Foundation
11 features ▼
Multi-Client Dashboard
See all your clients' financial health at a glance. Color-coded alerts flag cash runway issues, AR aging risks, and margin compression before they become problems.
Automated Financial Reports
Two report types: Financial Intelligence Reports with KPIs, charts, and AI narrative, and Budget vs Actuals Reports with variance commentary. Review, edit with AI, approve, and send as branded Word documents.
Budget vs Actuals
Upload any budget spreadsheet -- AI maps it to your accounting data automatically. YTD dashboard with 6 summary cards, variance waterfall chart, and AI-generated commentary explaining what's driving every gap.
Customizable KPIs & Charts
Drag, resize, and lock dashboard widgets. Choose from 70+ pre-built charts and KPIs across 6 industries, or build your own with the custom chart builder.
Client Portal
Give your clients their own login to view reports, dashboards, and chat with AI about their numbers. They see only their company. You control what they access.
70+ Industry KPIs
Pre-built charts and KPIs across 6 industries: SaaS, eCommerce, Professional Services, Manufacturing, Nonprofit, and Universal. AI recommends what matters for each client.
Institutional Memory
DMW FinTel remembers. Every month it compares performance to prior periods, tracks whether flagged trends are improving or worsening, and builds a financial history that gets smarter over time.
Document Intelligence
Upload anything -- budgets, CRM exports, marketing reports, meeting notes, payroll data. AI parses, categorizes, and extracts data automatically. Every document becomes institutional knowledge the AI uses going forward.
Integration Hub
Connect your accounting platform, CRM, marketing tools, and payroll. One AI with full context across every data source. Not siloed -- unified intelligence.
Subscription Metrics
For SaaS and subscription businesses, track MRR, ARR, churn rate, ARPU, and net new MRR with waterfall charts and plan breakdowns. Connects directly to your billing platform for daily sync.
Resource Library
18 expert articles including quick start guides, CFO and CPA playbooks, integration guides, and feature references. Persona-filtered views for CFOs, founders, and accounting firms. Available to your clients through their portal.
Planning & Analysis
9 features ▼
Three-Statement Forecast
Fully linked P&L, Balance Sheet, and Cash Flow forecast. AI projects every line item using historical trends, documents, and recommendations. Natural language overrides -- type "set marketing to 10% of revenue" and the model updates. Revenue Model toggle blends CRM pipeline, marketing attribution, and subscription revenue directly into your P&L. Save and restore forecast versions with named snapshots. Excel export with 8-10 sheets and 397 pre-built formulas.
AI Forecasting
AI-driven three-statement forecasting covering P&L, Balance Sheet, and Cash Flow. Every projection blends historical trends, documents, and AI recommendations. Natural language overrides, scenario overlays, budget alignment, and Excel export with 8-10 sheets. Click any cell to see why it was projected.
Scenario Planning
Model any decision before you make it. "What if we hire 2 engineers?" "What if our biggest client churns?" See the 12-month cash impact instantly.
Pro Forma Projections
Upload a pro forma or budget -- AI extracts monthly figures and generates 12-month forward projections. Cash balance drill-down shows operations, investing, and financing. Toggle between data sources.
Revenue Model
Unified revenue forecast combining sales pipeline, marketing attribution, budget targets, and actuals. Gap analysis shows exactly where you're tracking. Works with CRM data, marketing platforms, and accounting data simultaneously.
Cash Runway
See exactly how many months of cash you have. Three scenarios. Monthly burn rate. Reserve targets. Forecast-first source engine prioritizes your pro forma data with automatic fallback through budget and trailing sources. Three-scenario overlay with monthly burn rate.
Labor Model
Upload a payroll report and AI maps employees, departments, and costs automatically. See fully loaded cost per hire including salary, taxes, and benefits. Model future hires with start dates and see the cash flow impact instantly. Feeds directly into the forecast.
Debt Schedule & Covenant Monitoring
Six loan types: term loans, interest-only, simple paydown, lines of credit, balloon, and merchant cash advances (MCA). MCAs automatically adjust payments based on monthly revenue. Automatic three-statement integration. Covenant monitoring with breach alerts. Upload a loan document and AI extracts the terms automatically.
Inventory Schedules
Track and project inventory across product-based businesses. Three projection methods: target days inventory outstanding, fixed purchases, or manual overrides. AI imports parameters from documents. Feeds directly into your Balance Sheet and Cash Flow forecast.
Transaction Advisory
6 features ▼
Quality of Earnings Analysis
A 10-tab QoE workspace for sell-side prep and buy-side diligence. AI normalizes earnings, builds the EBITDA bridge, analyzes revenue quality and working capital, assesses risks, and generates a branded QoE report. Institutional quality.
Valuation -- Three Methodologies
DCF with full WACC calculator and sensitivity analysis. Comparable companies with AI-suggested public comps. Precedent transactions with AI-suggested deals. Football field chart showing the range across all three methods. Valuation memo export.
Cap Table Management
Track share classes, shareholders, options, SAFEs, and convertible notes. Waterfall analysis showing payouts at various exit values. Model new funding rounds and see dilution impact. Fully diluted share count feeds into the Valuation module.
Pitch Deck -- Financial Slides
Six investor-ready slide types auto-populated from your DMW FinTel data: Financial Highlights, Revenue Trajectory, Projections, Use of Funds, Cap Table Summary, and KPIs. Numbers update as your data updates. Export to PowerPoint.
Secure Data Room
35-folder M&A structure with granular permissions, activity tracking, and audit logs. Invite buyers, investors, and legal counsel with role-based access. Auto-populate from DMW FinTel -- financial statements, reports, and cap table flow in with one click.
Investor-Ready Financials
Preparing for fundraising? Generate investor-grade financial slides directly from your DMW FinTel data -- revenue trajectory, unit economics, projections, key metrics, and use of funds. One click to board-ready financials.
AI Intelligence
4 features ▼
AI Chat -- Ask Anything
Three chat scopes: Portfolio Chat for cross-client analysis, Client Chat for deep single-company insight, and Portal Chat for client self-service. Inline charts, tables, and KPI cards in responses. Generate branded Word docs and Excel files from conversation.
AI-Written Narratives
Every report, variance analysis, and forecast includes AI-generated commentary that reads like it was written by your team. Contextual, client-specific, and editable before delivery. No more staring at a blank page writing month-end summaries.
Document Intelligence
Upload contracts, loan agreements, tax returns, or any financial document. AI extracts key terms, surfaces relevant data in chat, and connects document context to your live financials. Search across your entire document library instantly.
AI Forecast Engine
Projections built on trailing trends, linear regression, and seasonality detection -- not static assumptions. The engine evaluates multiple models per line item and picks the best fit. Override any projection with scenario-specific assumptions and see the impact cascade across all three statements.