FOR

Owners and CFOs

Every business is unique and there is no one-fits-all financial model. We work with you to develop and maintain your financial model

Financial Modelling as a Service

We offer three subscription plans to match the different stages of your company, from cash focus all the way to accelerated customer acquisition.

Essentials

cashflow management

Liftoff

Cashflow modelling
Budgeting
Revenue modelling
Profitability analysis
Hiring plan
Acquisition models
Custom KPIs
Cap table management
Accounting sync
CRM sync
Any 3-rd party sync

Accelerate

optimize operations

Booster

Cashflow modelling
Budgeting
Revenue modelling
Profitability analysis
Hiring plan
Acquisition models
Custom KPIs
Cap Table
Accounting sync
CRM sync
Any 3-rd party sync

Scaling

acquisition focus

Cruise

Cashflow modelling
Budgeting
Revenue modelling
Profitability analysis
Hiring plan
Customer modelling
Custom KPIs
Cap table
Accounting sync
CRM sync
Any 3-rd party sync

Every plan includes.

Alt plans include image



Assumptions management

Get a good understanding of the why behind the numbers.



Plan vs. Actuals comparison

Anything planned is always compared against actual numbers for insights and feedback.



Sensitivity analysis

Plan for the best, prepare for the worst is our moto.



Dedicated contact

We are here to support you every step of the way.

Sometimes needs cannot be framed.

Please schedule a call so we could tailor a solution.

Book a consultation

Chartd was instrumental in the building of our high volume corporate gifting business. It allowed us to be able to do 5 year financial projections that set us up for success when it came to making hiring decisions, applying for grants, and understanding the key factors for scaling our business.

Olivia Villalta
Co-Founder & CEO, Gift Better Co.

The Chartd team has been extremely helpful in enabling financial planning here at Sonan Digital. Their friendly approach and easy-to-use tools allowed me to easily plan the fiscal year. I recommend them to anyone looking for greater clarity over their company's finances.

Patrick Socha
Founder and President, Sonan Digital

Chartd has been an invaluable tool for helping us model our cash flow. We use it regularly to make quicker, smarter business decisions. As a startup, Chartd is everything we need; it's simple, it's fast, and it's efficient.

Kurtis Cicalo
CEO & Co-Founder, VoiceFlip

Book a FREE consultation

We are happy to discuss your modelling needs. Please provide some details to schedule a short meeting.