The SMB Turnaround platform

Make the numbers
part of the operating rhythm.

Bring financial visibility, cash planning and accountable action into one workspace. Keep the facts, assumptions and next steps connected.

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One workspace. Four connected disciplines.

Follow the work, end to end.

01 / Financial fact base

Know what supports the numbers.

Enter a dated reporting period manually or import the supported CSV format. Keep the accounting basis, cash date and source visible. Missing information stays distinguishable from a confirmed zero.

QuickBooks import is available when a connection has been configured and authorized. It is not required to explore the product.

Explore financials

Reporting periodIllustrative

A fact base you can trace.

Period: October 1–31, 2026
Accounting basis: Accrual
Currency: USD
Source: Sample statements

A reporting period, a cash balance and a forecast describe different things. Keep their dates and assumptions explicit.

02 / Cash planning

Make timing visible.

Build a 13-week view of expected receipts and payments. See the lowest projected cash balance as well as the ending position. Adjust assumptions and compare scenarios before bringing a question to the team.

The plan reflects the inputs you provide. Historical run rates are starting assumptions to review, not a substitute for actual collection dates and payment commitments.

Explore the cash plan

13-week outlookIllustrative · USD

Opening cash$84,000

Lowest planned cash$44,500

Projected balances based on sample assumptions.

03 / Action ownership

Give the next step an owner.

Review rule-based playbook suggestions tied to your financial inputs. See why an action was surfaced, then decide whether it fits your business.

Assign an owner, set a due date, record the status and keep notes with the work. Record realized cash outcomes separately from the activity itself.

Explore the action plan

Illustrative action

Turn overdue invoices into cash.

Confirm the open items, resolve questions and request payment dates.

Owner: Finance lead
Next step: Review overdue balances
Review point: Weekly operating review
Evidence: Confirmed dates and observed receipts

04 / Weekly review

Bring the plan back to reality.

Record weekly actuals, compare them with the plan and explain the differences. Revisit assumptions and open actions so that next week begins with a current position.

Export a summary when you need to bring the discussion to an adviser. The owner remains responsible for the decisions and the quality of the information supplied.

Explore weekly review

The weekly conversation

What actually happened?
What explains the difference?
What needs to change in the plan?
Who owns the next step?

Read the review guide

A clear understanding of the product

You stay in control.

Visible assumptions

Financial periods, sources and forecast assumptions are part of the working record. Suggestions should be reviewed in the context of your business.

Sample and customer data stay separate

The public demo uses an illustrative business. Your authenticated workspace uses the information you enter or authorize for import.

Practical limits

The product organizes information and work. It does not initiate accounting entries or payments, make lending decisions or replace qualified professional advice.

The next conversation

See the workspace in the context of your business.

Tell us about your business, the pressures you are working through and the level of help you need.

Discuss your business