Working demonstrationClose & reporting · Fractional-CFO & accounting firms

Cash Flow & Runway Report

A read-only cash and runway report, ready to walk a client through. The monthly scramble to answer how much cash is left and how long it lasts: cash, burn, runway, two scenarios, and receivables in one report a person shares.

Try it: toggle the base and tight scenarios to see how the projected cash line and the runway read change, hover the chart to read any month, then share the report and it holds for review, unsent.

The instrument. Try it.

Cash & Runway Report · Meadowlark Foods Co. (SAMPLE)sample data · nothing is sent

Prepared by Northgate CFO Partners · as of March 2026 · read-only report

Cash on hand

$486,240

operating plus reserve accounts

balance over 6 months, $k

Monthly net burn

$61,300

trailing 3-month average

net burn, $k per month

Runway

7.9 months

to the $50k operating floor

months of runway

Projected cash balance · next 9 months

Projected cash balance in thousands of dollars from April to December 2026. Base plan: $486k to $51k. Tight plan: $486k to $266k.
Base plan (selected)Tight plan

Base plan: On the current plan, cash falls toward the $50k operating floor around November 2026. Projected December cash $51k, about 7.9 months of runway. The $50k operating floor is the level the firm aims to stay above.

Demonstration outbox: held for review, not sent

Share the report and it stops here for a person to review. Nothing leaves this page and nothing reaches the client.

Sample client: Meadowlark Foods Co. (SAMPLE), prepared by Northgate CFO Partners (SAMPLE) · as of 2026-03-31 · all figures invented · nothing is sent

What this demonstration shows

  • What enters

    Bank balances, burn, receivables, and the cost plan from the client's accounting system.

  • Where a person decides

    A person reviews the runway and scenarios, then chooses to share the report.

  • What is held, not sent

    The shared report stops in a demonstration outbox, held for review. Nothing is sent to the client.

  • What is logged

    Scenario views and the share action are recorded in an audit history.

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