Budget Planning & Forecasting
Create accurate, actionable plans with automated data pulls and input consolidation.
Get your ERP, HRIS, and CRM data all at once.
Keep your forecast updated with the latest actuals.
Auto-sync
Schedule automatic data pulls for transactions, headcount, and more.
Easy account mapping
Create custom mappings that fit your needs, whether it's management or board-level views.
Self manage
Easily connect and monitor the status of your integrations.
Simplify your model without losing flexibility.
Easily combine data from your systems to calculate your metrics. Customize formulas specific to the models you choose.
Get everyone on the same page.
Eliminate endless emails by getting inputs directly into your model. Set up page filters to display exactly what your department leader needs to see.
Iterate on the spot with live updates and conversations.
Budget more accurately and avoid version issues with multiplayer editing and threaded conversations all in one place.
Multiplayer editing
No more version issues. No more asking if it's your turn to go into the model.
Comments and @-mentions
Collaborate with others all in one place, and with all the context.
Email/Slack notifications
Never miss an update: know when it's your turn to take action.
Automate budget vs actuals.
Easily build and automate reports for each budget owner so they can answer their own questions and proactively suggest ways to improve business performance.
Filter by any dimension and any time period.
Use granular page permissions.
Make views for relevant stakeholders.
Compare any of your models.
Filter by any dimension and any time period.
Use granular page permissions.
Make views for relevant stakeholders.
Compare any of your models.
