Futureproof
The Complete Financial OS

Five Modules. One Platform. Zero Spreadsheets.

AI bookkeeping, revenue metrics, forecasting, cap table modeling, and a virtual data room — everything you need to run your startup's finances in one place.

14-day free trial · No credit card required · Cancel anytime

AI Bookkeeping

Your Books, Organized in Minutes — Not Months

Connect your bank and let AI handle the rest. Futureproof automatically categorizes every transaction with startup-grade accuracy, so you always have clean, audit-ready books without hiring a bookkeeper.

  • Auto-categorizes transactions trained on thousands of startups
  • Bank-grade encryption with Plaid integration
  • Real-time P&L, balance sheet, and cash flow statements
  • Replaces QuickBooks, Xero, and your bookkeeper

Recent Transactions

Stripe Payout
Revenue+$12,450.00
Gusto Payroll
Payroll-$28,500.00
AWS Services
Infrastructure-$2,340.00
Notion Pro
Software-$96.00
AI categorized 847 transactions this month
Revenue Metrics

Know Your Numbers Cold — Before Investors Ask

Track the SaaS metrics that matter: MRR, ARR, churn, LTV, CAC, and net revenue retention. Futureproof pulls directly from your billing data so every metric is accurate, real-time, and investor-ready.

  • Automatic MRR, ARR, churn, and cohort analysis
  • Customer-level revenue breakdowns
  • Benchmarks against stage-matched startups
  • Replaces SaaSGrid, ChartMogul, and manual spreadsheets

MRR

$47.5k

+15%

ARR

$570k

+22%

Net Revenue Retention

112%

+3%

Churn Rate

2.1%

-0.4%
Finance

Plan the Next 24 Months With Confidence

Build dynamic financial models that update as your actuals change. Model hiring plans, revenue scenarios, and fundraising timelines — then see exactly how each decision impacts your runway.

  • Scenario planning for hiring, revenue, and expenses
  • Actuals-vs-forecast comparison that updates in real time
  • Headcount planning with salary bands and start dates
  • Replaces Finmark, Forecastr, and spreadsheet models

Runway Forecast

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug

Projected Runway

14 months

Actual
Forecast
Cap Table Modeling

Model Your Ownership — Before You Give It Away

Understand exactly how SAFEs, priced rounds, and option grants affect dilution. Visualize ownership across every scenario so you can negotiate from a position of knowledge, not guesswork.

  • SAFE and priced round waterfall modeling
  • Option pool creation and vesting schedules
  • Pro forma cap table for any funding scenario
  • Replaces Carta, Pulley, and legal spreadsheets
Founders60%
SAFE Investors20%
Option Pool10%
Advisors10%
Post-money Valuation$5,000,000
Virtual Data Room

Always Fundraising-Ready — Without the Scramble

Your financials, metrics, and documents are always organized, up-to-date, and shareable. When an investor asks for your data room, you send a link in 30 seconds — not 3 weeks.

  • Auto-populated with live financial data
  • Granular access controls and activity tracking
  • One-click sharing with investors and advisors
  • Replaces DocSend, Google Drive, and Dropbox folders

Virtual Data Room

📊

Financial Statements

12 files

2 hrs ago
📋

Cap Table & SAFE Notes

6 files

1 day ago
📈

Revenue & Metrics

8 files

Live
📄

Legal Documents

15 files

3 days ago
🎯

Pitch Deck & Materials

4 files

1 week ago
Encrypted & investor-ready

Stop Flying Blind.
Start Scaling Smart.

Get complete financial clarity in under 10 minutes. No more broken spreadsheets, no more QuickBooks chaos — just the insights you need to scale with confidence.

14-day free trial · No credit card required · Cancel anytime