Financial planning for CFOs and owner-operators
Ready 3-statement forecasts in 15 minutes with drag & drop One-click bank & boardroom-ready reports
Test scenarios. Steer the business with confidence Get funded
Commonly heard
We want to expand, but I need to know we won't run out of cash halfway through.
We're profitable on paper. So why is cash always tight?
Working capital swings wildly between projects. I need to see how payment terms affect our cash.
Bank wants a 3-year forecast with stress tests before renewing our credit line. Our Excel model breaks every time I touch an assumption.
How much can I take out without the bank pulling our credit line?
Board approved our growth plan. Now they want monthly updates to steer the business. How do I keep this up?
Investment-bank structure.
CFO-grade reports
Tailored models, not templates
- Drop in your numbers → Petit builds a custom financial model wireframe. Based on expertise from CFOs, investment bankers, and Big 4 auditors
- No generic templates. Your business is the template.
Drag to adjust. No spreadsheets.
- Build by dragging. No keyboard required.
- Change revenue, costs, hiring, or financing. See three statements update instantly.
Polished one-click reports
- Big-4-quality PDFs for boards, banks, and investors, with built-in analyst commentary.
- Share live models via secure read-only links. No login required.
Updates without rebuilds
- Drop in your latest actuals → forecasts update automatically
- Month passed, same model.
Need a plan?
Be first in line when we launch.
Questions, answered
01 Who is Petit for?
Finance leaders at established businesses: CFOs, finance managers, controllers, and owner-operators handling finance themselves before they hire.
Petit is enterprise-grade financial planning, right-sized and priced for SMBs and mid-market. If you've outgrown Excel and need a platform for forecasting and stakeholder communication, you're in the right place.
02 How do I get started with my own numbers?
Drop in your financial statements, trial balances, or messy spreadsheets. Petit builds a tailored model wireframe to start from, not a generic template.
From there build scenarios and tweak assumptions with a visual interface. No keyboard required.
03 How do scenarios and updates work?
Build a base plan. Duplicate it, tweak the assumptions, compare outcomes side by side.
When new actuals come in, drop them in and forecasts reflow automatically. No broken formulas.
04 Can I share models with my team and stakeholders?
Yes. Share models with teammates using role-based permissions.
Export board-ready PDFs with commentary. Send investors or lenders a secure read-only link to a live model (no login required on their end).
05 When can I try Petit?
Petit launches fall 2026. Join the waitlist and we'll email you the moment it's live.