Adjustable
AI Financial CRM
Adjustable connects your customers, actuals, forecasts, people, and capital in one financial operating system, then uses AI to explain what changed, what matters, and what to do next.
Financial command center
Revenue
$486K
+12.8%
Gross margin
72.4%
+2.1 pts
Runway
18.6 mo
Base case
Revenue and cash outlook
Actuals plus 12-month base forecast
AI insight
Hiring plan creates a cash inflection in November.
Delaying two planned hires by 60 days extends runway by 2.4 months without changing the revenue plan.
Revenue mapped
100%
Close checks
14 / 15
Client mismatch
2
Model health
Strong
1
Connected financial system
3
Integrated statements
60
Months of planning visibility
AI
Grounded in company context
The difference
Client, accounting, planning, and capital data live in one workspace instead of separate spreadsheets.
Actuals flow into forecasts, scenarios, runway analysis, and the next financial decision.
AI works from company context, financial structure, assumptions, and controlled finance workflows.
The financial stack
Each layer compounds the value of the next. Clean actuals make better forecasts. Connected operating data makes better insights. Better context makes AI more useful.
Actuals
Import accounting data, map accounts, reconcile client revenue, review exceptions, and close reporting periods with clear controls.
Customers
Track monthly client revenue, user counts, MRR, usage, upsells, downsells, and reconciliation directly beside the financial story.
Forecast
Create integrated scenarios across revenue, expenses, working capital, hiring, capex, debt, fundraising, and cash runway.
Operations
Connect headcount, cap table events, liabilities, fixed assets, inventory, and investments to the financial model and cash flow.
AI
Generate grounded insights, executive reports, investor updates, validation explanations, and decision support using company context.
Adjustable links the records behind performance to the assumptions behind the plan, so finance teams can move from reconciliation to decision-making without rebuilding the story every month.
Client revenue reconciles into Financial Statements
Headcount, financing, debt, and assets flow into the model
Cash Flow drives ending cash and runway
AI reporting uses the same connected financial context
Monthly, quarterly, and fiscal-year reporting with review, validation, close status, and controlled editing.
Revenue and user-count worksheets tied directly to customers and recurring revenue streams.
Integrated forecasts, scenarios, drivers, runway, fundraising requirements, and model validation.
Employees, contractors, planned hires, compensation, payroll burden, departments, and overrides.
Ownership, convertible instruments, planned raises, financing proceeds, and dilution planning.
Normalize accounting data into a consistent reporting structure across present and future integrations.
Period status, validation checks, exception workflows, audit history, and protected closed periods.
Executive reports, investor updates, management commentary, and company-aware financial insights.
How it works
Bring in accounting, client, and operating data.
Map accounts, resolve mismatches, and close periods.
Build scenarios across revenue, costs, and capital.
Understand runway, risks, and financial tradeoffs.
Share board-ready and executive-level outputs.
Adjustable AI
Grounded financial analysis
Management insight
Revenue is ahead of plan, but the hiring schedule shifts the minimum cash point forward by one quarter.
The largest driver is Sales and Marketing hiring beginning in September. Moving two roles to November preserves the growth plan while extending base-case runway.
Evidence used
Actuals, headcount plan, forecast drivers, and runway model
Suggested next step
Compare hiring timing across Base and Conservative scenarios
AI with financial context
Adjustable uses your financial structure, company profile, scenarios, decisions, and reporting context to generate more useful analysis with clear review points.
Mappings, confirmations, validation checks, and locked periods keep AI-assisted work reviewable.
Internal and external context helps produce safer financial analysis and public-facing narratives.
Turn findings into scenarios, reports, investor updates, and clear management actions.
Common questions
Adjustable sits above the accounting ledger. It helps finance teams organize actuals, connect customer and operating data, build forecasts, manage close workflows, and communicate decisions.
Adjustable is designed for founders, CFOs, fractional finance leaders, and finance teams that need a connected view of performance, customers, cash, and forward-looking plans.
AI is grounded in the company profile, financial data, forecast assumptions, and operating context. It supports analysis, validation, reporting, and narrative creation rather than acting as a generic chatbot.
Yes. Adjustable uses explicit review, mapping, confirmation, period-status, and override workflows so financial changes remain visible and intentional.
Ready to hit the target?
Move from scattered inputs and spreadsheet handoffs to one connected financial CRM for actuals, forecasts, customers, capital, and AI-powered reporting.