Demo · fictional companies and numbers.
As of Nov 5, 2026
Cash Flow & Budgeting · Opened Oct 24
Sam Ortiz · Oct 24
Board meeting next week. Can we get burn and runway as of October?
Lemais Group · Oct 26
Sent: net burn, runway and the 13-week forecast, all tied to the October close.
In the demo, requests aren’t sent. Clients request services from their own account.