Gregory Get early access

For startups · Early access

A forecast you can defend.

Connect your store and your books. Every month Gregory brings the actuals into your forecast, shows what moved, and answers questions in plain words. Every number points at the report it came from, so your board can check it instead of trusting it.

Get early access How it works

Shopify · QuickBooks · Xero · Excel · Google Sheets

Gregory’s web app on Bluebird Coffee, a demo company: Analytics, each output against the model’s budget.

Bluebird Coffee is a demo company. Its numbers are made up.

01How it works

Connect. See. Ask.

No finance team needed to start, and nothing to rebuild when you hire one.

Connect

Shopify for sales, QuickBooks or Xero for the books, and the spreadsheet you plan in, in OneDrive or Google Drive. Gregory reads one report a month from each. It never posts to your books.

See

Each month’s actuals land in your forecast under a rule signed once. The app shows where you stand against plan, and what moved since last month.

Ask

Why did margin drop? Which costs grew fastest? Ask in plain words. The answer points at the report or the cell it came from, and changes nothing until you sign.

  • Sales
  • Books
  • Books
  • Your model
  • Marketplace

02The app

Your numbers, every month.

Shot in the app, on Bluebird Coffee, a demo company.

Each output against the budget in the model, month by month, and net revenue from budget to actual by channel.

Against plan, month by month.

Every output, every month, better or worse than the budget in your model. Then where the gap came from, channel by channel.

Each line against the budget in the model, with the difference in dollars and percent.

Every line, against budget.

Shape the view: which outputs, which months, only the misses. Click a bar to see only it.

This month: the QuickBooks pull, eight lines matched, eight rows waiting.

What moved this month.

The pull from your books, what it matched, and what still waits for a signature.

A signed monthly package to investors: each output, its actual and forecast, and the signed inputs it rests on.

Send the board numbers they can check.

A package is the forecast, who signed each assumption, and what each number rests on, in one file. Whoever you send it to can check it has not changed since you signed.

03Trust

Yours, and checked.

0Changes to your forecast without you. Nothing applies on its own unless you signed the rule.
1Report a month from each source, read straight from the vendor. Never written back.
A gapNot a guess. A number with no source is flagged, never filled in.
Gregory in Excel: what moves the answer, the drivers under Cash.

When you hire a CFO, nothing is rebuilt.

Your CFO opens the same model in Excel, every number’s source and signature already there. Gregory for CFOs

Built by people from

  • MIT
  • USC
  • Goldman Sachs
  • Moelis
  • Soros Fund Management

20+ years of experience, combined.

Talk to us

We’ll get back to you.

Tell us who you are and what you keep the numbers in. One of us writes back.

Or write to hello@gregory.work