Key Features

Easy Inputs

Assumptions panel includes instructions, tooltips and modeling shortcuts.

Visual Charts

Real-time charts & financial reports provide the power to visually shape your future.

Team Collaboration

Unlimited number of users can create projects together.

See How It Works

Real-Time Charts

Income vs Expenses Chart SumoSum

Income vs Expenses

Compares monthly income to expenses.

Income Chart SumoSum

Income Breakdown

Relative levels of income sources.

Cash Balance Chart SumoSum

Cash Balance

A running balance of cash on hand.

Cash Flow Chart SumoSum

Cash Flow

Monthly net difference in cash.

Use of Funds SumoSum

Use of Funds

Relative levels of expenditures.

Burn Rate SumoSum

Burn Rate

Monthly expenses.

Financial Reports

Income Statement SumoSum

Income Statement

Compares monthly income to expenses to determine net profit.

Cash Flow Report SumoSum

Cash Flow Report

Shows each month’s net difference in cash reserves.

Balance Sheet SumoSum

Balance Sheet

Compares assets against liabilities to determine net worth.

And More!

Free Membership

Join free. No strings attached. Upgrade to download reports.

Unlimited Projects

Create as many projects as you like.

Project Scenarios

Model variants as scenarios. Includes shortcut cloning.

Project Teams

Team members & advisors can create projects together.


Projects can be part of a group such as school class.

Consultants Directory

Members can offer forecasting services to others.

Templates Library

Members can share scenario templates for others to use.

Trending Shortcuts

Speed up forecasting with trending shortcut formulas.


Defend assumptions with footnotes that are included in Financial Reports.

Comment Channels

Exchange ideas through built-in comment channels.

Instant Messaging

Communicate with built-in real-time instant messaging.

Forecast Lengths

Choose from 6-month to 5-year financial forecasts.