Finance & CFO tools

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.

Available on Team and Enterprise plans
Real-time P&LCash flow & runwayForecasting BudgetsBreak-even

FINANCE DASHBOARD

Your entire financial picture, one screen.

Real-time revenue, expenses, profit, cash position and the ratios that matter. No digging through reports and no waiting for your accountant: it updates as bookings complete, invoices get paid and expenses are logged.

REVENUE & EXPENSES

See where money comes from, and where it goes.

Revenue split by service, customer and period. Expenses categorised so your cost structure is visible rather than assumed. That is how you find out which part of the business actually pays for itself.

Revenue and margin per service
Expenses categorised automatically
Month by month trends
Revenue · July 2026
$7,930
↑ 7.1%
Recurring · memberships and packs$5,680
Share of revenue that repeats72%
Profit & loss · July 2026
Revenue$7,930
Instructor pay and commission−$2,199
Tips passed through−$815
Operating expenses−$2,220
Net profit · 34% margin$2,696
The $2,199 of commission and the $815 of tips are the same figures that settled in Friday's payout run: one set of numbers, not two.
AUTOMATED STATEMENTS

P&L, cash flow and balance sheet, without the data entry.

Statements are generated from your actual business data: bookings, invoices, payments, logged time and expenses. Nothing to reconcile, nothing to retype, and the numbers are the same ones your team is being paid from.

P&L, cash flow and balance sheet
Every line traceable to its source
QuickBooks Online sync for your accountant
CASH FLOW & RUNWAY

Profitable and out of cash is a real way to fail.

Mako tracks what came in, what went out, what you are owed and what you owe: then tells you how long the balance lasts at your current cost base. Visibility before it becomes a problem, not after.

Live cash position, fees included
Receivables and payables side by side
Runway at your current burn
Cash in bank · 31 July
$19,605
8.8 months
Opening balance · 1 July$16,180
Payments collected+$7,930
Team payout · commission and tips−$3,014
Operating expenses paid−$1,491
Closing balance$19,605
$778 is still owed to you across four invoices, one of them overdue: money that is earned but not yet cash.
Scenario · hire a fourth instructor
+$1,290 a month
Extra classes they could teach+12 a month
Added revenue+$2,010
Added pay and commission−$720
Net monthly effect+$1,290
Break-even revenue today$3,581 a month
July actual$7,930 · 2.2× break-even
FORECASTING & BUDGETS

Answer "can we afford it?" before you commit.

Forecasts are built from your own trailing performance and the seasonality Mako has seen in your business, shown as a range rather than a single confident number. Run a scenario: a hire, a price change, a quiet month, and see the consequence first.

Three-month forecast with a range
Scenario modelling for real decisions
Budgets with live variance and break-even
82%

of small businesses that fail do so because of cash flow. Mako gives you the visibility before it is too late, not in the post-mortem.

THE CFO YOU CANNOT AFFORD YET

See what changed and decide what to do next.

INTEGRATIONS

Connect with your favourite tools.

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FAQS

Frequently asked questions

Having any issues? Report them to our team.

Contact us
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.

Do I need to enter data manually?

No. Statements are built from your bookings, invoices, payments, time tracking and logged expenses, and they update in real time as those things happen.

How accurate is the forecast?

It is built from your own trailing performance and the seasonality Mako has observed in your business, and it is shown as a range rather than a single number, so you can see the downside as well as the expectation.

Can I see profitability per service?

Yes. Revenue and margin are broken down by service, so you can see which parts of the business actually make money rather than just which are busiest.

What is break-even, exactly?

The monthly revenue you need to cover your fixed costs. Mako calculates it from your contribution margin, so it moves as your costs and pricing change.

What is Mako?

Mako is built for service businesses. It brings CRM, scheduling, payments, team tools, AI features and financial reporting into one app, so you can run the business without piecing together several systems.

Is there any demo available?

Yes. The guided product demo requires a valid work email. No credit card or sales call is required.

Can I import my existing customers?

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

Do you perform full migrations?

Yes. Upon a full year commitment, our team can look at what you have on other platforms and perform the migration for you.

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.

Real numbers, in real time

Start today.

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