Financial wellness at your fingertips
Kordis is the only software you need to simplify accounting, forecasting, and financial reporting. A modern solution created for modern companies.
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Reduce uncertainty and create financial strategies to scale your business.
Kordis is an adaptable tool created to help you streamline routine tasks like forecasting, categorizing, and reporting, helping you find time to focus on what matters the most: Scaling your business.
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Combine your professional talents with a reliable tool created by Fractional CFOs.
Kordis is designed to help you and your clients reach your goals by housing all key financial metrics, models, and insights into one tool.
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For businesses just starting out with financial planning and analysis
For businesses who need access to more than 5 organizations and need unlimited members per organizations
For businesses just starting out with financial planning and analysis
For businesses just starting out with financial planning and analysis
For larger businesses who need unlimited organizations and unlimited members
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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.
Not yet, but this is in our roadmap.
Your data is stored on Amazon Web Services following the highest-quality security standards it has to offer.
Right now Kordis FP&A is geared towards Small & Medium Businesses (SMBs) and Startups as well as fractional CFOs who work with SMBs/startups.
Yes, every time you sync your Kordis integrations, we are pulling the latest data from your systems of record.
We're currently updating our platform so this feature is not available. We will have updates soon!
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.
Right now Kordis only supports US Dollars.
Kordis has reconciliations running in the background comparing your accounting data to QuickBooks. These checks run multiple times a day.
Kordis is not available on mobile web at this time.
Right now Kordis is focused on forecasting & analysis and not regulatory compliance & reporting.
We provide an onboarding call to walk new users through the Kordis platform and are willing to offer ad hoc training as needed.
We launch new features every few weeks!
Yes, every time you sync your Kordis integrations, we are pulling the latest data from your systems of record.
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.
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.
Yes. We offer a 14 day free trial with no credit card needed to access.
