A financial projection template with 300 inputs – who has time for that?
Max allows borrowers to produce highly accurate projections in minutes by leveraging the borrowers QuickBooks financial data, dramatically shortening time to approval.
No need to pay a CPA or learn rough financial modeling from YouTube videos
Answer a handful of key questions in a few minutes, the software does the rest
Accelerate Approval
Remove a major stumbling block for business owners, reducing the time to return projections from weeks to minutes.
Highly accurate forecasts – no experience required.
Improve accuracy and handle items typically missed like seasonality
Leveraging QuickBooks financials eliminates manual entry errors
Go way beyond typical financial projections produced by borrowers
Automatically produces export when done.
Full formulas allow for auditing or additional customization
Exports to Excel – With Formulas!
Get the familiar format you need.
