Post Series A Companies

Pro forma spreadsheet not scaling? We can help.

Pry enables your team to manage finances faster and better than a pro forma spreadsheet. It’s only $135-$360 per month with our Pro plan.

pry financial report

Fast, reliable financial metrics for the whole team.

What you get:

  • Sharing and access controls
  • Pre-built integrations
  • Scenarios
  • Custom reports
  • Revision history
Try it Free (No CC Required)

One glance to understand your finances

Forget about switching between Excel, QuickBooks, Stripe, and Gusto on a monthly or weekly basis to get a picture of your financial future. Pry gathers data from all these sources to create the first meaningful alternative to pro forma financial statements.

The pro forma of your dreams

No more gatekeeping and hoops to jump through to get insights from your financials.

  • Review your P&L statement in 5 minutes.
  • Drill into transactions on the same page.
  • Or update your hiring plan and model assumptions with a click.

Seemless integrations

Pry’s seamless banking, payroll, and accounting integrations save time and keep data fresh by automatically syncing once a day.

  • 1,000s of U.S. banks and credit cards supported
  • Integrates with QuickBooks and Xero
  • Connects to 15 different payroll providers

Financial clarity = faster decisions

With Pry’s dashboard, you can easily demonstrate important metrics to Series B investors, like annual recurring revenue, year-over-year revenue growth, customer retention, and customer acquisition costs.

We even use Pry in our exec meetings. Our small team will log in to look at our metrics in real-time. It’s easy enough to add potential hires like six extra engineers or two execs with big salaries. Pry might tell us that actually makes no difference whatsoever to our runway. So we should obviously hire them. We can make the decision quickly, and move on.

James HawkinsCo-Founder & CEO of PostHog

Give the right information to the right people

With Pry’s roles & permission feature, you can share access with your team, restricting information to only what they need.

You’ll also be able to give investors limited, on-demand access so they can understand the impact of their investments without seeing sensitive info. For example, investors could see financial statements and expense reports anytime in Pry—but not individual payroll data.

Be prepared for the future

With Pry’s Scenario Planning and Version Control, you can look into the future to predict how any given scenario will affect future finances as well as look into the past changes to see how you’ve grown. Pry lets you quickly create a new scenario and tweak assumptions without impacting your main operating budget.

Find the right path forward

When performing a sensitivity analysis, you can be realistic about target metrics like future headcount, sales goals, and budgeted expenses. Simply create different scenarios and set minimum and maximum variables. The best part is these scenarios are automatically synced, so you don’t need to re-create them every time bank account or payroll information changes.

Manage changes over time

Business are in a constant state of change. Tracking changes is crucial. Knowing where you’ve been is equally important as knowing where you’re going. Also important is being about to spot the inevitable mistakes when they happen. If you find any errors in the operating spreadsheet, you can open up Pry’s version control to see who made the change and when.

Customize everything based on your business needs

With Pry, everything is customizable. Our Financial Models are powerful and can handle anything you would normally model in Excel. Pry’s Financial Report comes with a drag-and-drop interface, so you can create custom P&L, balance sheet, or cashflow statements.

You can also customize Pry’s interactive Dashboard. Create new charts, chart any data, and rearrange the dashboard however you like. Then share your custom dashboard link with anyone you choose. Want to tweak specific costs like equipment expenses in your Hiring Plan? You can customize that, too. See the result of each scenario and adjust individual cost drivers without revising the entire calculation.

Be ultra conservative in your forecasting. For example, if you normally convert 20% of your leads, run a sensitivity analysis to see what happens if you only convert 15% and pivot accordingly, to give your plan enough cushion.

George DeebManaging Partner at Chicago-based Red Rocket Ventures

Get expert financial services as low as $135/mo with our Pro plan

Many startups outsource to a CFO firm, hire a junior-level finance person, or do without. With Pry, you get a professional finance tool at a price you can handle.

Need help setting everything up? We do that, too.
Talk to someone about our custom onboarding.

Pro Plan

$135/mo
Variable Pricing
Get Started
  • Recommended For:
  • $400,000/mo in expenses
  • 5 team members to access Pry
  • Unlimited bank connections, hires, financial models, dashboards, and scenario planning