Planning & Forecasting

Quickly plan and forecast across income statement, balance sheet & cash flow.
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Works with Spreadsheets & Web

  • Works with Web-based plans or Existing Spreadsheet Plans
  • Build automated formulas on intelligent Web Plans
  • Leverage native formulas for easy updates
Spreadsheet and web based plans

Controlled Publishing

  • Control when new forecasts are published to your team
  • Audit events created with every interaction
  • Versions automatically created and stored in the repository
Publish, audit and versioning

Ad Hoc Scenario Modeling

  • Quick scenario modeling
  • Save any plan as a new scenario or target to compare to
  • Use existing spreadsheet models for scenarios
Save or set as a new target

Automated Progress Tracking

  • Instant updates to charts, graphs, tables and models
  • Download any updated chart or table
  • Compare any plan, version or scenario to each other
Progress and tracking and downloads

Start Today for Free!

Fully onboard in under an hour
Soc2 Type II certified
Free trial for individual companies and free clients for accounting firms
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