ShipsAt launchWave 2Wave 3Wave 4
Finance in every system

Every system gets a number, a return and a forecast.

On its own, every system tells you what happened and what to do next. Add the Finance system and each one also tells you what it is worth, what it returns, and where it lands — years out, by segment.

A return on every step Forecast by segment Years out, not quarters 5 systems, all financial
What changes

The same campaign, read in money.

Every system already counts its own work. Finance turns the count into something you can decide on.

Without the Finance system
You see activity.
LeadsHow many arrived, and from where.
MeetingsHow many were booked, and by whom.
PipelineHow much was created, at face value.
All true, all countable. None of it says whether the spend earned anything back — or what it will earn next year.
With the Finance system
You see money, forward.
$1.2MSpent this quarter, against the growth target.
$12.5MNew business that lasts — projected still on the books at 24 months.
11 moPayback on the spend, against the 14-month floor.
The same campaign as a financial object. It can be compared, funded, forecast and defended — or stopped.

Illustrative — one worked company, consistent across the site.

One system plus Finance

Each system already works. Finance is what makes it predict.

Every system is complete on its own. Paired with the Finance system, each one gains the same thing — the money underneath its work, and a forward view of it.

Growth system

+ Finance
Which campaigns actually produce revenue.Revenue attribution on every campaign, and a revenue forecast for the segments they bring in.

Customer intelligence

+ Finance
Which customers are profitable, not just large.A return on every lifecycle step, and what each account is projected to be worth by the end of it.

Command system

+ Finance
A target with real money underneath it.The growth target becomes a number the whole company is forecast against, every working day.

Capacity system

+ Finance
Every seat, a return and a payback month.A hire stops being a cost line and becomes the revenue it carries, checked against the cash.

Capital system

+ Finance
What the round actually buys.Money in, new recurring revenue out, and the month your numbers are ready to be read.

Illustrative.

Years out, not quarters

Every segment gets its own forward path.

Financial thinking is not a longer report. It is being able to see, today, where each part of the business ends up — and how far apart those paths really are.

Revenue index · today = 100 · all four lines forecast Enterprise Mid-market SMB Blended 181 152 140 72 Today +1 yr +2 yrs +3 yrs +4 yrs Enterprise SMB Mid-market Blended 181 152 140 72 Today +1 +2 +3 +4

The dashed line is the company most people report. Underneath it, three segments are heading to genuinely different places — and the gap keeps opening. Every account, deal and campaign in Beacon sits on one of these paths, with its own money on it.

How the cuts are built →
Illustrative
What to look at

Money is what makes a priority obvious.

Every system can show you everything it holds. Only the money says which of it is worth an hour of your week.

Segments
Enterprise 4.4×Mid-market 3.9×SMB 2.0×
Return on what each costs to win. Mid-market pays its CAC back in 12 months; SMB takes 19.
Sub-segments
Mid-market inbound120% NRR9-mo payback4% churn
SMB paid-social82% NRR28-mo payback21% churn
The same company, one level down. Opposite economics — and the weaker one is 1,240 of your 2,935 customers.
Events
$95k now$1.8M later
The renewal cohort that starts bending, priced at the month you can still act on it cheaply.
Investors
$30M at ~$41M run-rateMarch 2027~14% dilution
The window your numbers read best in, and what the round costs you in ownership.
The whole point

A list of everything is not a priority. A number against each one is.

Where this page stops. Deciding where the next dollar should go is the Growth system’s call, and it has its own page. This one is about the money being there to decide with. Every dollar compounds →

Where the arguments come from

Teams don’t disagree on strategy. They optimise different numbers.

Ask four teams whether to go harder at SMB and you get four honest answers — because each is measured on something different, and none of the four is measured on money.

One decision, four honest answers 2.0× vs 3.9× mid-market One decision, four answers 2.0× vs 3.9× mid-market
Marketing sees~$4.2kCost to acquire an SMB customer. By far the cheapest thing it can buy.
Sales sees2,600Customers in the segment. More logos than the other two put together.
Customer success sees17%Gross churn. Nearly six times what enterprise does.
Finance sees19 moCAC payback, at a 2.0× return. The slowest money in the company.

Four honest answers, four different measures, and every one of them is a real number. The meeting has nothing to settle it with, because none of the four is money. Price the segment and it becomes one answer: 2.0× back on what it costs to win, against 3.9× in mid-market — illustrative, on one worked company. That 2.0× counts one cost: what it took to win them. Four more decide whether a segment is worth having — what actually makes money, once every cost is counted.

How the plan reaches every team →
What the room talks about instead

The conversation moves up a level.

Whose number is right is settled before anyone sits down — that is what alignment does. Which leaves the meeting free for the three questions that actually decide the year.

Are we on plan, and what moved?
Quarter plan $40.0MClosed $40.1M$100k aheadForecast confidence 91%
Answered before anyone sits down, so the meeting can be about the response instead of the arithmetic.
Which segment is worth more, and by how much?
Lifetime value per $1 spent winning a customerEnterprise $4.40Mid-market $3.90SMB $2.00
Revenue in four years, today’s retention held, today = 100Enterprise 181Mid-market 152SMB 72
Not an opinion any more. What each segment returns today, and where each one lands if nothing changes.
What do we stop doing?
SMB paid-social1,240 accounts82% NRR28-month CAC payback21% gross churn
The question almost nobody gets to. With the economics on the table it stops being a debate and becomes arithmetic.
What this buys

Every system stops reporting. Every system starts predicting.

One money layer under all six systems — so every answer you get comes with what it is worth and where it is heading, not just what happened.

For you
+4 yrs

You steer on where the business ends up, not on where it has been. Every system answers at that altitude.

For your team
3.9×

They can see what their own work returns before they commit it — which customers, which campaigns, which segment.

For your board
91%

One forecast, one confidence reading, and a line from any figure on it back to the event that produced it.

Start with the numbers

Every system, thinking in money.

Connect billing and your revenue is live the same day. The forward view builds from there. Free at any size.