Model every decision
before you make it.
OUTRIGGER BALANCE™ is a strategic cash flow tool that lets you model financial decisions before spending a dollar. Run scenarios, see the cash impact instantly, and use the same reports to communicate with buyers, brokers, and your valuation platform. Know what your cash can do before you commit to anything.
OUTRIGGER BALANCE™ is independent subscription software for strategic cash flow modeling. Run scenario simulations, generate 90-day rolling forecasts, and produce reports for buyers, brokers, and valuation platforms. Every tier connects to OUTRIGGER HORIZON™ for valuation. Free tier available with cash dashboard and limited forecasting.
In outrigger canoe design, the ama is the stabilizing float that prevents the vessel from capsizing in turbulent waters. A crew that knows exactly how much fuel they have can push harder. A crew flying blind holds back. OUTRIGGER BALANCE™ gives you the visibility to push forward with confidence.
Free tier available with cash dashboard and limited 90-day forecasting. No credit card required.
“Keep your cash flow steady and strong.”
You cannot make strategic decisions on a bank balance alone.
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A bank balance tells you where you are. Not where you are going.
OUTRIGGER BALANCE™ models your cash trajectory 90 days forward based on your real data. See exactly what happens before a situation becomes a crisis.
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Every strategic decision deserves a scenario model first.
Should you hire now or wait? Can you afford that marketing push? What if that deal slips 60 days? Run the scenario in OUTRIGGER BALANCE™ and see the cash impact before you spend a dollar.
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Buyers, brokers, and valuations all need the same financial picture.
The reports you generate in OUTRIGGER BALANCE™ are formatted for business brokers, buyers in due diligence, and OUTRIGGER HORIZON™ for valuation. One platform, multiple uses.
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Strategy without numbers is just opinion.
When your team, your CPA, or your advisor needs to see the financial picture, OUTRIGGER BALANCE™ generates a clean, current report on demand. No scrambling. No outdated spreadsheets.
“The ama is what keeps the canoe upright when conditions change. Without it, the hull capsizes. Without real cash flow visibility, the business capsizes the same way.”
Your subscription. Set up once, use ongoing.
OUTRIGGER BALANCE™ is an independent subscription. It is not bundled with any OUTRIGGER program or consulting engagement. You set it up directly, choose your tier, and pay separately. OUTRIGGER advisors can work alongside you inside your account when you grant them access, and that access can be revoked at any time.
Sign up directly. Start on the STARTER SAIL free tier. No credit card required.
Upload a CSV on the free tier, or connect QuickBooks and your bank accounts for automatic syncing on paid tiers.
Your 90-day rolling cash flow forecast appears automatically. Model scenarios and set alerts.
Your account and data stay on your subscription, independent of any OUTRIGGER engagement, for as long as you remain subscribed.
If you work with OUTRIGGER NAVIGATOR or OPS, you grant OUTRIGGER access from within your account. Access is revoked when you choose. Your data stays in your account.
Everything your business needs to stay financially clear.
Real time cash flow tracking
Live monitoring of income, expenses, burn rate, and liquidity. Visual dashboards with trend charts updated continuously as new data comes in.
90-day rolling forecasts
Predictive cash flow projections based on your historical data and upcoming obligations. Updated automatically. Always current, never manual.
What-if scenario simulator
Model the cash flow impact of any decision before making it. New hire, marketing spend, delayed payment. See the impact instantly before you commit.
Smart runway alerts
Threshold alerts for runway risk, burn rate spikes, and overdue payments. Get notified before a problem becomes a crisis, not after.
Reports built for brokers, buyers, and valuations
Export reports formatted for business brokers, buyers in due diligence, and OUTRIGGER HORIZON™ for valuation. The same data your advisors need, always current and on demand.
The doorway to OUTRIGGER HORIZON™
Every OUTRIGGER BALANCE™ tier connects to OUTRIGGER HORIZON™, and it is the only way in. A valuation runs on your financials, and this is where they live. Your financial data links to OUTRIGGER HORIZON™ if and when you want to get and track your business valuation with our proprietary model.
Run any scenario. See the cash impact before you commit.
Every strategic decision has a cash consequence. OUTRIGGER BALANCE™ lets you model any scenario against your real financial data, including hiring, marketing spend, delayed revenue, and major purchases, and see the impact instantly, without touching a spreadsheet or spending a dollar.
Built for anyone who needs financial clarity to make confident decisions.
Know your runway. Prove your traction.
Model every major hire and marketing spend before committing. Show investors a 90-day forward view that backs up your growth story with real financial data.
Run your business. Not your spreadsheets.
Replace the manual cash flow model with a live, always current system. Make confident decisions about growth and exit preparation backed by real time data.
Show clients what is bleeding cash before listing.
Give every seller a clear financial picture before they go to market. Co-branded exports and buyer ready reporting on ADMIRAL SUITE.
Bring financial clarity to every transaction.
Run scenarios with clients before and during a deal. Export due diligence ready reports on demand. ADMIRAL SUITE supports OUTRIGGER HORIZON™ integration for up to 5 client businesses, with cash flow and valuation data always in sync.
See all your clients in one place.
ADMIRAL SUITE supports up to 5 businesses in one account. Give every client a live cash picture, generate reports on demand, and deliver forward looking visibility alongside your traditional advisory work.
Walk into due diligence ready.
Clean, organized, forward looking financials should always be current, not assembled under buyer pressure. OUTRIGGER BALANCE™ keeps them ready at all times.
Start free. Upgrade when you are ready.
Every tier is an independent subscription. OUTRIGGER BALANCE™ is not included in any consulting program. It is your tool, on your subscription, set up once and used ongoing. Every tier connects to OUTRIGGER HORIZON™ for valuation: a valuation runs on your financials, and OUTRIGGER BALANCE™ is where they live. All subscriptions are billed in advance and are non-refundable. Cancel anytime; your access continues through the end of the current billing period.
- 12 months historical data via CSV upload
- Core cash flow dashboard
- Basic trend charts and visualization
- 2 scenario simulations per month
- PDF exports
- OUTRIGGER HORIZON™ connection
- QuickBooks and bank account connections
- 90-day rolling forecasts
- Scenario modeling assistant
- Smart runway alerts
- Everything in STARTER SAIL
- Unlimited historical data
- QuickBooks and bank account connections
- 90-day rolling forecasts
- Full scenario modeling assistant
- 25 scenario simulations per month
- Smart runway and burn rate alerts
- API integrations and exports
- OUTRIGGER HORIZON™ integration
- Everything in COMPASS PRO
- Up to 5 businesses in one account
- 100 scenario simulations per month
- OUTRIGGER HORIZON™ integration for up to 5 businesses
- Additional businesses available for a per-business monthly or annual fee
- Assessment results and scores in each business dashboard
- Broker ready export package
- Co-branded exports: your firm’s brand alongside OUTRIGGER
Common questions about OUTRIGGER BALANCE™.
What is OUTRIGGER BALANCE™?
OUTRIGGER BALANCE™ is strategic cash flow software for business owners, brokers, M&A advisors, and CPAs. It models financial decisions before they happen, generates 90-day rolling cash flow forecasts, and produces reports formatted for buyers, business brokers, and valuation platforms.
How is OUTRIGGER BALANCE™ different from accounting software like QuickBooks?
Accounting software records what already happened. OUTRIGGER BALANCE™ projects what will happen in the next 90 days based on your real data, and lets you run scenario models to see the cash impact of any decision before you commit. They complement each other.
Is OUTRIGGER BALANCE™ included with an OUTRIGGER engagement?
No. OUTRIGGER BALANCE™ is an independent subscription. You set it up directly, choose your tier, and pay separately. OUTRIGGER advisors can access your account if you grant them access during an engagement, and that access can be revoked at any time.
Does the free tier require a credit card?
No. The STARTER SAIL free tier requires no credit card. It includes the cash dashboard and limited 90-day forecasting with up to 12 months of historical data via CSV upload. Automatic QuickBooks and bank account syncing are included on paid tiers.
Can OUTRIGGER BALANCE™ work with OUTRIGGER HORIZON™ for valuation?
Yes. Every OUTRIGGER BALANCE™ tier connects to OUTRIGGER HORIZON™, and it is the only way to use OUTRIGGER HORIZON™. A valuation runs on your financials, so they need to live in OUTRIGGER BALANCE™ first. Your financial data lives in OUTRIGGER BALANCE™ and links to OUTRIGGER HORIZON™ if and when you want to get and track your business valuation with our proprietary model. Both products are independent subscriptions.
What is the refund policy?
All subscriptions are billed in advance and are non-refundable. You can cancel anytime from your account, and your access continues through the end of the current billing period with no further charges. Because OUTRIGGER BALANCE™ delivers its value immediately upon access, payment disputes and chargebacks result in immediate account suspension pending review.
Who is OUTRIGGER BALANCE™ built for?
Funded startups, small and mid-size business owners, business owners planning to exit, business brokers, M&A advisors, and CPAs or financial advisors. The ADMIRAL SUITE tier supports up to 5 businesses in one account, making it especially useful for multi-client advisors.
Model the decision first. Then make the move.
Start free. Connect your data. Run your first scenario in minutes. See exactly what your cash can do before you commit to anything, and when you are ready for a valuation, your financials are already where OUTRIGGER HORIZON™ needs them.
Independent subscription. Set up once, use ongoing.