Service · Budgets & FP&A
The planning function delivered: budgets built and versioned, rolling forecasts that update as periods close, dashboards on governed metrics, and variance ready for the board and your investors — on the same live books the close runs on.
Early access — onboarding a limited number of PE-backed companies.
Your Excel budget imports as-is — the AI maps the workbook onto the ledger's structure and ties it out, so you don't rebuild the plan to adopt the system.
Rolling forecasts update from actuals as periods close — no manual re-import from the accounting system.
A governed metric layer: define runway, burn, or NRR once, and dashboards, board and investor packs, and covenant certificates all reference the same definition — no three-versions-of-EBITDA problem.
Metric-tile dashboards you customize, plus plain-English questions — "what was churn last quarter?" — answered from governed definitions, not a text-to-SQL guess.
Budget-vs-actual reads straight from the ledger, so your variance is current the moment an entry posts.
Budget and report by reporting entity, department, or project — the same dimensions your ledger carries.
Set the budget once — by entity, department, or project — on the same structure as your ledger.
As entries post and periods close, budget-vs-actual and forecasts update from the live books.
You read variance and forecast off the ledger, not a spreadsheet that lags a month.
We set up your budgets and forecasts on the ledger's own structure, so variance is always current.
Early access — onboarding a limited number of PE-backed companies.