BUILT AROUND YOUR BUSINESS

One workspace.
Your business in context.

From the next forecast to the next board meeting. Find the planning workflow, team view, or industry context that fits your next decision.

Use cases

Budgeting & Forecasting

Actuals have arrived. The growth plan has changed. Bring the remaining-year assumptions into view and understand what the new outlook means for profit.

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Scenario Planning

More customers, a larger team, or a different price. See which assumptions create profit before you choose the next move.

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Headcount Planning

A hire is a start date, a loaded cost, and a commitment. Compare the timing of open roles before the people plan becomes a cash decision.

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Revenue Planning

Connect pipeline value, conversion, and sales capacity. Understand the assumptions behind expected bookings before they become a revenue forecast.

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Budget vs Actuals

A variance is the start of the conversation. Separate the contributing costs, check the timing, and decide what belongs in the next forecast.

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Board & Management Reporting

Show performance, the explanation behind it, and the choices that need discussion. Give the meeting a financial narrative people can inspect.

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KPI & Performance Reporting

ARR can beat plan while retention trails it. Keep the metric definition, responsible owner, and next question beside the result.

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Cash Flow & Runway

Compare collections and spending assumptions. See how a change affects both simple runway and the point cash crosses a minimum buffer.

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Supply Chain & S&OP Planning

Demand exceeds capacity. Compare the additional output with its labor cost and inventory commitment before choosing the operating plan.

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Inventory & Cost Planning

A lower inventory target releases working capital. Review where the cover changes and what replenishment needs to support it.

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Teams

CFOs & Finance Leaders

Move from a company outlook to the commitments behind it. See the owner, financial exposure, and missing context for each leadership choice.

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FP&A & Strategic Finance

Reconcile the actuals, challenge changed drivers, and hand leadership an outlook with its open questions attached.

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Founders & CEOs

Growth plans should make sense outside the spreadsheet. Compare the cash commitment first, then challenge the sales ramp needed to justify it.

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Fractional CFOs & Firms

Start with one engagement, one set of definitions, and the decisions the client needs to make. Keep the assumptions behind your advice close to the brief.

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VCs & Portfolio Teams

Help a portfolio company connect growth, burn, and the next capital decision. Start with its definitions, rather than a blended portfolio metric.

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Operations & Supply Chain Teams

An extra shift, a supplier delay, or a change in demand affects more than capacity. Keep the owner and financial question beside the operating assumption.

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Industries

SaaS

Separate acquisition, expansion, and churn. Understand what recurring growth changes—and what still needs to become revenue and cash.

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AI-native Companies

Usage can grow faster than contribution. Connect realized pricing, model mix, and inference cost before deciding what growth can fund.

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Fintech

For payments businesses, volume is only the beginning. Compare customer pricing and processing fees before treating transaction growth as financial upside.

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E-commerce

The same revenue can leave a different contribution. Compare channel mix with product, fulfillment, and acquisition costs before scaling the next campaign.

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