crunching by automatically updating your actuals with our suite of integrations to your accounting, payroll, and billing systems.

Metrics and Dashboards

Generate results, not just reports. Finmark’s customizable reports and dashboards give you a real-time view of the metrics that matter most to your business. Create operational dashboards to drill into specific areas of your business, compare multiple scenarios, and bring data to life with visualizations.

Scenario Planning

Take your assumptions for a test drive and be prepared for anything. With Finmark you can create and manage multiple financial plans for your company, and compare two models directly in your dashboard.

Hiring Plan

Hiring is the biggest budgetary item for most companies. Take the guesswork out of your hiring plan and forecast your future headcount needs. Finmark syncs with your payroll system to keep your headcount up-to-date and, with dynamic hiring plans and drivers, automatically shows how hiring plans and decisions impact your business.


Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information.

Get Started →
Budget vs. Actuals - screenshot Metrics and Dashboards - screenshot Scenario Planning - screenshot Hiring Plan - screenshot Collaboration - screenshot

Level up your finance tech stack.

"As a rapidly growing accounting firm, Finmark has become an essential part of our stack working with high-growth startups and small businesses. The platform’s ability to easily do forecasting, investor reporting, and scenario analysis has been a huge contributor to our clients' success."
Tyler Barr

Controller, Punch Financial

Tyler Barr - logo

Actuals synced automatically.

Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.


Are you ready to unlock growth insights in your finances?