FlowCog

What is FlowCog?

FlowCog is a financial modeling tool designed specifically for SaaS companies. It provides a simplified way to visualize finances, future growth, and make better business decisions. FlowCog stands out from traditional Excel templates by automating the modeling process, allowing users to adjust growth assumption values easily without needing to build complex logic themselves. The tool offers features like scenario analysis, SaaS benchmarking, and integrations with services like Stripe, QuickBooks, and ChatGPT. Importantly, FlowCog emphasizes data privacy, ensuring that personally identifiable information is not stored on their servers or disclosed to third parties. FlowCog offers different pricing plans, including a free option for basic functionality and premium plans with advanced features and support.

Who created FlowCog?

Flowcog was created by an unnamed CEO who offers premium financial modeling tools for companies ranging from over $1 million to $30 million in annual recurring revenue. The platform provides services like SaaS projections, QuickBooks, Stripe, and ChatGPT integrations, SaaS metrics benchmarking, scenario analysis, and more. The company's services are designed to assist in fundraising, with options for direct assistance from the CEO on specialized projects.

What is FlowCog used for?

• Financial projections for raising money
• Making better business decisions
• Scenario analysis for growth planning
• Converting QuickBooks data to SaaS P&L
• Founder dilution & exit analysis
• SAFE conversion impact analysis
• Employee vs contractor calculator
• Simulation and headcount analysis
• Cash runway projection
• Forecasting new customers and revenue growth

How to use FlowCog?

FlowCog is a financial modeling tool designed to help users streamline the process of financial projections for businesses. Here is a step-by-step guide on how to use FlowCog effectively:

1. Instant Setup: Begin by setting up your FlowCog account, which does not require sales calls or lengthy implementation periods.

2. Data Integration: Sync your accounting data with FlowCog using QuickBooks, Xero, or Puzzle to automatically map your financial data onto the platform.

3. Scenario Analysis: Create and compare different scenarios easily to visualize potential outcomes for your business.

4. Growth Assumptions: Tweak growth assumptions provided by FlowCog based on industry data and your specific business details to generate reliable financial projections.

5. Onboarding Process: Fill out the 10-question onboarding form to provide initial data inputs for your financial model.

6. Custom Mapping: Even with messy data, FlowCog allows you to choose how line items are mapped to your Profit and Loss (P&L) statement, ensuring accurate projections.

7. Simulation Analysis: Benefit from simulation analysis to see a range of outcomes, enhancing the credibility of your financial projections.

8. Sensitive Data Handling: Rest assured that FlowCog does not store personally identifiable information on its servers, ensuring data privacy and security.

9. Differentiation from Spreadsheets: Unlike traditional spreadsheets, FlowCog eliminates the need to build complex formulas and logic, offering simulation and scenario analysis for robust financial planning.

10. Plan Options: Choose between the Standard or Premium plan based on your company's size and financial modeling needs, and explore additional modules for advanced analysis and support features.

By following these steps, users can leverage FlowCog to generate accurate financial projections, make informed business decisions, and communicate effectively with investors and stakeholders.