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Getting Started

Welcome! Are you ready to create robust financial models super fast? In this page you'll get an introduction on what Fluxo does and how you can start using it.

What is Fluxo?

Fluxo is a financial modeling software. We enable you to create a financial model for your business faster by automating most of the tedious tasks and offering an easy to use table interface. Financial modeling with Fluxo facilitates data input, forecasting logic, and sharing:

  • Data input: with API and database integrations, we're starting with QuickBooks Online;
  • Forecasting logic: with an intuitive UI that lets the user add assumptions that automatically get transformed into formulas;
  • Sharing: with links and access control to the entire model or specific reports.

How to create an account?

To create an account, go to our website and click "Start Free Trial". You will be redirected to our sign up process, just follow the steps below.

User Setup

The User Setup includes:

  • First Name: Your first name.
  • Last Name: Your last name.
  • Phone: Your phone number. We'll never call you or text you unless you give us authorization.
  • Position: Your title at the current organization.
  • Email: It should be pre-filled, it's the email you used to create the account.
  • New Password / Confirm Password: The password used to login to the account. Please, use a secure password.

Account Setup

The Account Setup includes:

  • Account Name: This is the name of your organization.
  • Start Actuals On: This is how far back you wish to add data from. Usually for startups it's the date they started using their accounting software. For larger companies we allow up to 3 years of actuals.
  • How many years should be forecasted: This is how long your plans will be. Usually companies select between 2 and 5 years. The earlier stage your company is, the harder it is to create long term projections.
  • Subscription Tier: Your pricing plan. If you don't know yet, just select the "Startup" plan, this can be adjusted later.

Add Payment Method

Next, you'll be prompted to add a credit card. We'll only charge the credit card after the free trial is over and you can cancel it at anytime.

Fluxo is a very processing intensive app, and we pride ourselves on our amazing customer support, so we ask for credit cards upfront so that only people who are really interested will sign up.

How does Fluxo work?

The core functionality in Fluxo is building financial models with forecasts referencing historical data.

Sounds complicated? It's not, once you understand the pieces, it all fits together beautifully.

What are tables and rows?

Tables are groups of rows. They serve to organize your finance so you know where to look for what.

Rows are line items that contains both historical data (actuals) and forecasts (plans).

For example:

  • Table: P&L. Rows: Revenue, Cost, Gross Profit, General Expenses, Operating Profit, Taxes, Net Profit.
  • Table: Revenue. Rows: New Clients, Churn, Total Clients, Price, Revenue.

Note in the example above how you can have Revenue as a row of P&L, but you can also have a whole table dedicated to Revenue (breaking down its components). You have total flexibility to decide which tables and rows you create within Fluxo.

(For more details, see Tables)

What are actuals?

Actuals are your historical data. They can be inputted manually, automatically via formulas, or automatically via sources.

To add a new month, you need to go to the Actuals section on the menu and select "Start New Month". That month will then be available for you to input data.

The new month will only show on your tables once you finalize it. If you finalize part of the tables for a month, but not all of them, that month will still not be displayed, as we only consider fully finalized months.

(For more details, see Actuals)

What's a source?

Sources are used to extract data from other services or databases to Fluxo. Currently the only source available is Quickbooks Online.

Once you add a source and connect it to your rows, the actuals for those rows will be automatically updated with data from the source.

You still need to start and finalize new months on the actuals page, as we have no other way to ensure that data coming from an external source contains a full month.

(For more details, see Sources)

What's a formula?

Formulas allow you to set a row to behave as a function of itself and/or other rows. You can add a formula to a row by hovering it, clicking the "..." icon, and selecting "Add/Edit Formula To Row".

You can refer to other rows by typing the name of the row and selecting from the auto-complete. You can also auto-refer to the row for which you are creating the formula with the self() function. In both these cases, the interval parameter allows you to refer to a relative value in the past. For example, self(2) is a reference to the row value from 2 months prior.

Once a formula is added to a row, the entire row, including actuals and forecasts, will use the formula to calculate its value.

What's a plan?

A plan is a scenario for forecasts. All plans within the same account share the same tables, rows, and actuals, but models and forecasts are different. That's because your past is the same no matter the scenario, but your future is dependent on your assumptions.

You will only see forecasts after you create your first plan.

What's a model?

A model is how you apply assumptions to a certain row to create forecasts. It can use the same functions as a formula, but it only applies to a certain period in the future and to one plan.

If you add one or more models to a row with a formula, models will overwrite the row formula, which means forecasts will be based on models, not formulas.

What's a report?

A report is a summary of a group of plans created for sharing and quick visualization. In a report, assumptions are the most important models that you have (and want to show), while key metrics are the numbers you want to follow.

Think of assumptions as why the key metrics will be what you are saying they will be.

(For more details, see Reports)