Your financial model
shouldn't be a spreadsheet.
Most companies build their forecast in Excel every week. By the time it's done, the data is stale.
What We Do
We build an automated FP&A layer connected to QuickBooks, Stripe, Bill.com. Revenue, expenses, cash — everything updates in real-time.
Log in any time. See your position. Run scenarios in seconds. No more weekly spreadsheet rebuilds.
What This Looks Like
Before
4 Hours/Week
Manual exports, spreadsheet updates. 208 hours/year. Board prep takes 2 days.
After
+$20K Cash
208 hours reclaimed (~$20K value). Real-time dashboard. Board prep in 30 minutes.
The Spreadsheet Trap
Every Monday, someone exports QuickBooks data. They spend 4 hours updating the model. They tweak assumptions. They send it to the CFO. The CFO sends it back with changes.
By Friday, you have a forecast. But it's based on data from Monday. In a fast-moving company, a week-old forecast is useless.
The result: you're making decisions on stale data. Your runway forecast is wrong. Your board deck is wrong. You don't know your real position until you build the spreadsheet.
How It Works
Integrate data sources
QuickBooks, Stripe, Bill.com, CRM. Financial data flows automatically — no manual exports.
Build model in code
Revenue drivers, expense categories, cash flow timing. Everything flows through the model automatically.
Launch real-time dashboard
Log in anytime. See position, projection, scenarios. All live. No weekly rebuild.
Set automated alerts
We alert you when actuals diverge from plan. When cash drops below threshold. You don't have to check.
Who This Is For
- SaaS, e-commerce, or agencies at $5M–$50M revenue
- Building forecasts in Excel manually
- Board or investor pressure for real-time visibility
- Need scenario modeling but don't have time
Who This Is NOT For
Companies that already have a strong FP&A function running automated forecasts (you've solved this). Pre-revenue companies (no data to automate yet). Companies with extremely complex multi-currency, multi-entity structures (we can handle most, but some edge cases need custom builds).
About Eagle Rock CFO
We're former operators who've run companies at scale. Bain Capital. PE-backed businesses. We've sat in the room where capital allocation decisions get made. We combine fractional CFO expertise with AI-powered financial operations to deliver the finance function of a company twice your size — at a fraction of the cost.
Stop rebuilding spreadsheets
Book a 15-minute finance review. We'll show you what automated FP&A looks like.
Book 15-Minute Finance Review