Fulcrum MVP 1.00
Demo workspaceFY 2026–27 · Jul–Jun

One connected model

See the whole story.

Edit a monthly P&L assumption and Fulcrum immediately updates profit, receivables, payables, weekly cash movement and Balance Sheet cash.

Live Trinity model
Your advisor view

P&L

Expand each P&L category to see its records, or click a monthly value to add, edit or delete records.

Actual   Forecast

Balance Sheet

Receivables and payables are calculated from recognition and cash dates. Cash comes from CFS.

Calculated · not duplicated

CFS

Select any month to expand the weekly cash movement beneath the statement.

Monthly view → weekly detail
Trinity model updated