Finance & CFO

Know your numbers. Make smarter decisions.

Most business software shows you what happened. Mako shows you what it means — with real-time dashboards, automated financial statements, and AI-powered forecasting that helps you plan ahead.

For Who

For yoga studios · salons & spas · fitness centers · contractors · wellness practices, and more.

Finance Dashboard

Your entire financial picture, one screen.

Real-time overview of revenue, expenses, profit, cash position, and key ratios. No digging through reports. No waiting for your accountant. Open the dashboard and know exactly where you stand. Updated automatically as bookings complete, invoices get paid, and expenses are logged.

Revenue & Expense Analysis

See where money comes from — and where it goes.

Revenue broken down by service, customer, and time period. Expenses categorized for visibility into your cost structure. Spot trends, identify your most profitable services, and find spending leaks.No spreadsheet required. The numbers organize themselves.

We help you plan ahead

82% of small businesses fail due to cash flow problems. Mako gives you visibility before it's too late — not after.

Automated Financial Statements
P&L, cash flow, balance sheet — generated for you.
Mako builds your financial statements automatically from your actual business data. Profit & Loss shows revenue minus expenses. Cash flow tracks money in and out. Balance sheet shows assets versus liabilities.No manual accounting entry. No reconciliation headaches. Just accurate statements, always current.
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AI Forecasting & Scenario Planning
See the future. Plan for it.
Predictions of future revenue and expenses based on your historical trends and seasonality patterns. Model "what if" scenarios: What if I hire two more techs? What if revenue drops 20%? What if I raise prices 10%?

Make decisions with data, not gut feelings.
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Budget Management
Set targets. Track reality.
Create budgets for expense categories and time periods. Track actual spending versus budget with variance analysis showing where you're over or under.Green means on track. Red means attention needed. No surprises at month-end.
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Break-Even Analysis
Know exactly what it takes to cover costs.
Calculate how many jobs, customers, or revenue dollars you need to break even. Broken down by service and at the business level.

Launching a new service? Mako tells you how many bookings you need before it pays for itself.
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Unit Economics (LTV/CAC)
Is your growth profitable?
Customer lifetime value versus customer acquisition cost. See whether your marketing spend is justified by long-term customer value — or if you're losing money on every new client.The metric that separates businesses that scale from businesses that sink.
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Job Profitability
Know which jobs make money — and which don't.
Profit or loss on individual jobs. Factors in labor costs (from time tracking and pay rates), materials, and revenue to show true margin per job.Stop guessing which services are worth your time. Start knowing.
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MRR Tracking
Watch your recurring revenue grow.
Monthly recurring revenue from memberships. Track growth, churn, and net MRR trends over time. See exactly how your membership base is performing.The heartbeat metric for any class-based or subscription business.
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Seasonality & Anomaly Detection
Spot patterns. Catch problems early
Mako identifies revenue patterns across months — "Revenue dips 30% every January" — so you can plan ahead. Alerts fire when spending or revenue deviates significantly from normal.No more surprises. Just early warnings and smart planning.
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Integrations

Connect with your favorite tools

Stripe

Keep your team and bookings perfectly aligned with two-way Google Calendar sync.

Google Calendar

Accept payments seamlessly through Stripe with secure card processing, automated payment tracking, and faster reconciliation.

FAQs

Frequently asked questions

What is Mako?

Mako is an all-in-one business management platform built for service-based businesses. It combines CRM, scheduling, payments, team management, AI tools, and financial reporting into a single app — so you don’t need to stitch together five different tools to run your business.

Is there any demo available?

Yes, 14 day free trial to figure out if it's the right choice for you.

How does job profitability work?

Mako calculates revenue minus costs for each job. Costs include labor (from time tracking × pay rates) and materials. You see true margin, not just revenue.

What's included in the AI forecasting?

Mako analyzes your historical data to predict future revenue and expenses. You can run "what if" scenarios — like adding staff or losing a percentage of revenue — to see the projected impact.

Which plans include Finance & CFO features?

Finance & CFO is available on Team ($149/mo) and Enterprise ($999/mo) plans. Starter plan includes standard analytics but not the advanced financial tools.

Can I import my existing customers?

Yes. Upload a CSV file and Mako will map your columns to customer fields, including custom fields and tags.

How long does setup take?

The onboarding wizard walks you through 6 steps: your business info, your profile, how you work, your services (pre-populated based on your industry), your booking link, and inviting your team. Most users are up and running within a single session.

Do I need to enter data manually for financial reports?

No. Mako builds financial statements automatically from your bookings, invoices, payments, time tracking, and expenses. Everything updates in real time.

Does this replace my accountant?

No. Mako gives you real-time visibility and planning tools. Your accountant still handles taxes, compliance, and official filings. QuickBooks sync keeps everyone working from the same numbers.

Run your business on data, not guesswork.

Start today.

Mako Finance gives you the dashboards, forecasts, and insights that used to require a full-time CFO.