Set the cash accounts
Choose the account and planning period for the review.
Topolo for Fractional CFOs
Make the cash conversation about decisions.
Keep cash accounts, receipts, payments and planning scenarios together in Topolo Forecast. Give each client a cash view with timing assumptions you can inspect and reconcile at the next review.
The work behind the workflow
The useful question is what changes the plan.
A client wants to hire, commit to a purchase or understand a slower collection period. The discussion needs a clear view of the assumptions behind the numbers, not just a fresh spreadsheet sent before the meeting. Keep financial planning in a focused surface, then use the wider suite for the business records and documents that support the conversation.
How it works
Bring structure to the next planning discussion.
Make the inputs, the scenario and the interpretation explicit before a decision is made.
Record the movements
Bring expected receipts and payments into the cash entries.
Compare scenarios
Change a timing assumption and reconcile the resulting cash view with the baseline.
The suite
The apps around your workflow.
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
Forecast
Cash accounts, expected movements and planning scenarios.
OpenBooks
Double-entry records, invoices, bills and controlled accounting periods.
OpenCRM
Contacts, companies, opportunities and the tasks that keep a relationship moving.
OpenCompose
Business documents, saved versions and an assigned review.
OpenBytes
Files, folders, search and sharing for the material behind the work.
OpenCalendar
Appointment types, availability and a clear booking experience.
OpenBefore you get started.
Useful questions for choosing the right starting point.
What does this page focus on?
Cash accounts, entries and planning scenarios. Start with a defined period and compare receipt or payment timing with a baseline you can reconcile.
Can we compare changed assumptions?
Yes. Use planning scenarios to examine cash movements and timing, then check the resulting view against the figures used for the review.
Where does the ledger belong?
Books supports double-entry posting and period controls. Use it for the accounting record and Forecast for the cash planning workflow.
Keep exploring.
Check the product, review the details or talk through your next workflow.
Explore Forecast
See the Forecast workspace and its current availability.
OpenRead the Forecast reference
See the available capabilities and how they work.
OpenBrowse related solutions
Find another starting point for your business or role.
OpenCheck plans and pricing
Review current plan terms and the apps your workflow needs.
OpenBook a demo
Talk through the process and requirements you want to evaluate.
OpenBring a clearer plan to the next client meeting.
Explore Forecast, or book a demo around the financial planning workflow you support.