Tag: build a budget

Get Rid of the Financial Noise

Have you ever opened the financials for your business and immediately felt overwhelmed? So many numbers, no point of reference, and 5-10 clicks to find the data you actually need. Not fun! See how AutoCFO can help you wrangle your data as if you had a team of financial analysts on your side!

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Blair Morrison, CEO February 12, 2020

Getting Detailed with AutoCFO: How to Create Your Budget

Before AutoCFO, your main option was to open an Excel spreadsheet, download your Profit & Loss statement from your accounting system (QuickBooks), copy the expenses from last year, then start typing numbers into the excel cells for what you think will be different from last year. It’s a bit exhausting just thinking about all of that work!

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Blair Morrison, CEO November 7, 2019