Always-on, driver-based forecasting with live variance alerts — so your CFO knows about a miss before month-end, not after.
The annual budget is locked in December. By February it is already wrong. The planning team spends six weeks every quarter rebuilding a forecast in a spreadsheet that only three people can open without breaking it. Assumptions are buried in tab 19 of a file called "Final_v7_REAL.xlsx".
Variance commentary gets written three weeks after month-end — from memory, not from data. And the CFO's question — "are we going to hit this quarter?" — cannot be answered in real time because the model has not been updated since last cycle.
The Rolling FP&A Forecast Engine replaces all of that with an always-on model that updates automatically from actuals, flags variances in real time, and gives the leadership team three live scenarios at any given moment.
Change one input — revenue per unit, headcount, churn rate — and every downstream number updates instantly. No more rebuilding the model when assumptions shift.
When actuals deviate from plan by more than a defined threshold, an alert fires automatically. No waiting until the monthly review meeting to find out you have a problem.
The forecast window always extends 12 to 18 months forward. As each month closes, the next one opens — so you are never flying blind into the next quarter.
Three live scenarios available at any time. CFO can toggle between them in real time during board meetings without asking anyone to rebuild anything.
The system drafts initial variance commentary based on the data — which your team reviews, edits, and publishes. Structured commentary in a fraction of the time.
Pulls actuals directly from QuickBooks, Xero, NetSuite, or SAP. No CSV exports, no manual reconciliation between the forecast model and the GL.
We will map your current planning process, identify where time is being lost, and show you what a live driver-based model looks like on your own data.
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