# Whyzr

> Reports and forecasts drafted from your books, checked by you. Whyzr connects to a company's accounting and builds the reports and forecast a CFO would: reports that tie to the books, a driver-based forecast where every number explains itself, and Pip, an AI assistant that answers questions and proposes changes. Nothing changes until a person approves it.

Category: FP&A and financial forecasting software for small and mid-sized companies and the firms that serve them, with AI built in.

## Who it is for
- Fractional CFOs, accounting and client advisory services (CAS) firms: Every client's forecast in the same shape. Monthly updates drafted for you to review.
- Founders, CEOs and executives: Know your runway. Ask what-ifs in plain English. See the answer before you commit.

## Key facts
- Numbers you can trust: Every closed month is checked against the books. A forecast can't be made the plan while a check fails.
- Numbers that explain themselves: Click any forecast number to see its formula, inputs and sources. Every figure in an AI answer links back to the data it came from.
- Pip proposes; you approve: Each proposed change shows a before-and-after preview before you approve it. Publishing to clients and making a forecast the plan are always done by a person.
- Driver-based, not hard-coded: Forecasts are built from named assumptions: new customers, churn, price per plan, headcount × salary, utilization, bill rate. Change a driver and everything downstream updates.
- Same shape every time: Every forecast opens the same way. Anyone who has read one Whyzr model can read any other.
- Excel when you need it: Download the model as an Excel file with live formulas.
- A full record: Every change, by a person or by AI, is logged with who made it and why.
- Reads your books, never changes them: Whyzr has read-only access to QuickBooks.

## Available now (invite-only pilot)
- Reports from QuickBooks data exported to Excel: weekly cash, ARR and metrics
- Driver-based forecasts with draft, review and promote
- A client portal for published reports, with email alerts
- Excel export with live formulas
- Pip, an AI assistant inside the app (pilot)
- An MCP connector so AI assistants and agents can work in Whyzr
- An audit trail of every change

## Coming soon (planned, not shipped)
- Self-serve sign-up
- Demo companies for SaaS, services and project-based businesses
- Direct QuickBooks Online connection with nightly sync
- Upload your existing Excel model for a month-by-month comparison
- Read-only share links for board updates
- Optional two-step sign-in
- Three linked statements on every forecast

## Trial and pricing
- 45-day Forecast trial.
- The trial clock starts when real data connects.
- No card required to start.
- When the trial ends without an upgrade, nothing is deleted. Forecasts become internal drafts you can reopen when you upgrade.
- Reporting tier: Reports, the dashboard and sync.
- Forecast tier: Forecasts, what-ifs and Excel export, plus everything in Reporting.
- Priced per client. Pricing is shared during the pilot.

## FAQ
### What is Whyzr?
Whyzr is FP&A and financial forecasting software for small and mid-sized companies and the firms that serve them. It builds reports and a driver-based forecast from a company's books, and Pip, its AI assistant, proposes changes that a person approves.

### Who is Whyzr for?
Fractional CFOs, accounting and CAS firms that run forecasts across many clients, and founders and executives who want to know their runway and test plans before committing.

### Can Whyzr change my accounting data?
No. Whyzr has read-only access to QuickBooks. It reads your books; it never changes them.

### Can the AI change my forecast without approval?
No. Pip, Whyzr's AI assistant, proposes changes with a before-and-after preview, and nothing changes until a person approves it. Every change is logged with who made it and why.

### How does the free trial work?
Whyzr includes a 45-day Forecast trial with no card required. The trial clock starts when real data connects. If the trial ends without an upgrade, nothing is deleted.

### Does Whyzr work with Xero or NetSuite?
Not yet. Whyzr works with QuickBooks today. Other ledgers are on the roadmap.

### Can AI agents connect to Whyzr?
Yes. Whyzr has an MCP server so AI assistants and agents can read reports and forecasts and propose changes within a company's permissions. Agents can never publish, invite people or make a forecast the plan. Access is by a key that a firm admin creates.

## Pages
- [Home](https://whyzr.com/): [markdown version](https://whyzr.com/index.md)
- [Product](https://whyzr.com/product)
- [Pricing](https://whyzr.com/pricing): [markdown version](https://whyzr.com/pricing.md)
- [Security](https://whyzr.com/security)
- [For AI agents](https://whyzr.com/agents)
- [About](https://whyzr.com/about)
- [Legal](https://whyzr.com/legal): Whyzr's Terms of Service, Privacy Policy, Data Processing Addendum and subprocessor list.
- [Terms of Service](https://whyzr.com/legal/terms): The agreement between StartupEdge LLC, doing business as Whyzr, and the organizations that use Whyzr.
- [Privacy Policy](https://whyzr.com/legal/privacy): What personal data Whyzr collects, how it is used and shared, how long it is kept, and your choices.
- [Data Processing Addendum](https://whyzr.com/legal/dpa): Whyzr's commitments when it processes personal data on a customer's behalf. Part of the Terms of Service.
- [Subprocessors](https://whyzr.com/legal/subprocessors): The service providers that process business data customers put into Whyzr, and how customers are notified when the list changes.
- [Start free trial](https://app.whyzr.com)