Weist Financial CFO & Executive Leadership Dashboard
Your Financials, Live — Included Free With Every Engagement
A powerful FP&A and CFO platform provided at no extra cost with your monthly engagement. Live financial data, real-time KPIs, an interactive cash forecast, AR/AP monitoring, and your monthly CFO reporting packages—all in one place.
Provided free with your monthly engagement — a modern CFO platform that usually costs thousands per year.
What’s Inside
Everything You Need to Lead With the Numbers
Live Financial Data
Your numbers, always current—no waiting until month-end to know where you stand.
Real-Time KPIs
The metrics that matter to your business, tracked against the targets we set together.
Interactive Cash Forecast
A rolling 13-week cash forecast with what-if scenarios so you can see around corners.
Live AR & AP Monitoring
Stay on top of who owes you and what you owe—collections and payables at a glance.
Monthly CFO Report Packages
Every monthly reporting package, delivered and archived in one place for easy access.
Every KPI, Measured Against Your Targets
See exactly how the business is performing at a glance—cash on hand, revenue, net income, and the KPIs we set together, with clear on-track / off-track signals. Generate CFO commentary in a click to understand the story behind the numbers.
- At-a-glance KPI scorecard
- Cash, revenue & net income headline metrics
- AI-generated CFO commentary
Revenue vs. Budget and Net Income Trends
Track actual revenue against budget and watch net income trends over a trailing twelve months. Spot the inflection points early and make decisions with a forward-looking view instead of a rear-view mirror.
- Actual vs. budget revenue tracking
- Trailing 12-month net income
- Forward-looking trend visibility
13-Week Rolling Cash Forecast
Model your cash position 13 weeks out, stress-test what-if scenarios—late-paying clients, new hires, equipment purchases—and instantly see whether you stay above your safety net. This is how you avoid cash surprises.
- Opening cash, forecast trough & ending cash
- What-if scenario modeling
- Safety-net threshold alerts
Balance Sheet & Statements, Quick View
Your P&L, balance sheet, and cash flow—clean, current, and easy to read. The full detail lives in your monthly CFO Report Package, but the headline view is always a click away.
- P&L, balance sheet & cash flow
- Latest closed-month figures
- Full detail in the CFO package
Your Monthly Reporting Package, Archived
Every month we produce a professional CFO reporting package—executive summary, financial statements, and notes—delivered on time and stored in your dashboard so nothing is ever lost.
- Executive summary & financial statements
- Notes to financial statements
- Delivered monthly, archived for you
See Your Cash Runway
Cash In, Cash Out & Projected Balance
Visualize weekly inflows and outflows against your projected balance and safety net—so you always know your runway.
How Do I Get Access?
The Weist Financial CFO & Executive Leadership Dashboard is included at no additional charge with every monthly engagement. Start working with us and your platform is set up and ready—no separate software fees, no add-ons.
Get StartedGet the CFO Platform Included With Your Engagement
Live financials, KPIs, cash forecasting, and monthly CFO reporting—free with every monthly engagement. Let’s talk.
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