Demo Financial Model (Xero integrated)

Integrated and rolling 3 way financial model connected to Xero

by Lance Rubin
CEO & Founder of Model Citizn and professional financial modeler and trainer for FMI

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Description
This Financial Model is of a dummy client to demonstrate an integrated 3 way model (Income Statement, Balance Sheet and Cash Flow) which has been created from extracted financial information from Xero.

It can be rolled on a monthly basis and updated actual financial results will flow through in only a few clicks.

It is the perfect solution for a start-up business which seeks to leverage cloud solutions without the large infrastructure and costs.

Arguably, this rolling 3 way financial model should exist in all businesses but for most established businesses this is more complex given the systems in place.

A start-up or small business is able to leverage Xero with its public API and powerful modeling tools.

If you are a small business or an accountant looking to improve the services you provide to your client, this is a cost efficient way of doing so and you have all the financial information at your fingertips, including a cash flow statement which is often time consuming and complex.

Included in the images is a project manager view of the model including its modular content. Each of these can be removed, inserted or duplicated across the model or other models as simple as lego on the Modano platform.

Contact www.modelcitizn.com to find out more about the world's first content management system for Excel.

We are now able to support businesses and accountants globally using this platform.

Below is a link to a YouTube video clip which shows how this model can be visualised in Modeler to tranform conversations relating to a business for performance, cash flow or valuations.

This business tool includes
PDF extracts, Excel Model and Images