Plan and re-forecast with confidence

Budget & Forecasting

Build annual budgets, rolling forecasts, and re-forecasts in a single connected model. Excel-compatible formulas, multi-dimensional planning, and real-time collaboration — without the spreadsheet chaos.

Capabilities

Everything you need for budget & forecasting

Excel-compatible formulas

Write the formulas you already know — SUM, IF, VLOOKUP — with dimension-aware extensions that automatically slice by department, entity, and period.

Multi-dimensional planning

Plan across departments, entities, scenarios, and time periods in a single model. No more copying tabs or maintaining parallel workbooks.

Rolling forecasts

Shift from static annual budgets to continuous rolling forecasts. Extend your planning horizon automatically as each period closes.

Budget vs Actuals

Pull actuals from your accounting system and compare against budget in real time. Variance highlighting shows you where to focus attention.

Collaborative budgeting

Assign budget owners, collect inputs from department heads, and consolidate automatically. Everyone works in the same model — no more email chains.

From weeks to hours

What used to take weeks of spreadsheet wrangling now takes hours. Template-driven setup, automated consolidation, and one-click reporting.

Feature checklist

What's included

Annual and rolling budget templates
Department-level budget ownership
Automated consolidation across entities
Budget vs Actual with variance analysis
Top-down and bottom-up planning
Version control with full audit trail
Excel and CSV import/export
One-click board pack generation
We went from spending 3 weeks on budget season to less than 3 days. The formula engine is genuinely as flexible as a spreadsheet but without the chaos.

Sarah Mitchell

VP Finance, TechScale Ltd

Build your first budget in under 30 minutes

No credit card required. Set up in minutes. 30-day money-back guarantee.