Blox

Open Blox, connect your ledger, CRM, payroll, and any CSVs, then map accounts once so numbers land in the right places every time. Pull in history, pick a ready-made structure for income statement, balance sheet, and cash, and define drivers like price, volume, headcount, and renewal rates. Set refresh rules (hourly, daily, month-end), lock versions for approvals, and give budget owners access aligned to their cost centers. Comment in-line, assign tasks, and keep an audit trail so you always know who changed what and when.

Turn metrics into action with dashboards that update as new data arrives. Track KPIs by product, channel, region, or team to run true divisional analysis without copy-paste. Set targets and alerts for variance thresholds so you catch misses early. In monthly close, reconcile actuals, roll the forecast, and explain movements with notes linked to assumptions. Build board-ready views with operating metrics, cohort trends, and unit economics in a few clicks, then export to Excel, PowerPoint, or PDF if needed.

Pressure-test your plan with scenarios. Create Base, Upside, and Downside cases, then tweak hiring ramps, discounting, churn, and sales cycles using sliders or time-based overrides. Run sensitivities on key levers and apply probability weights to produce expected outcomes. Layer on risk assessment by defining triggers, likelihood, and impact; route mitigation tasks to owners and watch risk scores roll up to the model. Enrich planning with market and industry inputs: load analyst data, competitor benchmarks, and macro assumptions; compare your share, growth, and unit costs to peers to guide strategy.

Manage cash with clarity. Build a 13-week cash view using receivables aging, payment calendars, and vendor terms, then extend to long-range runway and covenant tracking. Simulate draws, repayments, and interest to see covenant headroom before you commit. Plan hiring, capex, and marketing programs inside the same model so funding needs auto-update. Share tailored pages with treasury, sales, and operations so each team owns its piece without touching core logic. When it’s time to present, publish a locked snapshot and send a secure link—stakeholders can filter, drill in, and leave questions directly on the numbers.