Software Built by Fractional CFOs for Fractional CFOs

Features and Benefits

No need to keep spending time building tricky spreadsheets or updating actuals. We designed Kordis to help you automate routine tasks and prioritize a strategic approach to business finance.

Compare your forecasts to actuals without having to manually pull in the data. With QuickBooks integrated directly into Kordis, you’ll always have up-to-date actuals to compare against your models.

Use the real time dashboard as a way to keep your clients updated with their business’s performance, and reduce unnecessary communication efforts.

We’re developing an optimized spreadsheet for finance professionals that does everything you need it to do, while keeping the shortcuts and formulas you know and love.

Coming soon

Expert Reporting

Create financial models and easily share them with your clients, without the headache of exporting endless files.

Automate Your Reporting Processes

Start working with live data and customize your reports to tell your clients a fully personalized story.

No More Steep Learning Curves

Our reporting platform is highly intuitive and works just as other platforms you’re used to, but with a modern and professional twist.

Make Your Work Stand Out

Create transparent, fast and high-quality insights without having to rely on obsolete spreadsheets.

Better Communication With Clients

No need to have 10+ platforms for reporting. Improve the communication with your clients by using a platform that can house all of your data.

Learn More

FAQ's

How does Kordis software integrate with existing accounting systems?

We sync QuickBooks data to Kordis. We also allow you to directly link your business bank accounts which give you access to our Cash Flow Tools.

Can Kordis FP&A software support multi-entity financial consolidation?

Not yet, but this is in our roadmap.

How secure is my financial data within Kordis software?

Your data is stored on Amazon Web Services following the highest-quality security standards it has to offer.

Is Kordis FP&A software suitable for businesses of all sizes?

Right now Kordis FP&A is geared towards Small & Medium Businesses (SMBs) and Startups as well as fractional CFOs who work with SMBs/startups.

Does Kordis offer real-time financial data processing?

Yes, every time you sync your Kordis integrations, we are pulling the latest data from your systems of record.

How does Kordis software facilitate budgeting and forecasting?

We're currently updating our platform so this feature is not available. We will have updates soon!

What kind of customer support does Kordis offer for its software?

We have a dedicated Slack channel that we invite users to incase they have questions or notice any bugs. We also have Intercom included in Kordis so you can directly reach out to our tech support team.

Can Kordis software handle different currencies for international businesses?

Right now Kordis only supports US Dollars.

How does Kordis ensure accuracy and consistency in financial reporting?

Kordis has reconciliations running in the background comparing your accounting data to QuickBooks. These checks run multiple times a day.

Can I access Kordis FP&A software on mobile devices?

Kordis is not available on mobile web at this time.

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How does Kordis software assist with regulatory compliance and reporting?

Right now Kordis is focused on forecasting & analysis and not regulatory compliance & reporting.

Does Kordis provide training for new users of its FP&A software?

We provide an onboarding call to walk new users through the Kordis platform and are willing to offer ad hoc training as needed.

How frequently is the software updated with new features?

We launch new features every few weeks!

Can Kordis software track and manage cash flow in real-time?

Yes, every time you sync your Kordis integrations, we are pulling the latest data from your systems of record.

What are the system requirements to run Kordis FP&A software?

Kordis FP&A software is in the cloud! So as long as you have a modern web browser, Kordis should run well for your system.

How does Kordis FP&A software help with strategic planning?

Yes! You can use Kordis to project out different business scenarios to project out potential income & expenses. This can help you to pick an execution path for strategic planning.

Can I trial Kordis FP&A software before committing to a purchase?

Yes. We offer a 14 day free trial with no credit card needed to access.

Finally - software built by Fractional CFOs for Fractional CFOs

Features and Benefits

A Reliable Cash Flow Tool

Expert Reporting

Fractional CFOs who don’t use Kordis vs Fractional CFOs who use Kordis

Fractional CFOs who don’t use Kordis

Fractional CFOs who use Kordis

FAQ's