Kordis

Kordis offers a software solution for real-time performance (or KPI) tracking with simplified forecasting to help make key business decisions. They present the tool as a Fractional CFO-as-a-service platform.

And Kordis's Cash Flow Tool can be used to build accurate forecasts without having to wrestle with complicated Excel Spreadsheets or QuickBooks. Using Plaid to connect to a bank account directly, Kordis is able to produce forecasts without needing other software. Users can visualize daily cash flow changes in the Cash Flow Calendar view, or create forecasts that predict daily transactions for a business and adjust as needed.

The vendor states the tool is designed for internal CFO team so that they’re able to spend less time on easy but time consuming tasks and more time doing critical thinking related tasks. The tool helps users to cut down on unnecessary client communication.