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QB Sandbox Auth QB Production Auth

      
      
      
      
      

Companies

Invite your portfolio companies to get started or explore gini’s features with a demo company

Click a company to view and create new models

Connect your company's Xero or QuickBooks data to help streamline reporting and due diligence

Connect your Xero or QuickBooks data to create reports and models that automate your workflows

Companies
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DEMO COMPANY

Sue's Things

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Sue's Things

{{_['flow/name']}}

Companies
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{{this_company_owner.value['gini.user/email']}}

My Company

{{companyDomain.value}}

{{companyEmailUsername.value}}

You have not created any reports or models yet

Reconnect Google Sheets icon

To resolve errors, connect Google Sheets again in order to refresh and recreate reports and models Connect Google Sheets again to refresh your report and models and get up-to-date data

Connecting Google Sheets...

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{{_['source.company/name']}}

Last synced {{_.'source.sync/time'.formatDate('d MMM, yyyy')}}

{{this_company_flow_type.value.'flow/name'}}

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{{app_types.value[_.'flow/destination'.'app/type'].'app/name'}}

Populating sheets... Creation error

Entities

Connecting new entity... Disconnecting entity...

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{{_['source.company/name']}}

{{_['source/owner']['gini.user/email']}}

Last synced {{_['source.sync/time'].formatDate('d MMM, yyyy')}}

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Shared

Apps

Connected apps

{{_['app/name']}}

{{_['app/name']}} is connected

Connecting new entity

{{_['app/name']}} is disconnecting

Available apps

{{_['app/name']}}

{{_['app/description']}}

{{_['app/name']}} is connecting

Account settings

Account

Your account

Your gini account is linked with your Google Xero account

Manage your gini account

Please note: To get a refund on your AppSumo license, you must first process the refund via AppSumo before deleting your account

{{gini_user.value['gini.user/email']}}

Portfolio Company Invitation Link

Share this link with your portfolio companies to make sure their data shared with you

{{window_location.origin}}/invite.html?invited/by={{gini_user.value['gini.user/id']}}

Subscription

Self-serve plan Controller plan Digital CFO plan AppSumo plan

Active plan

Change your payment method or billing address

Self-serve (Essential) Plan

Controller Plan

Digital CFO Plan

Next billing date: {{gini_user.value['stripe/subscription']['stripe.subscription/end'].formatDate('d MMM, yyyy')}}

Your subscription will be cancelled on {{gini_user.value['stripe/subscription']['stripe.subscription/cancel-at'].formatDate('d MMM, yyyy')}}

  • Sync accounting app data
  • Unlimited accounting app connections
  • Unlimited report/model creation
  • One 30-minute consultation with an expert financial advisor
  • Everything in the Self-serve plan, plus...
  • Monthly book-keeping in Xero or QuickBooks
  • Monthly Rolling vs. Actuals Forecasting
  • Startup discount available for companies with revenue less than $10,000 per month.
  • Everything in the Controller plan, plus...
  • 1-hour financial review per month with an experienced CFO
  • Quarterly Investor & Board level financial reports
  • Monthly book-keeping in Xero or QuickBooks
  • Custom packages available with advisory resources

AppSumo Lifetime Plan

  • Unlimited Quickbooks and Xero connections
  • Unlimited cashflow forecasting, headcount planning, and scenario planning
  • Valuation templates
  • Pitch deck templates
  • Revenue-based finance calculator
  • Customizable and investor-ready reports and models
  • Collaboration
  • Version control

Plans

Select a paid plan to get more out of gini

Upgrade your plan to experience more advanced custom features

Self-serve (Essential)

  • Sync accounting app data
  • Unlimited accounting app connections
  • Unlimited report/model creation
  • One 30-minute consultation with an expert financial advisor
Contact us

Controller

  • Everything in the Self-serve plan, plus...
  • Monthly book-keeping in Xero or QuickBooks in Xero or QuickBooks
  • Monthly Rolling vs. Actuals Forecasting
  • Startup discount available for companies with revenue less than $10,000 per month.
Contact us

Digital CFO

  • Everything in the Controller plan, plus...
  • 1-hour financial review per month with an experienced CFO
  • Quarterly Investor & Board level financial reports
  • Custom packages available with advisory resources
Contact us