The complete revenue movement story, built from your real contract data — ARR waterfalls, 12-month forecasting, and one-click investor-ready board packs.
Opening ARR → New → Expansion → Contraction → Churn → Closing ARR, fully reconciled every period.
Net revenue retention calculated and ranked at the individual customer level, not just the portfolio average.
A stacked monthly view shows the ARR movement story over any period you select.
Click any bucket to see the underlying customers and contracts that make up that movement.
A forward-looking revenue projection built from known contract end dates and historical renewal probability.
Conservative, Base, and Optimistic cases generated from your actual historical renewal and expansion rates.
The forecast updates automatically as new contracts, renewals, and churn events happen — never a stale model.
Every forecast shows the underlying assumptions used — no black box, no guesswork.
ARR waterfall, revenue recognition, pending debtors, compliance summary, agent activity, and period close notes.
A clean, branded PDF output ready to share directly with your board or investors.
Pulls live data at generation time — never a stale snapshot from last month.
Generate and download the entire pack in seconds from the CFO Co-pilot.
Flags ARR waterfall movements that don't reconcile with contract or billing data, so forecasting and board reporting are never built on numbers that need a restatement.
Synthesizes ARR movement, forecast variance, and customer health trends into the morning CFO briefing — the highest-weighted agent in Fincelo, built specifically for board-level synthesis.
20 minutes. Your actual data. No generic demo.