I spent 15 years in finance watching small businesses get ignored.
Now I'm fixing that.

For over 15 years, I've worked in finance — as a CPA, an FP&A professional, and a strategic advisor to businesses of all sizes.

I've built financial models, led forecasting cycles, and helped companies see around corners. But here's what always bothered me: the tools and expertise I used every day were only available to companies that could afford a finance team. The small business owner — the bakery, the plumber, the freelancer — was making the same high-stakes financial decisions with nothing but a bank balance and a gut feeling.

The gap I kept seeing

There are 33 million small businesses in the US. Most of them make financial decisions the same way: check the bank account, hope for the best. Not because they're unsophisticated — because every tool built for "cash flow forecasting" was actually built for accountants and CFOs.

Dashboards full of charts. Jargon like "variance analysis" and "rolling forecasts." Output that tells you what happened, but never what to do.

The moment it clicked

I watched a business owner stare at a perfectly accurate 12-month cash flow forecast and ask: "So... can I hire someone or not?"

The forecast had the answer buried in it. But she couldn't find it. That's not a user problem. That's a design problem. That's when I decided to build something different.