Tell us what's broken — we'll show you exactly how we fix it with Financiario.
This takes 4 minutes. It replaces the first 15 minutes of every demo — so we spend the whole call on what matters to you.
About You & Your Business
So we can tailor the demo to your exact situation
Full name
*
First Name
Last Name
Email address
*
Confirmation Email
example@example.com
Company name
*
Company website
*
Your role/title
*
Country
*
Please Select
United States
Canada
United Kingdom
Australia
Other
Industry
*
Annual revenue in USD
*
Please Select
Under $5M
$5M–$15M
$15M–$30M
$30M–$75M
$75M–$150M
Over $150M
Number of employees
*
Please Select
1–10
11–25
26–50
51–100
101–250
250+
About Your Finance Team
Helps us understand what you already have in place
Who handles financial reporting today?
*
Please Select
Full CFO internal
Controller only
Controller + external accountant
Fractional CFO
CEO/owner handles it
We are in transition
What accounting software do you use? (e.g. QuickBooks, Sage, NetSuite, Dynamics)
*
What roles are staffed in your finance team?
*
CEO handles finance
Controller
VP Finance
CFO
External accountant only
Fractional CFO
How long does month-end close take?
Please Select
Within 5 business days
1-2 weeks
3-4 weeks
We have no consistent close process
Tell us what's broken — we'll show you exactly how we fix it.
This is the most important section. Be as specific as you can
What is the number 1 financial problem that brought you here?
*
Which of these do you currently struggle with? Select all that apply
*
I don't have a clear picture of my cash position, just my P&L
I can't figure out how much debt we can safely take on
Major decisions like capex, hiring or dividend payouts are made without a full financial understanding
Month-end reporting takes too long or I don't fully trust the numbers
I have no forward financial plan beyond the current year budget
Preparing for a bank meeting board review or investor presentation takes days of manual work
We have had a covenant breach or near-miss or cash surprise in the past 2 years
Most financial knowledge sits with one person and I feel exposed
We are preparing for PE investment, a sale, an expension or a major financing
Our financial reporting is not at the level our growth requires
Is there a specific decision or deadline driving urgency?
Strategic Context
Optional but very useful — helps us show you our most relevant capabilities
What does growth look like for you in the next 2-3 years?
*
Please Select
Organic growth — scale revenue with existing model
Acquisition or merger in the plan
Preparing for PE investment or external capital
Preparing for a sale or exit
Stabilise and improve profitability before next move
Not sure yet
How would you describe your relationship with your bank or lenders?
*
Please Select
Strong — they trust our numbers and we have headroom
Okay — functional but we could present better
Strained — we have had covenant issues or difficult conversations
We are actively looking for new or additional financing
Not applicable
Who will be joining this demo with you?
Anything else we should know before the demo?
Schedule My Live Demo
Should be Empty: