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Stop guessing where your cash is. Start knowing.

Forward-looking financial projections that help you make decisions with confidence, not anxiety.

The short answer

Cash flow forecasting and reporting is the practice of projecting the money expected to move in and out of a business over a forward period, alongside management reports that explain its current financial position. Valont delivers it as the forward-visibility function within your finance hub — one part of a wider connected back office — with a Trusted Advisor adding commentary so the numbers translate into decisions rather than just data.

Forward-looking
a rolling forecast that sees cash issues before they hit
Real-time
live cash position and management dashboards, always current
Advisor-led
a Trusted Advisor adds commentary so numbers become decisions

The Reality

Most business owners make cash decisions based on their bank balance and gut feel.

You know roughly how much is in the bank. You know roughly what's coming in and going out. But "roughly" isn't good enough when you're deciding whether to hire, invest, or take on a new project.

Most SME owners make major financial decisions based on bank balance and instinct --- not because they don't want data, but because nobody is producing it for them in time to be useful.

Without forward-looking cash visibility:

  • Major decisions made on gut feel, not data
  • Surprise cash shortfalls when you need to invest or hire
  • Missed opportunities because you didn't know you had cash
  • Inability to model scenarios before committing to them
  • Late discovery of customer payment problems
  • Can't get loans --- forecasts aren't credible to lenders

The Process

From uncertainty to visibility in weeks.

01

Configuration based on your needs

We configure reporting during onboarding based on what decisions you need to make and what drives your cash flow.

02

Automated data feeds

Automated data feeds ensure your forecasts reflect current reality, not last month's numbers. Integrated with all your Finance Hub data.

03

Advisor review & commentary

Your advisor reviews the reports and adds commentary before they reach you. Highlighting what's changed and what needs attention.

04

Strategic business reviews

Strategic review conversations focus on what the numbers mean and what actions to consider based on the forecast.

Who It's For

Any business that wants to make decisions based on data, not instinct.

Decision-makers

Business owners who want data, not just instinct, behind major decisions

Variable cash flow

Seasonal businesses, project-based work, or long payment terms

Growth-stage

Planning to hire, invest, or open new locations

All businesses

Anyone who's been surprised by a cash shortfall and wants visibility ahead of time

Cross-Hub Integration

Cash flow forecasting becomes dramatically more powerful across hubs.

Cash flow forecasts are informed by People Hub data (upcoming payroll commitments, new hires in pipeline), Operations Hub data (IT spend, procurement commitments), and Growth Hub data (marketing spend, revenue pipeline). One integrated forecast feeds every decision.

FAQ

Frequently asked questions

Can't find the answer you're looking for? Get in touch

Ready to forecast your future with confidence?

Get forward-looking cash visibility that actually helps you make decisions. Book a consultation and we'll show you what your cash flow could tell you.