Uniflow

Uniflow is a financial operating system that brings cash-flow forecasting, scenario planning and fundraising tools together. It is aimed at founders and the teams and advisers around them. Its breadth is useful, but the sharp jump from a tightly capped free tier to revenue-based Scale pricing makes the right plan an important part of the decision.

Overview

Uniflow combines cash-flow forecasts with three-statement modeling, valuation models and scenario analysis. That makes it a stronger fit for businesses that want to connect operating plans with funding decisions than for users seeking only a lightweight spreadsheet substitute. Forecasts can span from three months to five years, depending on plan or feature; the free plan stops at six months.

Accounting data import and integrations with Xero, QuickBooks, FreeAgent, Zoho Books, Stripe, Square, PayPal, Toast, HubSpot, Salesforce, Meta Ads and Amazon Ads can bring accounting, sales and marketing data into planning. Connections are read-only and can be revoked. Uniflow also says it uses enterprise-grade encryption and security protocols, though readers should weigh those assurances alongside their own security requirements.

Key features

• Forecasts and scenarios: Rolling forecasts and scenario comparisons support planning for hiring, pricing changes, slower quarters or fundraising rounds. That flexibility is valuable when assumptions change, but the free plan's single scenario cannot compare alternatives; Grow raises the allowance to two.
• Fundraising tools: An investor pipeline and fundraising tracker give founders a place to manage fundraising activity. The paid add-on extends this with valuation methods, funding-required calculations and an AI analyst with unlimited questions, making it relevant to active fundraising rather than routine forecasting alone.
• Tax and board reporting: Uniflow estimates VAT and corporation tax reserves, with tax prediction listed among Scale features. Scenarios can be exported to Excel or PDF for board use, a practical bridge between internal modeling and review.
• Team access: There are no seat charges or implementation fees, and collaborators can be invited on any plan. That avoids a separate seat fee, but each plan still sets a people limit, so growing teams need to account for the applicable cap.

Pricing

The Free plan is free with no time limit. It includes a six-month forecast, one revenue stream, one scenario and monthly data sync. Those caps make it a useful low-commitment starting point, but a poor fit for businesses that need multiple revenue lines, more frequent updates or longer planning horizons. A $15 a month one-off financial audit is available to Free-plan customers.

Grow costs $25 a month, billed monthly, for up to 3 people, a 5-year forecast and 2 scenarios. It is the clearest step up for small teams that need a long forecast and basic scenario comparison; the two-scenario cap can still constrain more extensive planning.

Scale pricing follows monthly revenue and expands team capacity: $49 a month for $1k–$10k monthly revenue and up to 8 people; $120 a month for $10k–$25k and up to 20 people; $299 a month for $25k–$50k and up to 40 people; $549 a month for $50k–$100k and up to 80 people; and $1,090 a month for $100k–$250k and up to 200 people. This structure suits businesses whose team and revenue justify the higher tiers, but it makes costs rise substantially with scale.

The Fundraising add-on has three options, each with 3 case scenarios: Starter at $100 a month, billed every 6 months; Quarterly at $160 a month, billed every 3 months; and Six-monthly at $220 a month, billed every 6 months. The billing interval matters for cash planning, and this add-on is a substantial extra commitment for users who only need the core forecasting tools. The Financial audit is $15 a month, available as a one-off, and included on Grow and Scale. Uniflow also offers a 20-minute demo booking; advisers, accelerators and investors can book a demo for multi-client or cohort workspaces.

Platforms

Uniflow is available on web, iOS and Android. That broad device coverage helps users reach their planning workspace across platforms, while the product's forecasting and modeling remain the central reason to choose it.

Who it's for

Founders who need cash-flow visibility, multiple forecast horizons and fundraising support are the natural audience. Finance teams can use the modeling and integrations for planning, while advisers, investors and accelerators may find the multi-client or cohort workspace relevant. It is less suitable for a business that can manage its needs with one short forecast, or for a team that needs several scenarios without moving beyond the free plan.

Pros and cons

• Pro: Forecasting, scenario analysis, three-statement modeling and valuation sit alongside fundraising tools, supporting both operating plans and funding work.
• Pro: A wide set of accounting, payments, CRM and advertising integrations can connect planning to several kinds of business data, with read-only connections that can be revoked.
• Pro: No seat charges or implementation fees reduce extra costs outside the published plan pricing, although people limits still apply.
• Con: Free is constrained to one revenue stream, one scenario, a six-month forecast and monthly sync, making it unsuitable for more developed planning.
• Con: Scale costs climb with monthly revenue, and fundraising support requires a separately billed add-on.

Alternatives

For a different financial-modeling workflow, compare the Financial Modeling Software category; for scenario-focused tools, see Scenario Planning Software or Financial Planning & Analysis Software.

Adlega is another freemium web option, with a free plan offering one financial model, core forecasts, MRR and runway, 15 Adlega Tokens per month and a read-only share link. Cast offers a free web plan with 60 AI credits per month, three saved models and share links that expire after seven days. Financial Modelling Pro has a free web plan with one project, browser-local saving, 17 sector templates, watermarked PDF export and 20 Sammy messages per month.

LivePlan is a freemium option without a free plan, with Standard at $20 a month for one active company, five contributors and unlimited guests. Valutico is a paid web and API option that offers free access to a Virtual Data Room or Diligence. Workday Adaptive Planning is a paid alternative with a 30-day free trial. Causal is a paid web alternative. Cube is a paid web and API alternative.

Verdict

Choose Uniflow if you are a founder or finance team that needs cash-flow forecasting and scenario planning alongside fundraising tools and business integrations. Its strongest case is the combination of modeling and fundraising in one product. Look elsewhere if a single revenue stream, one scenario or a six-month forecast is too limiting, or if revenue-based Scale pricing and a separate fundraising add-on do not suit your budget.