Self-serve forecasting for startups, built by CPAs.
Our clients kept asking for a self-serve forecasting tool built for founders. So our CPAs and engineers teamed up and built one. It talks in plain language, and every number shows where it came from.
Built by CPAs trained at Deloitte and BDO.
From $85 a month. You pick your plan before your first forecast. Cancel any time. Built for startups from SF to Montreal that have a bookkeeper but not a CFO.
Illustrative example from our demo company.
Agents with deep accounting and finance knowledge.
The accounting rules the agents follow were written by a CPA and tested by our engineering team. We didn't just slap a general AI model on top of your numbers. June runs the team. Each head owns one job, reads the same numbers, and brings you confidence instead of a confusing report.
Built by CPAs, not bolted onto a chatbot
A general AI model will write you a forecast. It just doesn't know how your books work, when revenue counts, or why cash and profit aren't the same thing. Our CPAs wrote those rules into every agent, and our engineers made sure the agents follow them. Then we taught them to explain it all in plain language.
June · Runs your finance team
June reads your books and your forecast together and puts the most urgent items first. Every finding shows the number behind it and where that number came from, so you can check it before you take the forecast to investors.
Franco
AI Finance Officer (CFO)
Owns your forecast: revenue, pipeline, growth, cash and the scenarios either side of the plan.
- Builds a forecast from your answers
- Scenario planning in plain language. Ask what happens if you hire two engineers in March
- Updates the forecast when your bookkeeper closes the month, and Rocco compares your plan against what actually happened
Delivers: A forecast built from your own numbers
Rocco
AI Risk Officer (CRO)
Finds the risks and opportunities in your numbers and flags problems early, so you can get your books organized for year-end.
- Each item says what he saw, with the number, why it matters, and what to do this month
- Flags books that aren't clean: uncategorized transactions, unreconciled accounts, stale receivables
- Watches cash against the bills due in the next 90 days
- No jargon. "How many months of cash you have", not "cash runway ratio"
Delivers: Your risks and opportunities checklist
VickyBeta
AI VC
Knows how different VCs think, from YC to a16z and from pre-seed to Series A. Tell her who you're pitching and at what stage, and she challenges your forecast the way that investor would, then prepares you so you walk into the room with confidence.
- Context on each investor's style: what they look for, what they push on, and what they want to see at your stage
- Shows which parts of your forecast to tighten for that investor before you send it
- Top ten questions for that investor and stage, each paired with your current answer from the forecast
- Flags when the numbers don't back the story, like growth that needs hires the plan never pays for
- Outside benchmarks always show their source, date and link, and never feed your forecast
Delivers: Training and a strategy, so you walk into a room of investors confident
Scenario planning
Ask "what if" in plain language.
Type the question the way you'd ask your co-founder. Franco changes the assumption, reruns the forecast, and tells you what it does to cash and runway, in words and in numbers.
- Hires, price changes, a deal that slips, a round that closes
- Outside events too: tariffs, a slow quarter, a customer that pays late
- Every scenario sits beside your plan, so you can compare before you commit
Illustrative example from our demo company.
Walk into every big decision confident.
The point of a finance team is that you never go into a big call guessing. June gets the numbers and the answers ready before you need them.
Going into a raise
Vicky has prepared you for that investor and your stage. You know your numbers, your weak spots and your answers before the first meeting.
Making a hire
Franco shows what the hire does to cash and runway, month by month, before you make the offer.
A cash decision
Rocco has already checked what's due, what's owed to you and what's overdue, so you know what you can spend.
Running a scenario
Ask what if in plain language and see the answer beside your plan, before you commit to anything.
A forecast that updates when your books close.
Answer the questions
Revenue, pricing, team, spend, how much is in the bank, in plain language. Your answers set up a rolling 12-month plan that moves forward a month each time your books close. No books needed to start.
Connect your books
Connect QuickBooks or Xero read-only. When your bookkeeper closes the month, the forecast updates with it. No software yet? Upload a CSV.
Plan scenarios
Ask what happens if a deal slips, a price goes up or a hire moves. You get the answer in words and in the numbers.
Walk in confident
Gain confidence in your financial future, forecast for the pivots that happen, and walk into a room of investors confident.
Built by CPAs, and it shows its work.
Our CPAs set the rules the agents follow. And because a tool that acts like your CFO is only useful if you can check it, every number says where it came from.
Every finding cites its number
No finding appears without the figure behind it, so you can check it yourself or hand it to your bookkeeper.
Books and assumptions stay labelled
When a number comes from your forecast rather than your books, the screen says so. You always know which one you are looking at.
Benchmarks are sourced, never blended in
Outside benchmarks show source, date and link, and are marked as outside. They are only for comparison and never change your forecast.
Read-only access to your books
June reads from QuickBooks or Xero and never writes to them. Nothing in your books is created, edited or deleted.
Your workspace is walled off
Each startup gets its own workspace, separate from every other company. You choose who to invite, including your bookkeeper or accountant.
A real CPA when you want one
When a decision needs a person, book time with one of our CPAs from inside the app.
Built for startups, from SF to Montreal.
June fits if you
- Have a bookkeeper but no CFO
- Need a forecast built from your own numbers, not a fractional CFO
- Are pre-seed to Series A and raising in the next year
- Run the forecast yourself and aren't sure it holds up
- Are deciding on a hire, a price change or a big contract
You've probably outgrown it if
- You already have a full-time CFO or finance team
- You need audited financial statements
- You want someone else to run the whole thing for you
- You need personal tax or US tax filings
If you want people doing it for you, that is our fractional CFO service. See fractional CFO
Finance for Founders FAQ
What is Finance for Founders?
A self-serve AI finance team for startups, built by our CPAs and engineers. Franco, the AI CFO, builds your forecast. Rocco, the AI risk officer, turns your numbers into a checklist of risks and opportunities. Vicky, the AI VC, challenges your forecast and prepares you for investor questions. June sends your question to the right agent and shows you options to consider, in plain language.
What does it cost?
Finance for Founders is $85/mo, CAD in Canada, USD elsewhere. Finance for Founders Premium is $200/mo on the same terms and adds a quarterly call with one of our CPAs, who goes over your books top to bottom and digs into how to clear your next hurdle. If we already do your bookkeeping, tax or fractional CFO work, the software is free.
Is there a free trial?
No. You pick a plan and pay before your first forecast. You can cancel any time.
Who is it built for?
Startups that have a bookkeeper but not a CFO. They don't need a fractional CFO yet, but they need a forecast built from their own numbers. We work with founders in Canada and the US.
Does the forecast update when my books close?
Yes, when your books are connected. Connect QuickBooks or Xero, and once your bookkeeper closes the month, June compares actual against plan and rolls the forecast forward. Without a connection you can upload a CSV or work from your answers alone.
Which investors does Vicky know?
Vicky has context on how different investors think, from named firms such as YC and a16z to investor types from pre-seed and angels through seed, SaaS Series A, deep tech, and Canadian public and co-invest programs. Pick the investor and your stage, and she tailors the challenge, shows what to tighten in your forecast, and prepares you for the questions that investor is likely to ask. Each named lens is built only from that firm's public writing, linked in the app. June is not affiliated with any of them.
Is Vicky giving me investment advice?
No. Vicky prepares you for the questions investors ask. She never recommends investing, valuing a company or picking terms. Vicky is in beta. She gets better every week, so read her work before it goes to an investor.
Do I need to understand accounting to use it?
No. The agents use accounting rules underneath, but they talk to you in plain words. Where a term is unavoidable, it comes with a one-line explanation.
Can my bookkeeper or co-founder see it?
Yes. Invite teammates, your bookkeeper or your accounting firm into your workspace. An invited accountant sees your company only.
Your bookkeeping is done, but you don't have a CFO.
Your books are done every month. What nobody does is turn them into a forecast. How long does the money last? Can we afford this hire? What happens if the big customer pays sixty days late? When do we need to raise, and how much? Your bookkeeper records what happened. These are questions about what happens next.
So the forecast ends up being you, late at night, in a spreadsheet template you found online. Nothing ties it back to your books. Nobody checks it. The first person who really pushes on it is an investor, in the meeting, and that is a bad time to find the hole.
You don't need a CFO yet. You need a forecast built from your own numbers. The usual ways to get one are built for a company a few stages ahead of yours.
Option 1
Hire a finance lead
A full salary, benefits and a search that takes months. At your stage the real finance work is a few days a month, so you are paying a senior person for a part-time job, or hiring someone junior who can't tell you when the plan is wrong.
Too early.
Option 2
Retain a fractional CFO
Good ones are worth it, and they charge like it. You pay a monthly retainer for their hours, the model lives in their spreadsheet, and every change waits for their calendar. For a company that mainly needs a forecast, it's more than you need.
More than you need.
Option 3
Do it yourself
It's free, but your hours go into formulas instead of customers. A generic AI chatbot will happily write a forecast too, but it has never seen your books, it doesn't know accounting, and nobody checks its math.
Nobody checks it.
What going without a forecast looks like
- You find out cash is short when a supplier payment bounces, not ninety days before.
- You make your next hire on a feeling, because nobody modelled what it does to runway.
- A partner asks for your burn multiple and you guess.
- Your forecast says one thing, your books say another, and you can't tell which one is wrong.
- You raise too late, from a weaker position, because the date crept up on you.
What you need is a finance team's judgement, in a tool you run yourself, that shows its work so you can trust it.
Meet your AI finance team.
From $85 a month. You pick your plan before your first forecast. Cancel any time.