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FEATURES

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Discover how sherloc can empower your business. Our platform is packed with carefully designed features - each created to deliver real value for ambitious UK small businesses. It has been specifically built to help you make smarter decisions, faster. Explore the features below and see how sherloc can unlock new opportunities, mitigate risks, and drive your business
towards success.

VALIDATION OF MANAGEMENT ACCOUNTS

FUNCTION: Seamlessly integrate management accounts from Xero (live Oct 2024) or upload Excel-based accounts without reformatting - thanks to AI data mapping that adapts to your terminology.

VALUE: Quickly identify and correct formula or data entry errors (e.g., text/number mix-ups) without needing to reformat for forecasting or scenario modelling. Simply anchor dates and line items for trusted management accounts, ready for immediate use and future planning.

FORECASTING, PLANNING & ANALYSIS

FUNCTION: Enable facilitated modelling with auto-generated performance ratios and your custom tables that integrate non-financial data (e.g., headcount, warehousing). Access industry-specific ratios, predefined formulas, and natural language forecasting to easily create assumptions. Educational content and nudges improve performance management.

VALUE: Graphically compare KPIs (e.g., EBITDA, Cash at Bank, YTD revenue) over time for best/worst-case scenarios. Run unlimited scenarios with your own and industry data. Fast self-onboarding without the need for consultants.

MARKET INSIGHTS (MARKET DATA)

FUNCTION: Provides macroeconomic insights and forecasts for the UK - including inflation, interest rates, manufacturing PMI, and more.

VALUE: Improve planning with access to forecasts of key economic metrics that may affect your business or your customers.

COMMODITIES AND FUTURES

FUNCTION: Provides intelligence on raw material prices and market trends.

VALUE: Stay informed about raw materials and utilities critical to your business.

CONTAINER SHIPPING

Provides insights into shipping container pricing.

Stay informed about pricing fluctuations.

IMPORTANT NEWS

Delivers a contextual newsfeed with AI-driven tagging.

Filters out noise to show only relevant news.

FOREIGN EXCHANGE

Provides daily spot rates for international currencies.

Stay updated on exchange rates important to your business.

COMING IN 2025

Additional legal entities and users with the ability to set different access levels

Use your own data to compare and contrast across providers and solutions

Alerts and notifications linked to real-world events that could impact your business

Increasing access to providers of SME-specialist products and services via our unbiased marketplace, including: invoice factoring, insurance. logistics and financial advisory.

Global market data for G7 and other countries

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