Finance command center for operators

Finance answers the board can trust.

Yunafy Finance connects banking, accounting, billing, payroll, and spend data so leaders can ask hard operating questions and get sourced, inspectable answers.

Banking Accounting Billing Payroll
Ask Yunafy

Why did runway move from 16.4 to 14.6 months?

6 sources verified
Validated forecast Cash runway command center
Close data: Jun 21
Cash balance $2.84M +4.2% vs plan
Forecast runway 14.6 mo -1.8 mo drift
At-risk AR $182K needs owner
Runway variance Q3 forecast
SourcePeriodStatus
Mercury operatingJun 21Matched
QuickBooks AR agingWeek 25Reviewed
Gusto payroll batchUpcomingFlagged
Model 13-week cash view

Cash, receivables, payables, payroll, and spend normalized into one operating layer.

Answer Source-linked reasoning

Every response carries assumptions, driver changes, and the records used to support it.

Output Board-ready narrative

Drafts the story behind variance, risk, and options without hiding the underlying math.

End-to-end demo

Ask. Verify. Package the decision.

The demo below mirrors the Blue J buyer experience for finance: ask a serious question, get a defensible answer, inspect the source trail, and leave with a board-ready next step.

Yunafy answer

Why did runway move from 16.4 to 14.6 months?

High confidence

Runway declined because enterprise collections slipped by $182K and payroll timing moved one cycle into the active forecast window. Vendor spend came in $31K favorable, but not enough to offset the receivables delay.

Primary driver $182K collections delay
Cash impact -1.8 months runway
Recommended owner VP Sales Ops

Source trail

  • [bank-042] Mercury operating balance matched Jun 21
  • [ar-aging] QuickBooks enterprise invoices over 21 days
  • [payroll-19] Gusto batch moved into forecast window

Decision packet

  1. Call out collections timing as the board-level variance.
  2. Assign owner and target date for the delayed invoices.
  3. Present base case and recovery case in the weekly update.
Send to Markar

A finance operating layer

Less dashboard theater. More decision evidence.

Yunafy is designed for the weekly finance rhythm: reconcile the model, explain movement, surface risk, and prepare the next leadership decision.

Forecasting

Runway that explains itself

Build a rolling forecast from live cash, receivables, payables, payroll, and spend assumptions.

Model13-week + 12-month
DriverCollections variance
OutputRunway bridge
Controls

Evidence before opinion

Attach answers to records, formulas, approvals, and policy context so finance can defend the output.

SourcesBank, ledger, payroll
ReviewAssumption queue
OutputApproval notes
Reporting

Board narrative without the scramble

Generate the narrative behind movement in cash, margin, bookings, collections, and burn.

PacketBoard memo draft
RiskOwner + action
OutputDecision narrative

The operating loop

One finance loop from data to decision.

A buyer can evaluate the full workflow in one place: connect the operating systems, ask a hard finance question, inspect the support, and package the decision with source-linked confidence.

Step 01

Connect the financial spine

Synced

Bank, ledger, billing, payroll, CRM, and spend data normalize into one finance model so every answer starts from the same controlled source layer.

Workspace Source ingestion
Mercury QuickBooks Stripe Gusto Ramp Salesforce
Normalized model $2.84M cash baseline

13-week and 12-month forecast layers are ready for questions.

Sources 6 verified
Confidence 96%
Package Drafting

Side-by-side readiness

What Markar can compare against Blue J.

Blue J sells trust through premium presentation, instant answers, verified sources, firm-specific use cases, proof, security, and a simple trial/sales path. Yunafy needs those same primitives, adapted honestly for finance operations.

Buyer story

Premium first impression

Professional finance positioning, clear CTAs, responsive nav, and a credible command-center hero.

Ready for demo
AI workflow

Question to answer

Interactive scenarios show hard finance questions, confidence, drivers, and a recommended action.

Demo parity
Verification

Source trail

Every sample answer includes bank, accounting, payroll, and AR references so the story is inspectable.

Demo parity
Trust layer

Controls and security

Current page frames controls, source evidence, Cloudflare hosting, and the next production trust gaps.

Needs real policy docs
Conversion

Sales handoff

In-page request form validates locally and captures the exact demo workflow Markar wants to discuss.

Ready for demo
Deployment

Public site path

Static build, Cloudflare Pages config, headers, redirects, and GitHub source control are in place.

Deploy and DNS next

Production standard

Built like a serious business site, ready for Cloudflare Pages.

The site now has a clean static build, Cloudflare Pages configuration, deploy headers, a custom 404, production metadata, and a path to connect the final domain once the DNS owner and hostname are confirmed.

FAQ

What still needs to become real?

What would make this feel truly production-grade?

Real product data, approved customer-facing language, a backend demo environment, analytics, privacy/security pages, and a confirmed domain connected through Cloudflare Pages.

Are we using copied Blue J assets?

No. Blue J remains a reference study. The Yunafy page, logo, icons, and interface direction are original to this project.

What is the next high-leverage pass?

Connect the request form to a CRM or email endpoint, add real sample exports, and tune the demo around the exact finance workflow Markar wants to sell.