A CFO pack every month · Lesson 2 of 8

See it first, then start free

1:08 · Captions: English, Arabic, French and Chinese.

Before you pay for advice, you want to see what you'd get. Snappy CFO shows you a whole pack first.

What you'll learn

  • See a sample pack
  • Start your free month
  • Get ready for your first review

Step by step

  1. Snappy CFO in the Work Space — Salma runs Oasis Line, a fit-out and maintenance company in Dubai. She opens Snappy CFO from her Work Space.
  2. A sample pack — Before anything else: a real pack, made for a fictional design studio — the deck, the report and the walkthrough.
  3. A page of the sample — Each page answers one question an owner asks. This one: where the cash goes over the next six months.
  4. The free month — Her first month is free, and there's no card to enter.
  5. The data terms — One thing to agree to: only summaries leave her books — figures and forecasts, with every name replaced by a code — and the model can't learn from them. Nothing else to fill in: everything it needs is already in her SnapLedger.
  6. Lock the month — The last step is one she does anyway: she locks the month. A week after her close day, her first review is ready.

A free month, nothing to fill in. Next: her first review.