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From supercharged budgets to sparky strategy — we deliver results at lightning speed.

Contact Us
⚡ Basic Package
✨ Gold Package
💎 Diamond Package

Our Service Packages

⚡ Basic Package

$29/month
  • Live Financial Dashboard
  • File Upload System (PDF, Excel)
  • Basic Analytics & Charts
  • Budget Tracking
  • Spending Categories
  • Email Support
Buy Now

✨ Gold Package

$49/month
  • Everything in Basic
  • Auto-Generated PowerPoint Decks
  • Year-over-year analysis
  • AI-generated insights
  • Custom brand colors
  • Advanced Analytics
  • Priority Support
Buy Now

💎 Diamond Package

$99/month
  • Everything in Gold
  • QuickBooks Integration
  • Automatic data sync
  • Real-time financial updates
  • 1-on-1 Coaching Sessions
  • Custom Reports
  • Direct Phone Support
Buy Now

AI Presentation

Describe what you want for your slides. The AI agent will generate a full presentation for you like a human assistant.

Themes

Executive Summary $1.2M Revenue
Executive Summary
Clean, professional blue theme for board meetings
Investor Pitch Series A - $5M
Investor Pitch Deck
Compelling pitch deck for fundraising
Financial Analysis
Financial Deep Dive
Detailed financial analysis with charts
Monthly Report Revenue +15% Profit +22% Growth +8%
Monthly Performance
Monthly business performance report
Dark Professional 42%
Dark Professional
Sleek dark theme for modern presentations
Minimal Clean $2.4M
Minimal Clean
Ultra-clean minimalist design
PREMIUM
Startup Pitch $10M TAM 10x Growth
Startup Pitch
Y-Combinator style startup pitch
PREMIUM
Board Meeting Financials Operations Strategy Resolutions
Board Meeting
Formal board meeting presentation

Select a template or describe your presentation above

AI Excel Builder

Transform messy QuickBooks data into professional proformas with SUMIF, SUMIFS, INDEX MATCH, and trailing period calculations - all auto-generated.

📁

Drop-In Sheet

COUNTIF UNIQUE deduplication extracts clean line items from raw QuickBooks data

📊

Proforma Generator

Auto-build monthly columns with SUMIF yearly rollups and INDEX MATCH references

📈

Trailing T-1 to T-12

SUMIFS with auto-annualization: T-1×12, T-3×4, T-6×2, T-12×1

🎯

Scenario Toggle

INDEX MATCH driven - toggle valuation date updates all formulas instantly

Industry Templates

🏢
Real Estate
NOI, Cap Rate, Cash Flow
💻
SaaS Business
MRR, ARR, Churn, CAC
🛒
E-Commerce
Gross Margin, Inventory
👔
Professional Services
Utilization, Billing Rates
🍽️
Restaurant / F&B
Food Cost, 4-Wall EBITDA
📊
QuickBooks Import
Auto-detect structure

Free • No signup required • Export to Excel

About Our Founder

Zac Prizant Headshot

Zac Prizant is a Cornell University and Cornell SC Johnson School Graduate School of Management alumnus, and elite endurance athlete who ran 3,000 miles across the country with his twin brother from San Francisco to NYC. After closing $500M+ in investment banking and private equity deals, Zac managed a portfolio of 60+ hotels, transforming an antiquated eight-hour-per-budget procedure into a seven-minute one.

He went on to serve as a fractional CFO for businesses in various industries ranging from logistics, to law, entertainment, and tech. He launched Lightning Ledgerz to bring elite budgeting and strategy to the masses.

He now trains jiu jitsu in Las Vegas and coaches clients with the intensity of a champion and the heart of a brother.

Get In Touch

Upload Your Financials

Drop files here or click to upload

We'll analyze your data and generate insights

PDF Excel CSV PowerPoint Word

Supported documents:
Proformas, Budgets, Financial Statements, Customer Lists, Expense Reports, Property Data, Comparable Analysis