Financial Planning and Analysis
AI Finance Team
Budgets, forecasts, and variance analysis your CFO will trust
Your AI FP&A team builds and maintains the rolling forecast, the annual operating plan, and the variance commentary your board reads every month.,Reads actuals from your accounting system, layers on driver-based assumptions, and produces forecasts that hold up to scrutiny.,Variance commentary written in plain English — not "expenses were higher" but "marketing overshot by $34K because the conference budget shifted from Q2 to Q1; structural run-rate unchanged".
Benefits
How It Works
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- Step 5:
At a Glance
- 18mo
- Rolling forecast horizon
- Monthly
- Refresh cadence built in
- 95%+
- Forecast accuracy on top-line drivers
- 0
- Manual spreadsheet stitching required
Driver-Based, Not Line-Based
Most FP&A is line-item-based: copy last year, add 5%. That breaks the moment the business changes. Driver-based planning ties every line to an operational reality — quota, headcount, churn, AOV. When operations change, the plan updates automatically. When it does not match actuals, you know which driver to question.
FAQ
How does it handle headcount planning?
Headcount roster is the input; salary, benefits, taxes, and ramp roll up automatically. Hiring delays cascade through the model in real time.
Can it model SaaS metrics (MRR, churn, LTV)?
Yes. SaaS, e-commerce, marketplace, and services models supported out of the box.
How accurate are forecasts?
Top-line accuracy typically 95%+ at one quarter out, 85%+ at four quarters out — when drivers are wired correctly.
Can the board view live?
Yes. Dashboards are shareable and refresh automatically. No more sending PDFs that go stale.