One real-time source to create, manage and share your financial plan with internal and external stakeholders.
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Invite internal stakeholders, on a need-to-know basis, to get the data you need to build and update your plan and give them ownership over their numbers.
Details about your financial plan shouldn’t be buried in long unread email chains. Tag team members and leave comments and annotations right in your dashboard.
Get context from department heads to understand the “why” behind budget variances, unplanned expenses, or headcount changes. Then use those insights to update your forecast.
CEO - Flare
Finmark consolidates your marketing, sales, HR, and financial data in one place, giving everyone visibility into what happened and why.
Use custom or pre-built charts to show your team how you’re pacing towards goals, when and if changes need to be made, and what the impact will be.
“The greatest power of Finmark is that the team can collaborate and use it as a resource. The other platforms were more of a burden, so people didn't want to update them. We weren't using them for planning or helping build the business; we were using them reactively.”
CEO - Flare
“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.”
Co-Founder - Swoop
"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."
Founder and CEO - Realworld
With custom permission settings, you have complete control over who can access your financial plans, down to the scenario level.
Prevent version control nightmares by hiding sensitive employee data (e.g. salaries, bonuses, and commissions) for specific users.
Give investors and your board insights into your financial plan under your terms. Choose which scenario they can see and even grant read-only access.
Centralized data
All communication in-app
Complete version-control
Easily share your plans with investors and the board.
Data spread across disparate systems
Difficult to share with multiple people
Struggle to share your plan externally
Conversations spread over email and spreadsheets
