Stop Being Just the Historian. Become the Navigator Your Clients Need.

Turn “what if” questions into confident decisions with scenario planning that helps clients see what’s next.

As an advisor, you know the power of scenario planning.

But let’s be honest: most clients aren’t doing it.

• On average, creating a budget and forecast takes nearly 100 days.
• Scenario planning often drags on for months, and that’s for enterprises with resources.
• SMEs? They either skip it or settle for a one-off “best case vs worst case” model.

The result? Many businesses are flying blind. And you’re stuck explaining after the fact.

Scenario Planning = Strategic Advisory

From hindsight to foresight; help clients plan, pivot, and grow with clarity.

Here’s the thing: clients don’t just need another report about last quarter. They need a partner who can help them answer questions like:

• “If I raise prices by 10%, what happens to my runway?”
• “What if that August contract slips into September?”
• “Can I afford to hire now, or do I wait?”

But only 9% of businesses say they’re very confident in their ability to forecast demand. That leaves over 90% of your clients in the dark.

When you can model scenarios instantly, you stop being a historian and become a navigator.

How CloudFO Makes Scenario Planning Scalable

Most clients don’t plan for the future because they can’t see it. Help them make smarter moves with live scenario planning.

CloudFO turns scenario planning into a service you can deliver at scale across your client base:

• Automatic baseline forecasts give every client a starting point, no spreadsheets or manual setup required.
• Natural language inputs let you update forecasts or test “what if” scenarios without building models from scratch.
• Scenarios update in seconds, letting you explore multiple outcomes in a single client meeting.
• Live, connected data eliminates stale spreadsheets and manual follow-ups.

The result? You can provide real-time advisory helping clients plan, test decisions, and act confidently, rather than just delivering compliance reports.

Why This Matters for Advisors

Your clients are under pressure:

• 57% are already struggling with cash flow.
• 51% say poor financial or resource management is blocking their growth.
• 63% struggle to forecast beyond six months
• 42% of FP&A teams rate their forecasts as ‘great’ or ‘good’, and over 80% of companies have missed revenue forecasts

When you help clients see ahead, you don’t just deliver numbers, you deliver confidence.

And that’s what keeps clients close, year after year.