Launching September 30 · finance review workflow

The system of record between your forecast and the street.

Forecasting, cash flow, and earnings guidance with clear review context for finance teams. Steadmark keeps forecast versions, scenario work, named approvals, import history, and earnings guidance in one reviewable workflow.

A finance review, end to end

Import → model → review → guide.

Bring CSV or Excel actuals into a versioned forecast, compare scenarios, record the review action, and publish a low / mid / high guidance range.

QuickBooks Online · NetSuite · Sage Intacct · Dynamics: roadmap

01 · Platform

A connected path from source data to guidance.

Forecasting, scenarios, and earnings guidance share one version line, so finance teams can explain what changed and why.

Versioned forecasts

Save each forecast state, compare it with its parent, and keep the original review context visible.

Scenario work

Explore alternatives without overwriting the version the team is already discussing.

Named approvals

Give each review a clear action and a durable place in the version history.

Guidance ranges

Carry the reviewed forecast into a low / mid / high investor statement.

02 · Reviewability

Make the evidence easy to follow.

Import review, reversible batches, threaded comments, approval actions, and exportable review history give controllers and CFOs a shared account of the forecast change.

Read the trust posture

03 · Launch pricing

Paid plans with a clear next step.

Starter and Team are available as monthly plans. Enterprise is scoped with the team after a conversation.

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04 · FAQ

Useful answers before the first review.