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Eliminate the need for time-consuming Excel gymnastics. With just a few clicks, you can effortlessly pull in data from diverse sources, enabling you to create comprehensive spreadsheets in record time without a dozen different tabs
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Boost the financial literacy of your key stakeholders with our real-time data dashboard. Leave behind outdated, static reports and embrace dynamic visualizations that empower your team to make informed decisions.
Create multiple iterations of models to showcase to c-suite executives to inform key business decisions and overall strategy.
Excel Keyboard shortcuts to make sure you’re able to efficiently complete all of your spreadsheet work.
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Simple dashboard to track real time business KPIs across your various systems of record
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Cloud-based modeling software to project out different business scenarios
Slice and dice sales data to understand key revenue drivers and inventory needs
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Real-time report updates from data integrations
Cloud-based spreadsheets with Excel shortcuts
Data mappings that automatically update with each integration sync
Email digests of your financial key performance indicators (KPIs)
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We sync QuickBooks data to Kordis. We also allow you to directly link your business bank accounts which give you access to our Cash Flow Tools.
Not yet, but this is in our roadmap.
You can build models financial models based on specific business segments, or for your entire business similar w/ our spreadsheet functionality
Your data is stored on Amazon Web Services following the highest-quality security standards it has to offer.
Right now Kordis FP&A is geared towards Small & Medium Businesses (SMBs) and Startups as well as fractional CFOs who work with SMBs/startups.
We allow you to map your financial categories to summary-level buckets that you can customize to your organization's needs.
Yes, every time you sync your Kordis integrations, we are pulling the latest data from your systems of record.
We're currently updating our platform so this feature is not available. We will have updates soon!
We have a dedicated Slack channel that we invite users to incase they have questions or notice any bugs. We also have Intercom included in Kordis so you can directly reach out to our tech support team.
Right now Kordis only supports US Dollars.
Kordis has reconciliations running in the background comparing your accounting data to QuickBooks. These checks run multiple times a day.
Kordis is not available on mobile web at this time.
Right now Kordis is focused on forecasting & analysis and not regulatory compliance & reporting.
We provide an onboarding call to walk new users through the Kordis platform and are willing to offer ad hoc training as needed.
We launch new features every few weeks!
Yes, every time you sync your Kordis integrations, we are pulling the latest data from your systems of record.
Kordis FP&A software is in the cloud! So as long as you have a modern web browser, Kordis should run well for your system.
Yes! You can use Kordis to project out different business scenarios to project out potential income & expenses. This can help you to pick an execution path for strategic planning.
Yes. We offer a 14 day free trial with no credit card needed to access.
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