Stop Drowning in Spreadsheets.
The Old Way
- ●Manual Data Entry & VLOOKUP Errors
- ●Broken Formulas & Version Control Chaos
- ●Hours Wasted On Manual Report Formatting
The New Way
- ●Automated Sync From Xero And CSV
- ●Reliable, Driver-Based Forecasting
- ●One-Click Export To Board-Ready PDFs
Why Choose Our Platform
Unlock the potential of data-driven financial management
Automate in Minutes, Not Days
Stop wasting time on manual data entry and broken formulas. Our platform automates your entire FP&A workflow from data syncing to report generation so you can close your books faster and focus on strategic insights, not tedious tasks.
Intuitive for Finance Teams
We're built for finance professionals who love the power of spreadsheets but hate the manual work. Our interface is intuitive and familiar, with features like bulk editing and spreadsheet-like assumption planning, so you can get started instantly with minimal training.
Reports That Tell a Story
Our platform automatically generates professional P&L, Balance Sheet, and Cash Flow statements. With built-in variance analysis and one-click PDF exports, you can deliver clear, insightful reports that your stakeholders will actually understand.
Everything You Need for Strategic Finance
Make decisions with confidence
Faster than spreadsheets. Automate your month-end close and generate board-ready reports in minutes, not days.
Hours saved per month. Our platform is designed to empower your finance team with the tools you need to focus on strategy, not manual data entry.
Benefits
Who Can Use FP&A
Our platform is designed for strategic minds, shaping the future of their company
Finance Managers & Analysts
You’re the expert crunching the numbers, building the models, and keeping the business on track. You live in spreadsheets but know there’s a better way.
- ●Automate Your Month-End Close To Save Dozens Of Hours.
- ●Build Driver-Based Forecasts That Are Fast, Flexible, And Reliable.
- ●Deliver Clear, Board-Ready Reports With One-Click Exports.
Founders & SMEs
You’re steering the ship and making critical decisions based on your financial outlook. You need clear visibility without getting lost in complex formulas.
- ●Understand Your Cash Runway And Burn Rate At A Glance.
- ●Easily Model The Financial Impact Of Key Decisions, Like New Hires.
- ●Present Professional, Data-Backed Plans To Investors And Your Board.
Accounting Firms & CFOs
You manage the financial health of multiple clients and need efficient, scalable tools to deliver high-value strategic advice.
- ●Manage Multiple Client Organisations From A Single, Secure Platform.
- ●Standardise Your Forecasting And Reporting Process Across All Clients.
- ●Move Beyond Compliance To Offer High-Margin Advisory And FP&A Services.
Three Simple Steps to Financial Clarity
Simple, automated, and powerful. Transform your financial planning process in just a few steps.
Securely link your Xero account for a live, automated data feed, or upload your financials with our smart CSV template. Say goodbye to manual data entry forever.
Use our intuitive, spreadsheet-like interface to set your key business drivers—from revenue growth to new hires. Bulk-edit entire rows to model different scenarios in seconds.
Instantly generate your P&L, Balance Sheet, and Cash Flow statements. Analyse variances with our 'Actual vs. Forecast' view and export board-ready PDF reports with a single click.
