# What the Finance Platform does

> A finance planning workspace for early-stage SaaS and AI companies: plan, forecast, price, compare plan with actuals, and ask an assistant that cites its numbers.

The Finance Platform is a shared workspace where a founder, a finance person, an accountant and investors plan
and control a company's finances together. It is built for small SaaS and AI companies without a finance team,
starting in Germany and the EU.

## What you can do

- **Write a business plan** with a guided builder: company profile, pricing, go-to-market, revenue, costs,
  headcount, cash and funding, then a plan draft you can export.
- **Forecast 36 months** of profit and loss, cash flow, a simplified balance sheet, runway, break-even and funding
  need. Every forecast run stores its inputs and their hash, so the same inputs always give the same result.
- **Compare scenarios** such as base, downside and upside side by side, and see how likely your goals are with a
  probabilistic forecast.
- **Price a subscription**: simulate candidate prices across conservative, base and optimistic cases and see
  break-even, payback and the money you need. See [Price a consumer subscription](/learn/guides/pricing-a-subscription).
- **Compare plan with actuals**: record invoices and expenses, import bank statements and spreadsheets, and see
  the variance with a drill-down to the records.
- **Ask the assistant**: questions such as "Can I hire a salesperson in February and keep 12 months of runway?"
  The assistant drafts a scenario, runs it and answers with the figures and the run it used. It cannot approve
  anything or change your records on its own.
- **Prove your numbers**: sign KPIs as a statement anyone can verify, or open a read-only data room for a bank
  or investor. See [Share numbers you can prove](/learn/guides/verify-a-statement).

## Every number is traceable

Each calculation has a published formula, the values it used and a plain-language explanation. The
[formula reference](/learn/formulas/forecast) lists them all.

## Open to your own tools and agents

Workspaces can be reached through a REST API, OAuth apps, signed webhooks and an MCP endpoint, so your own AI
agent can use the same governed tools as ours. See [Connect your own AI agent](/learn/guides/connect-your-agent).