BetaPlan, forecast, and report with confidence
The Finance assistants — budget planner, cash-flow forecaster, unit economics, pricing sensitivity, P&L review, and investor updates — with every number traceable to its inputs.
Board prep
Build a cash-flow forecast, review the P&L, and draft an investor update with the key metrics.
- Cash flow forecasterModeled 12-month runway
- Unit economicsComputed CAC / LTV
- P&L reviewerFlagged margin changes
- Investor updateDrafted the narrative
Board packet — ready for review
- 12-month cash-flow forecast
- Unit economics with assumptions
- Investor update draft
- 6
- finance assistants ready to run
- PPTX
- board-ready decks on export
- Traceable
- assumptions on every model
Built for finance
Models with assumptions
Every forecast shows its inputs so reviewers can trace the numbers.
Board-ready decks
Export to PPTX and PDF for board and investor packets.
Reviewer sign-off
Drafts route to a human before anything is finalized.
Grounded in your actuals
Upload statements and let assistants work from real figures.
The assistants behind this solution
These are real, ready-made assistants from the Assistants gallery. Enable them, customize the prompts, and orchestrate them together.
Budget planner
Builds and stress-tests operating budgets.
Cash flow forecaster
Projects runway and scenarios.
Unit economics analyzer
Computes CAC, LTV, and contribution margin.
Pricing sensitivity planner
Models pricing changes and elasticity.
P&L reviewer
Reviews the P&L and explains variances.
Investor update drafter
Drafts crisp investor updates with metrics.
- Forecasting & scenarios
- Unit economics
- P&L variance review
- Investor-ready reports
“Board prep used to eat a week. Now the finance assistants draft the forecast and update, and I just verify the assumptions.”
Get started with MasterNode
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