Lucro FinançasClarity on the present, so you can act now.
Fractional CFO advisory and LucroVista, a finance platform from bank statement to forecast, built on the ClearVista approach.
A 30-minute call on how the ClearVista approach can ease your finance pains.
How this month is going
| To date | vs target | |
|---|---|---|
| Revenue | €17,700 | +4% |
| Gross margin | 57% | −1 pt |
| Operating costs | €8,800 | 2% under |
| Cash today | €41,200 | +6% |
| Collected from customers | €13,500 | −3% |
| Runway | 14 months | +2 months |
Revenue on pace for €27,500 this month · target €26,400
ClearVista: operating and financial clarity, at your fingertips.
A view of where your business stands now, and where it can improve. Delivered two ways, together or on their own.
Now, not last quarter.
Numbers current enough to act on.
Operations and finance together.
Sales, margins and cash, and the processes behind them.
Always a next step.
Every review ends with what to improve, not just a report.
LucroVista, every day.
From bank statement to forecast: statements, revenue and KPI trends, the month's written review and cash, every number tied to the bank.
LucroVista: literally, profit view. Enjoy the view.
How it works →Our team, when you start and when you need a person.
Every setup includes time with us on how your finance runs; fractional CFO advisory after that if you want it.
Getting started →CFO advisory →The full picture in days, not months.
Most small companies wait a month or more, sometimes until the annual accounts, to see how a month went, with the documents scattered in the meantime. LucroVista files every receipt, invoice and statement as it arrives and ties the month to the bank as soon as the statements are in: the statements, the note and the document behind every number, as soon as the data arrives.
| Usually | With LucroVista | |
|---|---|---|
| When you see your numbers | A month or more later | Daily with connected systems; days after month-end from statements |
| Documents | Drawers, inboxes, a shoebox at year end | Filed as they arrive, linked to each entry |
| What you get | Annual accounts, long after the month | Balance sheet, P&L, cash flow and a narrative describing the drivers behind your business's performance |
| What's next | A guess | Starts with what's known. You add what's possible. Then an honest check keeps you on track. |
Three steps. You do the first one.
Send it in with a tap, or connect it
Photograph a receipt or document with your phone's camera, send it on WhatsApp, forward an invoice by email, or upload it in the web app. Statements drop straight in. If your till or online store has an API, LucroVista connects to it and pulls new data in every day, so your numbers are hours old, not weeks.
Let it clear
Every day, everything new is matched to the bank and posted. Anything that needs your judgment comes back as a short list of questions — what is this for? how was this paid? — each with the likely answer ready.
Your month, delivered
- Your month in a paragraph — what drove revenue, what moved costs, where the cash went.
- Click through to the answer — balance sheet, P&L and cash flow, with the entries behind every number.
- Your numbers, visualized — the measures that matter for your business, each with a target we set with you.
AI does the work. The bank checks it.
LucroVista is AI-native: AI takes the manual work out of your financial operations, and every number it produces has to match your bank to the cent.
Reads everything.
Every receipt, invoice, statement and contract, in any format, the moment it arrives.
Sorts and matches.
Each payment is matched to its document and put in the right place in your books.
Finds what's missing.
A payment without a receipt is flagged, and, when you ask, your connected mailbox is searched for it.
Writes your summary.
How the month went, in plain language.
Asks only when it's unsure.
Anything it can't confirm becomes one short question, with the likely answer filled in.
One service for the whole back office.
Receipts, invoices, contracts, the books, reporting and forecasting usually mean a stack of tools and someone to keep them talking to each other. LucroVista does the whole job in one place, and we look after it.
| The job | With LucroVista |
|---|---|
| Receipts | Captured by phone or email, read and filed |
| Invoices | Read, matched to the bank, linked to their entry |
| Contracts | Read once; revenue and deferred revenue follow |
| The books | Kept for you, in your accountant's own chart |
| Reporting | Statements, KPIs and charts every month |
| Forecast | Built from your own numbers |
| Connections and fixes | Maintained by us |
Set up by answering a few questions, and it adapts as you grow: new revenue streams, new companies, new currencies. Your time goes to your business.
What you get
Every number ties to the bank, to the cent.
Every bank account ties to its statement. Anything a document leaves open is listed as a named assumption — what it is, how big, what would change it. Everything is visible.
You're also the finance department.
Know if August was good, where the cash went, and how much you've spent on your own card for the business.
For founders & operators →Monthly reporting for your clients, from the team you already have.
Bank reconciled before you look, receipts attached to the entries, assumptions written down. Your client invites you to one of their seats.
For accountants →Clear the view. Let's get you there.
Tell us about your company. On a short call we look at how the ClearVista approach can ease your finance pains, and you choose how to get started.
A 30-minute call on how the ClearVista approach can ease your finance pains.