Products · James FP&A Platform
Financial statements, forecasts and an AI analyst, from the data you already have.
James FP&A connects to your accounting software and turns it into P&L, balance sheet, cash flow, KPI dashboards and a 12-month forecast. Ask James answers plain-English questions from your real numbers. Live software with paying customers, built and supported by James Analytics.
14-day free trial, card required, cancel anytime.
Revenue (MTD)
$0K
+12.4% MoM
Expenses (MTD)
$0K
+8.1% MoM
Net Income (MTD)
$0K
+23.7% MoM
Cash
$0.0M
+5.2% (7d)
Revenue vs Expenses
Ask James
Recent Transactions
What it does
Everything a finance lead needs, nothing they have to build
Automated financial statements
Income statement, balance sheet and cash flow statement generated from synced transactions with automatic chart-of-accounts mapping. Period comparisons and PDF/Excel export built in.
DetailsForecasting and budgets
12-month rolling forecasts for revenue, expenses and cash; driver-based budgets with budget vs. actual variance tracking; base, conservative and aggressive scenarios; Monte Carlo runway analysis on Scale.
DetailsKPI dashboard
Twenty-plus ratios across profitability, liquidity, growth and efficiency, with industry context and missing-data feedback so you know which numbers to trust.
DetailsAsk James AI
Ask questions about your finances in plain English. Answers are grounded in your own data and sit inline on dashboard cards, so you never leave the view you are looking at.
DetailsScreens
Reporting, planning and insights
Up and running the same day
No implementation project. Connect, review the mapping, start asking questions.
Connect
Link QuickBooks, Xero or Puzzle with OAuth, or upload a CSV. Setup takes a few minutes.
Review
Statements, KPIs and a 12-month forecast are generated from your data. Check the mapping once.
Decide
Ask James what changed and why. Export investor-ready reports when you need them.
Connect
Link QuickBooks, Xero or Puzzle with OAuth, or upload a CSV. Setup takes a few minutes.
Review
Statements, KPIs and a 12-month forecast are generated from your data. Check the mapping once.
Decide
Ask James what changed and why. Export investor-ready reports when you need them.
Integrations
Connect your accounting data
OAuth connections; we never store your accounting credentials.
QuickBooks Online
Automatic transaction sync, chart-of-accounts mapping, invoices and bills
Xero
Real-time sync, multi-currency, bank reconciliation data
Puzzle.io
Automated bookkeeping sync with AI-categorized transactions
CSV upload
Smart column detection and bulk historical import when there is no accounting system
Security
Data is encrypted in transit (TLS 1.2+) and at rest (AES-256 by our database and storage provider, Supabase on AWS, US region). Access is role-based with MFA available. We run SOC 2-aligned internal controls reviews and are not yet independently audited; no FedRAMP authorization is claimed. Security details →
Pricing
Three plans, one trial
14-day free trial, card required, cancel anytime. Annual billing saves 20%.
Starter
For solo founders and small teams who want visibility
$149/mo$119/mo billed annually
- 2 seats
- 1,000 transactions/month
- Full financial statements
- 12-month forecasts
Growth
PopularFor growing businesses ready to turn data into decisions
$299/mo$239/mo billed annually
- 5 seats
- 10,000 transactions/month
- Advanced KPI dashboard
- AI-assisted budgeting
Scale
Full-featured platform for CFO-led organizations
$599/mo$479/mo billed annually
- 25 seats
- Unlimited transactions
- Monte Carlo simulations
- Investor-ready reports
Need SSO, custom integrations or an agency agreement? Talk to us about Enterprise · Compare every plan
See your numbers by this afternoon
14-day free trial, card required, cancel anytime.