FINANCIAL PLANNING & ADVISORY

CFO Advisory, clarity for your next decision.

Turn accounting information into useful financial direction — with planning, cash-flow analysis and reporting support shaped around your business priorities.

Talk to an expert Explore Features
Financial planning Cash-flow analysis Management reporting Investor reporting support
Core features

Connected CFO Advisory & Financial Reporting Capabilities

A managed service that brings your cfo advisory & financial reporting workflows, reviews and reporting together on Entries ERP.

Planning

Financial Planning & Budgets

Translate operating assumptions into a structured financial plan.

  • Revenue and cost assumptions
  • Department budget coordination
  • Budget consolidation
  • Planning assumption documentation
Give your operating plan a financial foundation.
Forecasting

Forecasting & Scenario Analysis

Explore how changes in revenue, costs and timing affect the financial outlook.

  • Rolling forecast preparation
  • Scenario and sensitivity analysis
  • Forecast-to-actual review
  • Assumption update tracking
Understand the effects of changing conditions.
Cash Planning

Cash Flow & Working Capital

Build a practical view of receipts, payments and working-capital needs.

  • Cash-flow projection workings
  • Receivable and payable analysis
  • Liquidity requirement review
  • Cash movement reporting
Bring cash considerations into business decisions.
Performance Reporting

Management Information Packs

Create reporting that explains performance and highlights the decisions ahead.

  • Monthly management reporting
  • Budget-to-actual variance analysis
  • Business unit performance summaries
  • KPI definitions and commentary
Make the numbers easier to act on.
Stakeholder Reporting

Investor & Board Reporting

Prepare consistent financial information for board and investor discussions.

  • Board reporting schedules
  • Investor financial information packs
  • Performance narrative support
  • Financial data request coordination
Keep stakeholder conversations grounded in reviewed data.
Advisory

Strategic Finance Support

Support leadership discussions with structured financial analysis and clear assumptions.

  • Growth initiative analysis
  • Cost structure review
  • Commercial scenario evaluation
  • Action and decision tracking
Connect financial analysis to business priorities.
Powered by Entries ERP

Understand the numbers. Test assumptions. Decide with context.

A recurring advisory cycle brings reviewed financial data, forecasts and business questions together.

CFO advisory workflow: AI captures and validates financial data, your team reviews exceptions, and reports post straight to the ledger
Plan
Documented business assumptions
Cash
Working-capital visibility
Insight
Performance commentary
Decide
Scenario-based discussions
Outcomes

The Outcome You Get

A financial plan connected to operating assumptions

Cash projections supported by receivable and payable data

Performance variances explained with business context

Forecast assumptions reviewed as conditions change

Board and investor reporting prepared consistently

Leadership discussions supported by structured analysis

Powered by Entries ERP

One team.
One AI platform.
Complete visibility.

EntriesOne connects your CFO advisory with an expert team and a shared platform — bringing financial reports, planning inputs and management reviews together.

See how it works
01

One accountable team

Specialists coordinate your workflow, review exceptions and keep responsibilities clear.

02

One connected platform

Entries ERP brings records, approvals and reporting into a shared operating process.

03

Visibility across your business

Keep track of progress, outstanding work and the information your team needs to act.

Entries ERP finance dashboard on a laptop and employee self-service app on a mobile phone
Connected on web and mobile.
Who it's for

Built for teams like yours

For leadership teams that need financial perspective alongside day-to-day accounting support.

Founder-led businesses

Access a structured finance perspective as decisions become more complex.

Scaling organizations

Connect planning, forecasts and management reporting across teams.

Investor-backed companies

Organize financial information for board and stakeholder discussions.

FAQs

Common questions about cfo advisory & financial reporting

The engagement is scoped to your advisory, planning and reporting needs. Responsibilities, meeting cadence and decision ownership are agreed with leadership.
Reliable financial records are important for useful analysis. We assess data quality and may identify accounting or reconciliation work needed before building forecasts.
We can support financial schedules, reporting packs and data requests. Fundraising outcomes, investment recommendations and investor commitments are outside the assumptions of this service.
The cadence depends on your business and agreed scope. Reporting dates, required inputs and forecast review frequency are established during onboarding.
Explore more

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Ready for a clearer financial direction?

Make your numbers part of your next growth decision.

Let’s discuss your reporting gaps, planning priorities and leadership’s finance questions.

Talk to CFO Advisory Experts Explore Dynamic BI
Agreed service scope Connected workflows Specialist oversight