QueryBox Financial
Success Stories
See how small businesses use QueryBox Financial to answer critical questions about their financial future
The Runway Question
Sarah, Startup Founder
The Challenge
Sarah raised a seed round 8 months ago and needs to know exactly when she'll need to raise again. Her board wants monthly updates on runway, but calculating it manually takes hours.
82% of business failures are due to poor cash flow management.
How QueryBox Financial Helps
- Instant runway calculation — Connect Xero, import pipeline, see runway in seconds
- Real-time updates — As deals close or expenses change, runway updates automatically
- Board-ready exports — One-click CSV export for investor updates
The Result
Sarah now knows she has 14.3 months of runway and can confidently tell her board she needs to start fundraising conversations in month 10.
The Hiring Decision
Marcus, Agency Owner
The Challenge
Marcus's digital agency is growing fast. He has two senior developer candidates and wants to hire both, but he's not sure if the business can support $300K in additional annual salary.
70% of small businesses still use spreadsheets for financial forecasting.
How QueryBox Financial Helps
- What-if scenarios — Create a "Hire 2 Engineers" scenario in 30 seconds
- Side-by-side comparison — See base forecast vs. hiring scenario impact
- Pipeline integration — New clients are already in the forecast
The Result
Marcus discovers he can hire one developer now and the second in Q2 when two large contracts start paying.
The Cash Timing Problem
Jennifer, SaaS Founder
The Challenge
Jennifer's SaaS company just closed a $120K annual contract paid upfront. She needs to understand when cash hits the bank versus when it's recognized as revenue.
31% of SMBs have only up to 2 months of working capital.
How QueryBox Financial Helps
- Cash flow vs. P&L views — See when cash arrives vs. revenue recognition
- Payment schedule modeling — Configure upfront, monthly, or annual payments
- Deferred revenue tracking — Understand liability for undelivered services
The Result
Jennifer sees a March cash crunch coming and negotiates payment terms with a vendor to smooth it out.
The Deal Slip Scenario
David, Consulting Partner
The Challenge
David's $200K deal was supposed to close this month, but the client pushed the start date by 90 days. He needs to quickly understand the impact on cash flow.
60%+ of businesses that fail are actually profitable—they simply ran out of cash.
How QueryBox Financial Helps
- Instant deal adjustment — Change one deal's close date, see ripple effect
- Scenario comparison — Compare "deal slips" scenario to base forecast
- AI assistant — Ask "What if the Acme deal slips 3 months?"
The Result
David models accelerating a smaller deal and delaying a hire by one month—problem solved without panic.
The Seasonal Planning Challenge
Lisa, E-commerce Owner
The Challenge
Lisa's e-commerce business does 40% of annual revenue in Q4. She needs to plan inventory purchases in September, but cash is tight after the slow summer months.
43% of small business owners have been at risk of not making payroll due to cash flow issues.
How QueryBox Financial Helps
- 12-month cash flow projection — See the full year with seasonal patterns
- Expense event planning — Add "Q4 Inventory Purchase" as a one-time expense
- Multiple scenarios — Model conservative, base, and aggressive projections
The Result
Lisa determines she can safely invest $50K in inventory with her base case, with a plan to reorder if sales hit the aggressive target.
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