Planning & Forecasting
Quickly plan and forecast across income statement, balance sheet & cash flow.
Request a DemoWorks 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](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/6631691df6b029d6e6840e3f_planning-forecasting-1.png)
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](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/6631691ddadfcfaf5c13df74_planning-forecasting-2.png)
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](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/6631691f90c9744d2289adc8_planning-forecasting-3.png)
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](https://cdn.prod.website-files.com/65b2c61647bdaa30fec5342f/66316920f6b029d6e684105f_planning-forecasting-4.png)
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