Planning & Analysis,
Automated.
Forecasting, budgeting and management reporting — updated from the ledger, with the assumptions still yours
The forecast is out of date before it's reviewed.
- —The model gets rebuilt every cycle, then reconciled back to the ledger by hand.
- —Assumptions live in one person's spreadsheet, and only they know what changed.
- —Headcount and hiring decisions reach the payroll forecast late, if at all.
- —Forecast versus actual is a separate exercise, done after the numbers matter.
Same judgement. Fewer rebuilds.
Recurring planning work automated, with the assumptions and decisions left with finance.
From historical cash movements to a rolling cash flow forecast.
Bank balances, receivables, payables, payroll and recurring commitments feed a rolling forecast, while finance retains control over assumptions, scenarios and funding decisions.
Read the case studyFrom headcount plan to payroll forecast.
Current employees, planned hires, salary changes, bonuses and employer costs connect into one payroll forecast that updates when the workforce plan changes.
Read the case studyAn agent that works across your systems.
Pat retrieves account and transaction information, prepares routine schedules and follow-ups, and stops when the decision belongs to a person.
Read the case studyConnect the source data. Build in the planning logic.
The forecast updates as the numbers move — the assumptions, scenarios and decisions stay with your team.