Uniflow

Uniflow is a financial operating system for cash-flow planning, forecasting and growth decisions. It is best suited to founders and finance teams that want linked financial models alongside scenario and fundraising tools. Its broad modeling scope is appealing, though the free tier is narrow and larger teams face revenue-based Scale pricing.

Overview

Uniflow combines three-statement modeling, valuation models, scenario analysis and accounting-data import. That makes it useful for both operating forecasts and valuation work, rather than only tracking cash flow. Forecast horizons range from three months to five years depending on plan or feature, and users can export scenarios to Excel or PDF for board review.

Its planning tools also reach beyond the model itself: users can compare cases involving hiring, pricing changes, slower quarters or fundraising. An investor pipeline and fundraising tracker provide a place to organize funding work, while tax forecasts estimate VAT and corporation tax reserves. Tax prediction is included among Scale features.

Key features

• Forecasting and scenarios: Rolling forecasts can extend from three, six or 12 months up to five years, depending on the plan or feature. The ability to compare different business conditions is valuable for planning, but the free plan allows only one scenario.
• Fundraising support: The platform includes an investor pipeline and fundraising tracker. The paid Fundraising add-on adds valuation methods, funding-required calculations and an AI analyst with unlimited questions, making it more relevant to active fundraisers than to teams seeking only basic forecasting.
• Accounting connections: Integrations include Xero, QuickBooks, FreeAgent, Zoho Books, Stripe, Square, PayPal, Toast, HubSpot, Salesforce, Meta Ads and Amazon Ads. Connections are read-only and can be revoked at any time, which limits write access while connecting accounting and business data.
• Security and reporting: Uniflow describes its security as using enterprise-grade encryption and security protocols. Excel and PDF exports let users take scenario outputs to board discussions.

Pricing

The Free plan costs 0.00 USD and has no time limit. It includes a six-month forecast, one revenue stream, one scenario and monthly data sync. That is a useful entry point for a simple model, but not enough for users who need several revenue lines, frequent updates or competing scenarios. A one-off financial audit is available to Free customers for $15 a month; the audit is included on Grow and Scale.

Grow costs $25 a month, billed monthly, and supports up to three people, a five-year forecast and two scenarios. It is the practical step up for a small team that needs a longer planning horizon. The maker says there are no seat charges or implementation fees and collaborators can be invited on any plan, but Grow’s stated capacity is still up to three people.

Scale pricing follows monthly revenue. The $1k–$10k monthly revenue tier costs $49 a month for up to eight people; $10k–$25k costs $120 a month for up to 20; $25k–$50k costs $299 a month for up to 40; $50k–$100k costs $549 a month for up to 80; and $100k–$250k costs $1,090 a month for up to 200. These tiers suit organizations that need higher team capacity and Scale features, but revenue-based pricing makes the cost climb substantially as the business grows.

The Fundraising add-on offers three case scenarios at $100 a month, billed every six months, under Starter; $160 a month, billed every three months, under Quarterly; and $220 a month, billed every six months, under Six-monthly. Because the add-on includes dedicated fundraising tools and an AI analyst, it is most relevant when fundraising work is a priority, not as a default upgrade for every forecasting user.

Platforms

Uniflow is available on web, iOS and Android. This gives users access across desktop and mobile platforms without limiting the product to a browser.

Who it's for

Founders can use Uniflow to link cash-flow planning with growth scenarios and fundraising preparation. Finance teams, advisors, investors and accelerators are also among its intended audiences. Advisors, accelerators and investors can book a demo for multi-client or cohort workspaces, while teams that need more than three people should consider the relevant Scale tier rather than Grow.

Pros and cons

• Pro: Three-statement modeling, valuation and scenario analysis sit alongside accounting-data import, covering several related finance workflows in one product.
• Pro: Read-only integrations can be revoked, a useful boundary for teams connecting financial and business accounts.
• Pro: Web, iOS and Android support gives users more ways to access forecasts and planning work.
• Con: Free is capped at one revenue stream and one scenario, with monthly sync and a six-month forecast, so it is poorly suited to ongoing, multi-case planning.
• Con: Grow supports up to three people; teams needing greater capacity must move to Scale, where price tracks monthly revenue.
• Con: Fundraising-specific capabilities are an add-on with multi-month billing terms, which can be a significant extra commitment for users who need only occasional funding analysis.

Alternatives

Financial Modeling Software, Scenario Planning Software and Financial Planning & Analysis Software lists are useful starting points for comparing products across those categories.

• Adlega is worth considering for a web-based free plan that includes one financial model, core forecasts, MRR and runway, plus 15 Adlega Tokens per month and a read-only share link.
• Cast may suit users who want a free web plan with 60 AI credits monthly and three saved models, accepting that share links expire after seven days and show model code.
• Financial Modelling Pro is another free web option, with one project, browser-local saving, 17 sector templates, watermarked PDF export and 20 Sammy messages per month.
• Valutico is a candidate for users seeking a valuation-focused product with API and web access and free access to create a data room or launch Diligence.
• LivePlan is a paid alternative with web and mobile access; its Standard plan costs $20 a month for one active company, five contributors and unlimited guests.
• Causal is another paid, web-based option.
• Cube may be relevant to teams seeking a paid platform with API and web access; its Bronze plan includes full platform access, custom roles, unlimited dimensions and users, and unlimited dashboards.
• Guesstimate is a freemium web alternative whose application code is open source, with repository instructions for running it locally.

Verdict

Uniflow is a strong fit for founders and finance teams that want forecasting, three-statement models and scenario planning together, with fundraising tools available when needed. Its free plan is a sensible way to start a small model, and Grow adds a five-year horizon at a clear monthly price. Look elsewhere if one scenario or monthly sync is too restrictive, if your team exceeds Grow’s three-person capacity, or if revenue-based Scale pricing and a separately billed fundraising add-on do not suit your budget.