Everything you need to master Radley Finance
A complete walkthrough of the app — 35 articles covering the free planning tier and Build It Yourself. Read it end to end, or jump to the part you need.
Getting started
Welcome to Radley Finance
From a blank spreadsheet to a model you can defend — what Radley Finance does, and who it's for.
ReadCreating Your Account
Sign up with email, Google, or Microsoft, then verify and sign in.
ReadSetting Up Your Company Profile
A short onboarding that sets your name, company, industry, and jurisdiction.
ReadChoosing Your Plan
Planning is free forever. Upgrade to Build It Yourself when you need the investor-grade model.
ReadUnderstanding financial models
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What is a Financial Model?
What a financial model is, why investors ask for one, and how Radley builds yours.
ReadChoosing Your Business Model
SaaS, marketplace, hardware, services, or ecommerce — pick the structure that matches how you make money.
ReadPlanning vs Investment Models
Planning vs investment models: what you get for free, and what Build It Yourself unlocks.
ReadWhat Outputs Will You Get?
The in-app views, Excel workbook, deck, memo, and investor-prep tools your model produces.
ReadCreating your first model
Starting a New Model
Purpose, business type, and how to start: guided planning, describe, upload, or the full investment wizard.
ReadImporting Existing Data
Upload a spreadsheet, deck, or PDF — or describe the business in plain language — and review the extracted assumptions.
ReadCompleting the Questionnaire
The four-step planning wizard: business details, market sizing, funding goals, then review.
ReadUnderstanding the Guidance Panel
Info icons, benchmark chips, and the guidance panel that explains each question as you go.
ReadReviewing and Submitting
Review your answers, build the planning model, and decide whether to upgrade.
ReadWorking with your model
The Models Dashboard
Find, search, favourite, rename, and open models from the Models Overview.
ReadViewing Model Details
The tabs on a planning model versus a Build It Yourself investment model.
ReadEditing Your Model
Edit a section, redo the questionnaire, and watch live preview recompute.
ReadModel Versioning & History
Every save is a version. Restore any earlier one from History.
ReadUpgrading to an Investment Model
Carry planning answers into the investment wizard and unlock the full data room.
ReadTracking Actuals with Xero
Connect Xero from Settings. In-model actuals tracking is rolling out.
ReadAI-powered insights
Understanding the Review Report
The Review tab: health score, provenance, benchmark flags, and the formula explorer.
ReadUsing Q&A Prep
Investor questions answered from your model's actual numbers.
ReadRehearsal Mode
Practice defending your numbers against investor-style questions.
ReadThe Model Review Assistant (Ask AI)
Ask AI about your assumptions, outputs, and review findings.
ReadExports and documents
Downloading Your Excel Model
Download the formula-linked workbook — and why unbalanced statements block export.
ReadPresenting Your Model
The investor deck and memo generated from your model.
ReadUsing Reports for Fundraising
How to use the review, Q&A prep, rehearsal, and exports together when you raise.
ReadAccount management
Updating Your Profile
Name, photo, and the details shown on your account.
ReadManaging Company Details
Company name, industry, and jurisdiction used in your models.
ReadBilling & Subscription
Manage Build It Yourself, invoices, and cancellation in Stripe.
ReadDisplay Settings
Switch between light and dark mode.
ReadGetting Support
Email support@radley.tax or book a CPA consult from the app.
ReadSecuring Your Account
Passwords, two-factor authentication, and how we store your data.
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