Question: Can you recommend a platform that integrates with my existing financial data tools, like Excel or QuickBooks, to create "what if" cash flow forecasts?

If you want a platform that works with your existing financial data tools like Excel or QuickBooks to build "what if" cash flow forecasts, whatifi could be a good choice. The service lets you build and share real-time financial models and cash flow forecasts without having to wrestle with spreadsheets and formulas. It also can import data from Excel, QuickBooks and Xero, and update it automatically. The service has a decision-tree-like interface for tracing transactions, and offers several pricing tiers, including a free preview plan.

Another powerful option is Causal, which can replace spreadsheets by letting you build financial models that connect to a variety of data sources. It connects to QuickBooks and Xero, as well as other accounting systems, and offers features like human-readable formulas, scenario planning and built-in currency conversion. Causal offers tiered pricing to accommodate different business needs, so it's a good option for more detailed financial planning.

Vena is also a good option if you're already using Microsoft 365 and Excel. Vena is natively integrated with Microsoft 365 and offers AI-powered financial planning and analysis. It offers a range of features, including budgeting, forecasting and cash flow planning, and lets you import your existing Excel spreadsheets into the system for more advanced capabilities. It's designed to improve planning and analytical capabilities, so it's a good option for finance-led planning.

If you prefer an automation-heavy approach, Datarails offers a full financial planning and analysis service that integrates with common accounting software. It centralizes financial data in one place, with features like data consolidation, financial reporting and AI-driven insights. That can help you save time and improve the reliability of your financial planning and forecasting, making it a good option for finance pros.