Unlock Your Finance Potential: Spend More Time Analyzing & Modeling Performance, Less Time on Data Wrangling

Eliminate the need for time-consuming Excel gymnastics. With just a few clicks, you can effortlessly pull in data from diverse sources, enabling you to create comprehensive spreadsheets in record time without a dozen different tabs

Boost the financial literacy of your key stakeholders with our real-time data dashboard. Leave behind outdated, static reports and embrace dynamic visualizations that empower your team to make informed decisions.

Create multiple iterations of models to showcase to c-suite executives to inform key business decisions and overall strategy.

Excel Keyboard shortcuts to make sure you’re able to efficiently complete all of your spreadsheet work.

What our customers are saying

"We have had the pleasure to work with Devin & the Kordis team for quite some time now and it has been nothing but a pleasure. Outside of talented gift with numbers and models, Devin himself is also a special individual that you will thoroughly enjoy having by your side."

Remedy Place Executive Team

Lili Invests on YouTube

“Our executive team talks all the time about how lucky we are to have Devin and the team running our finance division. It was evident to our board members immediately the level of knowledge and comfort around all the aspects of our accounting and finance.”

PubKey Team

"FWIW I work with Devin in one of my opco investments and I cannot overstate how great he is, especially if the existing state of the books is horrible."

Zach Ware

Chief Financial Officer

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PubKey Team

Trey Laird, AARMY

Chairman

"We have had the pleasure to work with Devin & the Kordis team for quite some time now and it has been nothing but a pleasure. Outside of a talented gift with numbers and models, Devin himself is also a special individual that you will thoroughly enjoy having by your side."

Remedy Place Executive Team

See what Kordis can do for you

Dashboard

Simple dashboard to track real time business KPIs across your various systems of record

Modeling

Cloud-based modeling software to project out different business scenarios

Sales

Slice and dice sales data to understand key revenue drivers and inventory needs

Exciting new features on the horizon

Real-time Data Hub

Real-time report updates from data integrations

Keyboard Shortcuts in the Cloud

Cloud-based spreadsheets with Excel shortcuts

Roll your data forward

Data mappings that automatically update with each integration sync

Automatic updates on your KPIs

Email digests of your financial key performance indicators (KPIs)

More coming soon...

Data Integrations

QuickBooks

Plaid

Square

< Integrations in Development >

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.

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