You ask your team how the business is doing. The answer takes three days and a spreadsheet.

It shouldn't. Here's what a monthly snapshot looks like when your finance operations are set up properly. One page, five minutes, full picture.

Monthly Financial Snapshot
March 2026
Example
Revenue
£124k
▲ 8% vs last month
Gross Profit
£47k
▲ 3% margin improvement
Cash Position
£82k
▲ Healthy
Overdue Invoices
£6.2k
2 invoices over 30 days
Revenue vs Costs — Last 6 Months
Oct
Nov
Dec
Jan
Feb
Mar
Revenue
Costs

Profit & Loss Summary

Revenue£124,200
Cost of Sales£77,100
Gross Profit£47,100
Overheads£31,400
Net Profit£15,700

Key Actions This Month

Chase overdue invoice — Client A (£4,100, 38 days)
Review supplier contract — renewal due April
Cashflow headroom comfortable through Q2
Month end completed in 7 working days ✓

You want to hire someone but you're not sure if you can afford it next quarter.

A rolling cashflow forecast answers that question in seconds. Updated weekly, always current, no guesswork.

13-Week Cashflow Forecast
Rolling view — updated weekly
Example
£98k £72k
Wk 1Wk 3Wk 5Wk 7Wk 9Wk 11Wk 13
Current Balance
£72,400
Forecast Wk 13
£98,100
Lowest Point
£68,200 (Wk 4)

You know something's not right with your finances, but you can't put your finger on what.

This is what my free review looks like. Six areas, honest assessment, clear picture of where you stand and what to fix first.

Finance Health Check
Free initial review
Example

Month End Process

Closing within 8 working days with clear ownership

Management Reporting

Monthly pack delivered on time with clear commentary

Cashflow Visibility

Forecast in place but needs tighter supplier tracking

Invoicing & Credit Control

Overdue debt below 5%, two items flagged for follow up

Budgeting & Forecasting

Annual budget set, but rolling forecast not yet in place

Systems & Automation

Heavy reliance on manual spreadsheets, room for improvement

All examples use fictional data. This is the kind of clarity Nafintra delivers.

Want something like this? Let's talk