Nexus Finance

Beta

The finance model that updates itself.

Live MRR, ARR, runway, and a pipeline-weighted forecast — all built from the invoices, subscriptions, time, and deals already in your Nexus workspace. Run "what-if" scenarios on hires and price changes, then export the whole thing as a board-ready PDF in one click.

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Live

MRR, ARR, runway — wired to Nexus Invoicing

What-if

Scenarios for hires, price changes, churn

1-PDF

Board-ready P&L, cash-flow, KPI export

Why it feels different

The finance model is a spreadsheet you stopped maintaining in week three.

Every founder has one. Every founder is six weeks behind on it. Every board meeting starts with two days of "let me update the model". Nexus Finance reads the same database your invoicing and CRM already write to — so the model is current the day you open it, every day.

The lifecycle

Connect → Forecast → Plan → Share.

Four steps, four words. From the moment you turn it on to the moment the board reads the export, the model lives in one tool.

Connect

Nexus Finance reads invoices, subscriptions, payments, and deals straight from the workspace — Invoicing, CRM, Time Tracking. Optional: import expenses via CSV. No integration project.

Forecast

Live MRR, ARR, runway, and a pipeline-weighted forecast computed off the live data. Burn from real expenses; revenue from real invoices and subscriptions. The numbers are the numbers.

Plan

What-if a hire? What-if a 10% price increase? What-if 5% monthly churn? Scenarios fork the model, recompute live, sit side-by-side with base case. The board meeting writes itself.

Export a board pack as a single PDF — P&L, cash-flow, runway chart, scenario comparison, KPI dashboard. Or share a read-only link the investor opens once and sees the live numbers.

The good parts

Ten ideas that make the difference.

Live MRR & ARR

Wired to Nexus Invoicing

Recurring invoices count toward MRR. One-time invoices don't. Refunds, churn, expansion — all classified automatically. The "what is our MRR right now?" question takes one click.

Runway

Real burn ÷ real cash

Burn = expenses − revenue, computed off the live data. Cash position is what you tell us it is (or what we read from your bank-import CSV). Runway is the months of cushion at current burn — recomputed daily.

Pipeline-weighted forecast

Wired to Nexus CRM

Every CRM deal carries an amount and a probability. Forecast = sum(amount × probability) for the period. The 2026 Q3 number isn't a guess — it's the deals you're actually working, with the probabilities you actually set.

Scenarios

Fork the model, change one variable, see the gap

Hire 3 engineers in May? Forks burn. Raise prices 10%? Forks revenue. 7% monthly churn? Forks retention. Each scenario is named, saved, and shown side-by-side with the base case.

Hires planner

A model that knows what salaries cost

Add a planned hire with role, start date, salary, location. The plan flows into burn, runway, and the cash-flow projection. Decide between two hires by seeing the runway delta.

Board pack

One PDF, every board number

P&L, cash-flow, runway chart, KPI dashboard, scenario comparison — all in one branded PDF, with your workspace logo, accent color, and footer. Click export, send to the chair.

Read-only share link

For the investor who wants the live picture

Generate a read-only share link to a curated dashboard. Investor opens it, sees live MRR, runway, and growth. You get a "viewed" notification. No "can you re-send the deck?".

Cohorts

Retention, by month signed up

Net revenue retention by cohort, gross retention, expansion vs. contraction. The kind of chart that takes two days to build in a spreadsheet, here in two clicks.

Expense imports

CSV in, P&L out

Drop your bank statement, your accounting export, or your AP feed. Categorise once; categorisation persists. The P&L is built from the actual transactions, not from a guess.

Audit trail

Every number has a source

Click any cell to see what's underneath: which invoices, which deals, which expense lines. No "where did this number come from?" because the answer is in the cell.

Live finance

The model is current the day you open it.

Because the source data is live. Invoices flow in from Nexus Invoicing the moment they're paid. Pipeline flows in from Nexus CRM the moment a stage changes. Time and project hours flow in from the rest of the workspace. You don't maintain the model; the model maintains itself.

What-if scenarios

A planning surface that recomputes live.

Want to know if you can hire a third engineer in March? Add the hire to a scenario, see the runway delta. Want to know if a 10% price hike funds it? Add the price change, see the revenue delta. The board conversation is "we modelled it, here's the number" — not "let me get back to you".

What you won't find

The things we left out — on purpose.

A finance model earns its keep by being current and honest. Here's what we deliberately won't ship.

No replacement for your accountant.

Nexus Finance is a planning and reporting surface — not bookkeeping. Your accountant still owns the books, the tax filings, and the audit-ready reconciliations. We make their job easier, not their job.

No closed Excel exports.

Every export is open: CSV, structured PDF, or live link. No proprietary file format you can't open without re-buying the tool. Your numbers belong to your workspace, not to our format.

No per-scenario fees.

Make as many scenarios as you want. We don't paywall the third "what-if" or charge by the chart. Per-seat per-month, same as every other Nexus product.

No "implementation partner" required.

You can connect, model, and export the same day you sign up. No 6-week onboarding project, no five-figure setup fee, no consultant tax. The product is the product.

Connected

How Nexus Finance fits the rest of Nexus.

Finance is downstream of selling, doing, and getting paid. Nexus Finance reads from Invoicing, CRM, and Time Tracking — so the same workspace that sells, delivers, and bills is the workspace that knows your runway.

Frequently asked

›Do I need an accounting tool?

No — the model reads invoices and payments straight from Nexus. You can also import expenses via CSV.