Managing Financial Planning Through COVID-19: Building a Better FP & A Solution for SMBs.

Managing Financial Planning Through COVID-19
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Managing Financial Planning Through COVID-19: Building a Better FP&A Solution for SMBs.

Discover how a pair of fintech executives navigated the complexities of managing financial planning during the COVID-19 pandemic while working remotely as digital nomads. Facing unstable markets and struggling with the burdensome financial planning process, they sought a better FP&A solution to streamline operations and improve efficiency. Their relentless search for the perfect tool led them to analyze countless existing solutions, but they found that none of them fully met the needs of their businesses.

Frustrated by the lack of suitable options, they identified the common pain points faced by small and medium-sized businesses, such as non-transparent pricing, confusing add-ons, and user interfaces that were challenging to use. Realizing that they were not alone in their struggle, they decided to take matters into their own hands and create a better solution. This led them to develop a groundbreaking platform designed to make financial planning and analysis easy, intuitive, and accessible.

With a mission to help business owners grow their businesses rather than bury them in paperwork and spreadsheets, they set off to build a platform that focused on three key areas:

  1. Collaboration: A place where finance, legal, and business teams could work together in one platform, centralizing files, forecasts, and communications, all while being easily searchable.
  2. User Experience: A simple and intuitive interface that offered a Slack-like user experience, while still providing the detail and granularity that finance professionals expect from an analytical platform.
  3. SMB-centric Design: A platform purpose-built for small and medium-sized businesses, significantly reducing onboarding time and cost while addressing the most crucial needs of this segment.
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What began as a side project in 2021 soon turned into countless hours of designing and developing the platform, ultimately leading to the creation of a powerful tool that revolutionizes the way SMBs approach financial planning and analysis.

Today, they are excited to introduce their innovative solution to the world. Don’t miss the chance to learn more about their incredible journey and the game-changing platform they’ve built to empower small and medium-sized businesses in financial planning and analysis.

Dive into their inspiring story here:

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