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Liquidity planning for the mid-market.

Practical guides to 13-week planning, bank mirror, guarantee overview and financial status — written for finance leaders and CFOs.

Guide

Cash flow forecasting: a practical guide

The complete guide: methods, horizons, a step-by-step build, and spreadsheet vs. software.

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Guide

13-week cash flow forecast: guide + Excel template

Build it step by step: data sources, sample table, rolling roll-forward.

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Guide

Guarantee overview: exposure under control

Guarantees by type, total exposure and deadlines — what matters in the mid-market.

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Guide

Bank guarantees: how they work and what they cost

Types, commission, the guarantee facility and how exposure is treated in the accounts.

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Guide

Bank mirror: accounts, balances and lines at a glance

Why the bank mirror is the basis of any reliable liquidity view.

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Guide

Financial status for the bank: what really belongs in it

A bank-ready financial status — structure, metrics and common mistakes.

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Guide

13-month liquidity planning: the mid-term view

Rolling planning, 13 weeks vs. 13 months, plan-versus-actual for the bank.

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Guide

Cut DSO & DPO: working capital as a lever

Cash conversion cycle, receivables and payables as a liquidity lever.

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Calculation

How to calculate DSO: formula, example and pitfalls

The formula step by step, DPO and DIO by the same logic — plus the errors that distort the figure.

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Guide

Liquidity ratios: current, quick and cash ratio

All three with formula and worked example — and the reason a reporting-date ratio misses a shortfall.

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Guide

How to calculate cash flow: definition, types, formula

The three types, the direct and indirect method — and why profit, cash flow and liquidity differ.

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Guide

Cash flow shortage: spot it, bridge it, avoid it

The early-warning indicators, the levers that work in the critical week, and how to stop it recurring.

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Guide

The open items list: the foundation of cash forecasting

Receivable and payable open items, the export that matters, and how they become a 13-week plan.

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Guide

Rolling cash forecast: the outlook that travels with you

How the window rolls forward each week, and why plan versus actual surfaces variances early.

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Free

Excel template: 13-week cash flow forecast

Weekly grid, cash in/out, low-point alert — ready to use.

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