Pre-Seed Deck · 2026

FlowSense

AI-Powered Cash Flow Intelligence

The Problem

Small businesses are flying blind

Cash flow is the #1 killer of small businesses, yet most owners lack the tools or expertise to manage it effectively.

0%

of SMBs fail due to cash flow

0%

can't accurately forecast cash

$0K

/mo for a fractional CFO

“I spend 10+ hours a week in spreadsheets trying to figure out if I can make payroll next month.”

-- Sarah K., Bakery Owner, Revenue $1.2M

The Solution

Your AI-powered CFO

FlowSense connects to QuickBooks and Xero, then delivers plain-English insights, anomaly alerts, and cash flow forecasts -- automatically.

AI Chat

Ask anything about your finances in plain English

Weekly Digest

Automated insights delivered to your inbox

Forecasting

90-day rolling cash flow predictions

Anomaly Detection

Instant alerts for unusual transactions

Health Score

Real-time financial health at a glance

QuickBooks OnlineXeroPlaidStripe
Market Opportunity

A $15B+ opportunity

33M small businesses in the US alone. Most lack sophisticated financial tools.

SOM
$420M
TAM
$15B+

Global SMB financial tools

SAM
$4.2B

US SMBs with accounting software

SOM
$420M

Tech-savvy early adopters

Product

Beautiful, actionable insights

Designed for business owners, not accountants. Every screen drives a decision.

Dashboard

Real-time cash position & health score

AI Chat

Natural language financial queries

Forecasts

90-day predictive cash flow

Reports

Automated weekly & monthly insights

Business Model

SaaS with strong unit economics

Four tiers designed to capture value across the SMB spectrum.

Starter

$79/mo
  • 1 company
  • Weekly digest
  • AI Chat (50/mo)
  • Basic forecasting
Most Popular

Growth

$179/mo
  • 3 companies
  • Daily digest
  • Unlimited AI Chat
  • Advanced forecasting
  • Anomaly alerts

Scale

$349/mo
  • 10 companies
  • Priority support
  • API access
  • Custom reports
  • Team seats

Advisor

$99/client/mo
  • Multi-client dashboard
  • White-label reports
  • Bulk onboarding
  • Revenue share
$8,600
Avg. LTV
$850
Target CAC
10:1
LTV:CAC
82%
Gross Margin
Traction

Early signals are strong

Launched in beta 5 months ago. Growing organically with zero paid spend.

0
Beta Users
+32% m/m
$0K
MRR
+41% m/m
0
NPS Score
Top quartile
0
Integrations Live
QBO, Xero, Plaid, Stripe
Sep 2025 · Idea & validation interviews
Nov 2025 · MVP launch with QuickBooks
Jan 2026 · Xero integration live
Mar 2026 · 247 beta users, $18K MRR
Q3 2026 · Target: 1,000 users, $75K MRR
Go-to-Market

Three-channel flywheel

Each channel reinforces the others. App store reviews drive SEO, advisors bring clusters of clients, and content builds trust.

1

QBO / Xero App Stores

Direct distribution to millions of SMBs actively looking for financial tools. Low CAC acquisition via marketplace SEO.

60% of target users
2

Accounting Firm Partnerships

Advisor plan lets firms manage multiple clients. Each firm = 20-50 SMB accounts with built-in trust.

30% of target users
3

Content & SEO

"Cash flow forecasting for [industry]" long-tail content. Educational blog building thought leadership.

10% of target users
The Flywheel
UsersReviewsRankingsUsers
Competitive Landscape

The sweet spot

Existing solutions are either too basic, too expensive, or built for enterprise.

Ease of Use →
Intelligence →
DIY Spreadsheets
Pulse
Fathom
Jirav
FlowSense
Pulse

Too basic -- no AI, no forecasting

Fathom

Too expensive ($200+/mo), steep learning curve

Jirav

Enterprise-only, 6-month implementation

Spreadsheets

Manual, error-prone, no intelligence

Team

Built by operators

We've built and scaled fintech products before. Now we're solving the problem we've seen firsthand.

Founder & CEO

Product & Engineering

10+ years building fintech products. Previously led engineering at [Series B fintech]. CS degree, MBA.

Co-Founder & CTO

AI & Infrastructure

ML engineer with experience at [Top AI Lab]. Built production ML systems serving 1M+ users. PhD in Applied Math.

Head of Growth

GTM & Partnerships

Former Head of SMB at [Accounting SaaS]. Deep relationships with accounting firms and QBO/Xero ecosystem.

Advisors from Intuit, Xero, and Y Combinator alumni network

The Ask

Raising $500K

Pre-seed SAFE at $4M cap

$500K
SAFE
Engineering40%
Go-to-Market30%
Operations20%
Reserve10%

18-Month Milestones

Launch V1 with full QBO + Xero support
Reach 1,000 paying customers
Hit $75K MRR run-rate
Build advisor platform for accounting firms
Prepare for Seed round ($3-5M)
Let's Talk

Let's build the future of SMB finance

We're looking for investors who understand SMB pain and want to back the team solving it with AI.

FlowSense © 2026. Confidential.