Fintech
Forecasting for founders
Get your forecast and a financial plan, instantly.
- Category
- Fintech
- Stage
- Growth
- For
- Startups
About
Forecasting for founders. Agentic driven trained by in-house CPAs at June. We deliver confidence for founders walking into a raise or big financial decision. June Analytics is also a full stack accounting firm offering bookkeeping, tax, cfo advisory.
Features
- Problem
- Founders need a credible plan without building a complex model.
- How it works
- Franco builds a forecast from founder answers and updates it when connected books close.
- Result
- Founders get a forecast they can use for planning and investor conversations.
- Why
- The forecast is designed around accounting rules established by CPAs and explained in plain language.
- Problem
- Teams cannot easily test the financial effect of decisions.
- How it works
- Users ask what-if questions about hires, pricing, deals, fundraising, or outside events; the product reruns the forecast and compares scenarios with the plan.
- Result
- Founders can evaluate trade-offs before committing.
- Why
- Scenario changes are translated into cash and runway effects in words and numbers.
- Problem
- Bookkeeping data can contain risks or issues that are hard to spot.
- How it works
- Rocco flags items such as uncategorized transactions, unreconciled accounts, stale receivables, and near-term cash obligations.
- Result
- Teams receive an actionable risks-and-opportunities checklist.
- Why
- Each finding includes the underlying number, why it matters, and an action for the month.
- Problem
- Founders need to prepare for investor scrutiny.
- How it works
- Vicky tailors forecast challenges, likely questions, and preparation guidance to a selected investor and stage.
- Result
- Founders enter fundraising conversations better prepared.
- Why
- Investor lenses draw on public writing and external benchmarks are sourced, dated, and linked.
- Problem
- Forecasts drift from actual financial results.
- How it works
- The product connects to QuickBooks or Xero read-only, compares actuals with plan when books close, and rolls the forecast forward; users can alternatively upload a CSV.
- Result
- The plan stays tied to current financial information.
- Why
- Books and forecast assumptions remain labelled so users can distinguish their sources.
Screenshots
