Everything you need, in one place
Three-Way Linked Financial Statements
ForezynPlan generates all three core financial statements — Profit & Loss, Cash Flow Statement, and Balance Sheet — directly from your plan and keeps them permanently linked in real time.
- P&L, cash flow, and balance sheet update simultaneously with every change
- Zero manual reconciliation — all three statements stay permanently linked
- Drill into any line item to see exactly what's driving the numbers
Stay on Top of Tax Obligations Without the Complexity
ForezynPlan calculates your tax liabilities automatically based on projected income and configurable tax rates, giving you clear forward visibility into future obligations.
- Automatic tax liability calculations based on your projected income and rates
- Plan for quarterly installments, year-end settlements, and refund timing
- Clear visibility into how tax obligations impact your cash position each period
Switch Between Monthly, Quarterly, and Annual Views Instantly
Zoom in on next month's detailed cash position or zoom out to your five-year strategic view with a single click. ForezynPlan maintains complete fidelity at every level of granularity.
- Toggle between monthly, quarterly, and annual views with a single click
- Full fidelity at every level — monthly details reconcile perfectly to annual totals
- Prepare operational and strategic reports from a single underlying plan
Your Key Financial Metrics on a Real-Time Dashboard
The ForezynPlan dashboard surfaces the numbers that matter most — revenue trends, gross and net margins, cost ratios, cash runway, burn rate, and growth velocity — all in clear, visual charts.
- Revenue trends, margins, cash runway, burn rate, and growth at a glance
- Visual charts and KPI cards that update live as your plan changes
- Customizable views — surface the exact metrics your team cares about most
Presentation-Ready Reports in Any Format
Export your financial reports to Excel, PDF, or high-resolution images with a single click — each formatted professionally and ready for board meetings, investor presentations, or lender submissions.
- Export to Excel, PDF, or high-resolution PNG with one click — no formatting needed
- Custom date ranges and report selection for targeted, professional exports
- Share live read-only links for always-current stakeholder access
Financial reporting, automated
Professional, investor-ready reports that generate themselves — so you can focus on the insights, not the formatting.
Getting started with ForezynPlan reporting
From business plan to board-ready reports — fully automated, always accurate.
Frequently asked questions
