Every financial answer you need, in one place

AI bookkeeping, revenue metrics, forecasting, cap table modeling, and a virtual data room — everything a SaaS startup or ecommerce brand needs to run finances in one place.

AI Bookkeeping

Your Books, Organized in Minutes — Not Months

Connect your bank accounts and sales channels, and let AI handle the rest. Futureproof auto-categorizes every transaction — from Stripe payouts to Amazon settlements — so you always have clean, audit-ready books without hiring a bookkeeper.

• Auto-categorizes transactions across SaaS and ecommerce
• Multi-channel reconciliation — Amazon, Shopify, Walmart, Stripe
• Real-time P&L, balance sheet, and cash flow statements
• Replaces QuickBooks, manual spreadsheets, and your bookkeeper

Recent Transactions

• Stripe Payout
  Revenue +$12,450.00

• Amazon Settlement
  Marketplace +$8,720.00

• Gusto Payroll
  Payroll -$28,500.00

• AWS Services
  Infrastructure -$2,340.00

AI categorized 847 transactions this month

Revenue Metrics

Know Your Numbers Cold — Before Anyone Asks

Track the metrics that matter for your business. MRR, ARR, and churn for SaaS. Per-SKU margins, channel profitability, and true profit after fees for ecommerce. Futureproof pulls directly from your billing and sales data so every metric is accurate and real-time.

• SaaS metrics: MRR, ARR, churn, NRR, and cohort analysis
• Ecommerce metrics: per-SKU margins, COGS, and channel-level P&L
• Customer and product-level revenue breakdowns
• Replaces ChartMogul, Sellerboard, and manual spreadsheets

Revenue

• $47.5k
• +15% Gross Margin 68%
  +3% Repeat Rate / NRR 112%
  +5% CAC $24.50
  -12%

Finance

Plan the Next 24 Months With Confidence

Build dynamic financial models that update as your actuals change. Model a new hire or a Walmart launch, plan for seasonal swings or fundraising timelines — then see exactly how each decision impacts your cash flow.

• Scenario planning for hiring, new channels, and expenses
• Actuals-vs-forecast comparison that updates in real time
• Cash flow projections with seasonal and growth modeling
• Replaces Finmark, Forecastr, and spreadsheet models

Cash Flow Forecast

Cap Table Modeling

Model Your Ownership — Before You Give It Away

Understand exactly how SAFEs, priced rounds, and option grants affect dilution. Visualize ownership across every scenario so you can negotiate from a position of knowledge, not guesswork.

• SAFE and priced round waterfall modeling
• Option pool creation and vesting schedules
• Pro forma cap table for any funding scenario
• Replaces Carta, Pulley, and legal spreadsheets

Founders

• 60%
  SAFE Investors 20%
  Option Pool 10%
  Advisors 10%
  Post-money Valuation $5,000,000

Virtual Data Room

Always Fundraising-Ready — Without the Scramble

Your financials, metrics, and documents are always organized, up-to-date, and shareable. When an investor asks for your data room, you send a link in 30 seconds — not 3 weeks.

• Auto-populated with live financial and channel-level data
• Granular access controls and activity tracking
• One-click sharing with investors and advisors
• Replaces DocSend, Google Drive, and Dropbox folders

Virtual Data Room

Encrypted & investor-ready

Your finances should give you confidence, not confusion.

Get complete financial clarity in under 10 minutes. No more broken spreadsheets, no more QuickBooks chaos — just the insights you need to scale with confidence.