Monthly three-statement models for every client, in one workspace.
Up to 15 client companies, 5 seats, client logins and your logo. £499 a month.
In India, the Team plan is billed yearly or by invoice, to GST-registered businesses.
Create your workspace free, with no card. Add client companies when you move to the Team plan.
One workspace for all your clients
Each client company has its own models, tax settings and logins. Everyone in your team can work on every client.
- A monthly P&L, cash flow and balance sheet for each client, for up to seven years ahead.
- Base, downside and stress scenarios on every model.
- VAT or sales tax, corporation tax and employer costs already set up for the UK, every US state, the EU, the UAE and India.
- A new client takes 11 short steps, or start from their existing Excel file.
Client logins
Invite a client by email. They sign in and see only their own company's models, never anyone else's.
- Choose view-only or edit access for each person.
- They always see the current model, so there are no attachments to keep track of.
- Clients don't count towards your 5 seats.
Your logo and brand colour
Your logo and colour replace ours for your team, in your clients' logins and on your intake page. A small "Powered by Caiflo" line stays under your logo.
A branded intake link
Give founders one link with your name and logo on it. They send you their Caiflo model or an Excel file, with a short message, and it arrives in your workspace.
- Excel files up to 10 MB.
- You receive a copy. The founder's own account stays theirs.
Spot problems early
Before a client goes out to raise money, Caiflo works through the model and lists what doesn't add up, most important first.
- Cash that runs out, growth that's hard to believe, costs that don't keep up with the plan.
- Each item says where it is in the model and what to change.
- For uploaded Excel files: typed-over formulas and totals that don't tie, cell by cell.
- Fix firstCash runs out in March 2027The plan needs about £48,000 more than it has. Lowest point: March 2027.
- Worth fixingSales grow nine times in year twoYear 1 £933k, year 2 £8.46m. Very few companies grow that fast, so be ready to show why.
- Worth fixingOne product is 15.7% of its whole market34,511 units against a market of 220,000. Check the market size or the share.
- PassedThe balance sheet balances in every monthAssets equal liabilities plus equity, all 60 months.
Compared with building each model in a spreadsheet
| A spreadsheet per client | Caiflo | |
|---|---|---|
| Does the balance sheet balance? | Only if every link is right | Every month. We test it on 300 randomly generated models before each release |
| How was this number worked out? | Trace it cell by cell | Every line shows its formula in plain English |
| Tax and employer costs | Build and maintain them yourself | Set up for the UK, US states, the EU, the UAE and India |
| A new client | Copy the last client's file and clean it | Add the client and answer 11 steps, or import their Excel file |
| Sharing with the client | Email attachments and version names | A client login that always shows the current model |
| Still need Excel? | — | Download any model to Excel |
The Team plan
£499 a month
Up to 15 client companies and 5 seats, client logins, your logo and brand colour, and the branded intake link. Or £4,990 a year.
In India, the Team plan is billed yearly or by invoice, to GST-registered businesses.
Create your workspace free, with no card. Prices don't include VAT or other sales taxes. More than 15 clients or 5 seats? Talk to us.