307 results found
    1. Estimate Module

      Estimate Module

      Estimate Module The Estimate Module enables advisors to create fast, high-level business valuations in minutes, providing clients with an initial indication of value before a full valuation engagement. By combining company information, financial data, and market benchmarks, it helps advisors quickly qualify opportunities, start valuation conversations, and identify prospects that may benefit from more detailed advisory services. Grow Your Advisory Offering The Estimate Module helps advisors generate more leads and expand their service offering by providing a simple entry point into valuation discussions. Instead of spending significant time on preliminary assessments, advisors can deliver professional value estimates quickly, engage more prospects, and convert estimate requests into full valuation, M&A, fundraising, or strategic advisory engagements.

    2. Executive Dashboard & Reporting

      Executive Dashboard & Reporting

      The Finzu Dashboard is designed to give business owners and senior finance leaders an immediate, accurate picture of the business — not a snapshot from three weeks ago. Core performance metrics are surfaced at a glance: monthly revenue with month-on-month trend, total operational expenses, net profit, and the aggregate value of outstanding receivables. Top clients by revenue and top suppliers by spend are tracked over a rolling 12-month window, giving strategic context alongside the day-to-day numbers. The reporting suite covers the full financial statement set: Profit & Loss, Balance Sheet, and Cash Flow statements are always current and always accurate, because the underlying ledger never closes. Drill-down views into Accounts Receivable, Accounts Payable and the full Nominal Ledger are available at any time. For businesses with compliance or ESG obligations, Finzu also includes a dedicated Sustainability metrics module and Statutory Accounts output. Everything in one workspace. Always real time. No waiting for month end. Visit finzu.ai to register for Beta access ahead of our 2026 launch.

    3. ExpenseIn

      ExpenseIn

      ExpenseIn combines receipt scanning, automated policy enforcement and seamless integration with your accounting package to make expense management effortless. The ExpenseIn app is perfect for recording expenses on-the-go. Each of our powerful features is designed with an intuitive interface that puts user experience first. Our cloud-based software is compliant with UK & Irish tax law and makes everything from approvals to audits easier. With full visibility of all business expenditure, ExpenseIn empowers you to make smarter financial decisions. At ExpenseIn, we pride ourselves on our multi-channel, UK-based support team. We make it our priority to understand every one of our customer's expense needs and provide unparalleled support at every stage. Key Features • Mobile app: Record expenses and submit receipts from anywhere. • Fast approvals: Speed up approval decisions with online tools and notifications. • Flexible integration: Share data with your accounts package. • Automated policies: Increase policy compliance and reduce expense fraud. • Real-time reporting: Track reimbursements, analyse VAT and audit real-time expenses. • Smart mileage: Verify user-entered mileages with our automatic mileage calculator.