Transform your FP&A function from spreadsheet chaos to connected planning. Cut your close time by 67%, build accurate forecasts, and give leadership real-time visibility
Start your FP&A transformationAverage close time (vs 15-20 days with spreadsheets)
Time saved on consolidation
Actuals vs plan visibility
Best for large enterprises (200+ users) needing cross-functional planning beyond just Finance — connecting FP&A with S&OP, Supply Chain, and Workforce Planning.
Sweet spot: $500M+ revenue, multi-region, complex consolidation, frequent model changes
Best for mid-market companies (50-500 users) that live in Excel and need familiar interfaces with powerful backend modeling and consolidation.
Sweet spot: $100M-500M revenue, 5-20 entities, Excel power users, tighter budget
Best for companies needing unified CPM — consolidation, planning, reporting, data quality, and financial data management in one platform.
Sweet spot: $200M+ revenue, replacing Hyperion or SAP BPC, complex consolidation rules
Best for Workday HCM customers who want native integration between workforce planning and financials with minimal IT involvement.
Sweet spot: Workday ERP customers, services/SaaS companies, faster time-to-value
Our proven 5-phase framework delivers FP&A platforms in 3-6 months, depending on complexity.
We audit your current FP&A process, interview stakeholders, map data sources (ERP, CRM, HRIS), and design the target solution with mockups and data flow diagrams
Build the platform infrastructure, connect to source systems (SAP, Oracle, NetSuite, Salesforce), set up dimensions (entity, department, product, GL account), and load historical data
Build budgeting models, consolidation logic, driver-based forecasts, reporting dashboards, and workflow approvals. Iterative review with finance team every 2 weeks
Conduct UAT with finance team, fix bugs, train power users and end users, create documentation and quick-reference guides
Launch the platform for the next planning cycle (budget, forecast, or close), provide daily support during first cycle, monitor adoption, and optimize based on feedback
These are the real problems finance leaders bring to us — Excel chaos, slow close cycles, and leadership flying blind
Multi-entity companies manually consolidating in Excel with intercompany eliminations taking a week. We automate consolidation and cut close to 5-7 days.
Finance builds forecasts without input from Sales or Operations. We connect the forecast to pipeline (CRM) and run-rate data for accuracy.
Department managers submit budgets in Excel, finance consolidates manually, 5 rounds of revisions. We build workflow-driven budgeting with version control.
CFO waits until close is done to see actuals. We build dashboards that show actuals vs plan daily with drill-down to GL detail.
Companies reporting in USD but operating in 10 currencies. Manual revaluation and translation. We automate FX translation with daily rate updates.
Just acquired a company with different chart of accounts and ERP. We map their data into your planning platform for consolidated reporting.
We've helped finance teams cut close time, improve forecast accuracy, and give leadership real-time visibility. Let's talk about your FP&A challenges.
Book a Free fp&A assessment.png){kind=small}
.png){kind=small}
.png){kind=small}