Intelligent Forecasting. Continuous Analysis.
Adaptive forecasting, automated variance analysis, driver-based planning, and scenario modeling — powered by 16 budgeting & forecasting playbooks.
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The FP&A bottleneck
Manual spreadsheet forecasts
Hours building and maintaining models that break when assumptions change.
Slow variance explanations
Days spent investigating budget vs. actual gaps and writing commentary.
Static models
Plans go stale because updating them requires too much manual effort.
Disconnected drivers
Financial projections don't connect to operational KPIs.
Forecasts that update with your business
Rolling 12-18 month forecasts with driver-based models, seasonality detection, and continuous accuracy tracking.
Revenue Forecasting
36 months of history with seasonality indices and confidence intervals.
Rolling 12-18 Month Forecasts
Automatic updates as actuals post to NetSuite — always forward-looking.
Driver-Based Models
Connect financial projections to operational KPIs: ARR, MRR, churn rate, win rate, headcount, average salary.
MAPE Tracking
Continuous forecast accuracy measurement for improvement over time.
Grounded in playbooks: Revenue Forecasting Tool, Rolling Forecast Generator (Budget), Rolling Forecast Generator (Performance)
Root cause in seconds, not days
Automated budget variance analysis with root cause identification, controllable vs. uncontrollable classification, and auto-generated commentary.
Materiality Thresholds
>25% or >$100K = critical. Automatically prioritize the variances that matter.
Root Cause Identification
Volume, rate, and mix decomposition to pinpoint variance drivers.
Controllable vs. Uncontrollable
Classification to separate management actions from market forces.
Auto-Generated Narratives
Variance commentary ready for management reporting — edit only if needed.
Expense Budget Analysis
By category, department, and vendor with trend comparison.
Goal Attainment Tracking
Performance vs. target scoring across all budget line items.
Grounded in playbooks: Budget vs Actual Variance Analyzer, Budget Variance Diagnostic Tool, Budget Commentary Writer, Expense Budget Analyzer
Connect plans to reality
Link financial projections to the operational drivers that actually move the numbers.
Operational KPI Linkage
Connect forecasts to ARR, MRR, churn rate, win rate, and new customer acquisition.
Cost Allocation Modeling
Overhead distribution and activity-based costing across departments.
Product Line Profitability
Margin analysis and portfolio optimization across product lines.
Headcount Planning
Compensation modeling and workforce capacity analysis.
Department Scorecards
Performance scorecards with productivity metrics and benchmarks.
Industry Benchmarking
Peer group comparison with industry benchmark analysis.
Grounded in playbooks: Cost Allocation Modeler, Product Line Profitability Analyzer, Headcount Planning Tool, Department Performance Scorecard, Benchmark Comparison Tool
Model any scenario
Bear/base/bull cases with sensitivity analysis and breakeven thresholds — updated automatically as actuals post.
Multi-Scenario Models
Best, base, and worst case scenarios with distinct assumptions.
Sensitivity Analysis
-20% to +20% across revenue, costs, and headcount variables.
Risk-Weighted Projections
Combine probability with impact for realistic weighted outcomes.
Breakeven Calculation
Contribution margin analysis with precise breakeven thresholds.
What-If Modeling
Variable isolation with impact propagation through the entire model.
Rolling Forecast Updates
Continuously re-forecast as actuals land, with variance tracking against prior projections.
Grounded in playbooks: Scenario Modeling Assistant, What-If Scenario Modeler, Break-Even Analysis Tool
Analysis that tells the full story
Interactive workbooks that combine narrative, Python analysis, SuiteQL queries, and visualizations — purpose-built for FP&A workflows.
Monthly Variance Pack
Automated budget vs. actual with commentary, waterfall charts, and drill-down capability.
Rolling Forecast Update
Actuals + reforecast in a single document with methodology notes.
Board Prep Workbook
Executive summary, key metrics, variance analysis, and strategic outlook in one shareable document.
Ad-Hoc Analysis
Quick one-off analysis combining SQL queries with Python calculations and visualizations.
Built for modern FP&A
16 forecasting playbooks
Rolling forecasts, scenario models, variance analysis, and driver-based planning.
Automated variance commentary
Root cause identification with volume/rate/mix decomposition.
Driver-based models
Connect financial projections to ARR, MRR, churn, headcount, and more.
Interactive workbooks
Analysis that combines narrative, code, and visualizations in one surface.