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Planning & Strategy
Decisions, modeled.
Forecasts and simulations grounded in your real ledger not optimistic spreadsheets.
Capabilities
Designed for predictive clarity.
Live forecasts
Continuous projections updated by every transaction.
Scenario engine
Run what-ifs across personal, business, and portfolio.
Long-horizon modeling
Retirement, expansion, and strategic milestones.
Sensitivity analysis
Identify which inputs your outcome actually depends on.
Goal solving
Reverse-engineer the inputs needed to hit a target.
Shareable plans
Send a plan to advisors, partners, or co-founders.
AI Copilot
Ask anything across your financial world.
Conversational intelligence built on your unified ledger grounded, auditable, and context-aware.
Copilot · grounded response
How much runway does my business have?
Based on current burn of $84,210/mo and cash position of $2.27M, your runway is 27 months. Treasury yield extends that to ~28.4 months.
Sources: Ledger · Portfolio · Cash accounts
Built for
PlannersAdvisorsCouplesOperators