For accountants & advisors
Cash flow forecasting for accountants and advisors
bluprnts builds a client's forecast from their operations — products, sales, people, costs and financing — rather than from a spreadsheet inherited from whoever held the model last. Every figure traces back to the driver behind it, so the client can follow the reasoning and question it.
What advisors use it for
Three jobs it does for a practice
Build a forecast without archaeology
A client's model is entered as their business, not reverse-engineered out of a workbook somebody built in 2021 and left.
Hand over something they can read
A model in operational terms is one a director can review and challenge, which is the difference between advice that lands and advice that is filed.
Make the advisory conversation concrete
"This is what happens if you hire them in April" is a comparison you can put on screen rather than a judgement they have to take on faith.
No more inheriting someone else's spreadsheet
Every practice knows the file. Twelve tabs, four of them hidden, a hardcoded number somewhere in the middle of a formula, and a client who cannot tell you why the 2024 tab assumes 11% growth because the person who built it has left.
Rebuilding it costs a day you cannot bill properly, and the alternative is worse: you become the only person who understands the model, which makes you responsible for it and the client dependent on you in a way that helps neither of you.
A bluprnts model has nowhere for that to hide. The inputs are the client's products, prices, sales, people, costs and financing, entered as records rather than buried in cells, and everything else is derived. There is no formula layer to inherit, because there are no formulas to write.
A model the client can actually read
This is the argument for using a driver-based model with clients specifically, rather than just for yourself. A forecast extrapolated from a client's ledger is technically sound and practically opaque to them: it speaks in accounting, which is your vocabulary, not theirs.
A model built from products, staff and costs speaks in the terms the director already uses to run the business. They can look at it and tell you it is wrong, which sounds like a drawback and is in fact the entire value. A client who can challenge an assumption is a client who has actually engaged with the forecast.
Every figure in the statements traces back to the drivers that produced it, so "why is that number what it is" has an answer you can show rather than one you have to give.
The same traceability is what makes the output defensible outside the room. When a lender or an auditor pulls on a figure, the derivation is there. Nothing is extrapolated and nothing is hidden in a formula.
Show the cost of a decision
Most advisory conversations are about a fork: take the lease or don't, hire now or in six months, put prices up or hold. The advice is usually right and frequently ignored, because a recommendation is an opinion and the client has their own.
Scenarios change what you are handing over. You build the client's proposal as one case and your recommendation as another, both on top of the same live base plan, and put them side by side on revenue, profit after tax, closing cash, the lowest cash point and runway.
The lowest cash point row tends to end the discussion. Two plans can finish the year within a few percent of each other and still be entirely different decisions, because one of them goes through zero in month eleven.
What it does not do yet
Being straight about this is more useful to you than a page that isn't.bluprnts is built around a single business at a time. There is no practice dashboard, no client list view, no bulk reporting across a portfolio and no partner or reseller programme today.
What that means in practice is that an advisor works in a client's forecast the way the client would. If you are looking for a tool to run fifty forecasts from one console, this is not that tool yet, and we would rather you knew before the trial than during it.
If practice-level tooling is what would make this work for you,tell us. It is a road we would take with a few real practices rather than build speculatively.
Proof
No practice case studies yet, and we will not manufacture any. The demo is the honest substitute: six made-up businesses, each fully modelled, each with statements, scenarios and finished reports, and none of them connected to an accounting system.
The one to open first is the café and roastery. It is the shape of a real client: a trading business with five products, three sales channels, fifteen people, thirty-four cost lines, two loans and an investment round, plus a second site modelled as its own project. Its funding request is the sort of document a practice produces for a lender.
See it on a real client-shaped model.
Explore the live demo, or start a free trial.
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