Futureproof
The Complete Financial OS

Five Modules. One Platform. Zero Spreadsheets.

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.

14-day free trial · No credit card required · Cancel anytime

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

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug

Projected Runway

14 months

Actual
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
Founders60%
SAFE Investors20%
Option Pool10%
Advisors10%
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

📊

Financial Statements

12 files

2 hrs ago
📋

Cap Table & SAFE Notes

6 files

1 day ago
📈

Revenue & Metrics

8 files

Live
📄

Legal Documents

15 files

3 days ago
🎯

Pitch Deck & Materials

4 files

1 week ago
Encrypted & investor-ready

Stop Flying Blind.
Start Scaling Smart.

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.

14-day free trial · No credit card required · Cancel anytime