How Adlega works: the end-to-end flow

Updated July 18, 2026

Adlega follows a simple loop: describe your business, refine the assumptions, read the outputs, test scenarios. Here is the whole journey.

1. Create a workspace and a model

After you sign up, you create a workspace (your team or organization) and your first model inside it. A model is one complete financial plan. You can keep several models in a workspace to compare products or fundraising scenarios.

2. Describe your business

Tell the AI CFO about your business in plain English. It reads your description and seeds the model with sensible starting assumptions drawn from industry benchmarks, so the model feels “already built — you just correct what’s wrong” rather than starting from a blank sheet. You can also skip this and enter everything manually.

3. Set your assumptions

Assumptions are the inputs you control, grouped into sections:

Revenue — pricing plans, add-ons, trial conversion, professional services
Customer acquisition — traffic, paid ads, channels, email, growth
People — your headcount plan, salaries and benefits
Expenses — hosting, tools, payment processing
Tax, debt and fundraising — tax rate, loans, funding rounds
Historical data — optional past actuals to anchor the forecast

You edit these directly, or ask the AI CFO to adjust them for you.

4. Read your forecast

As you edit, the outputs recalculate in real time. You get:

A Dashboard of headline KPIs (MRR, ARR, customers, churn, LTV, CAC, runway and more)
An MRR forecast month by month
An Operating Model with the full P&L, cash flow and balance sheet
A Metrics view with detailed unit economics

5. Test scenarios

Use what-if mode to try a change without committing it — lower churn, more ad spend, a new pricing tier — and see the effect on MRR, cash and runway side by side with your baseline. Apply the scenario if you like it, or discard it.

Present the forecast to investors or your team, and export the full 36-month model to CSV when you need it in a spreadsheet or a deck.

Every step is connected. Change one assumption and every downstream number updates — that is the whole point of a model over a static spreadsheet.

Next: How your model is structured.