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Product

OVERVIEW

Overview

The better way to budget, forecast, and plan.

Integrations

Sync existing data with just one click.

FEATURES

Planning

Reporting

Dashboarding

Integrations

Collaboration

Integrations

QuickBooks

NetSuite

Sage Intacct

ADP

Paychex

Salesforce

Hubspot

HOW IT WORKS

Product Demo

Click through a self-guided product experience.

Product Tour

Watch the instructional webinar on-demand.

Live Demo

Request a live demo with a sales member.
Solution

USE CASES

Annual Operating Plan

Tie out income, balance sheet, and cash flow statements.

Rolling Forecast

Roll your models forward with just a few clicks.

Scenario Planning

Accelerate your planning and execute scenarios in minutes.

Departmental Budgeting

Foster accountability with seamless team collaboration.

Workforce Planning

Forecast new hires, raises, bonuses, accrued expenses, and more.

KPI and Metric Reporting

Automate and customize KPI reporting in actuals and forecast.

Financial and Management Reporting

Access comprehensive financial insights with our suite of reporting tools.

Cash Forecasting

Maximize profitability, with real-time cash flow and balance sheet forecasting.

INDUSTRIES

Life Sciences

SaaS

Investment Management

CPG/eCommerce

Manufacturing

INTEGRATIONS

QuickBooks

NetSuite

Sage Intacct

ADP

Paychex

Salesforce

Hubspot

Plus 200+ integrations
Customer Stories
Pricing

BY BUSINESS TYPE

Pricing for Businesses

Know exactly where you’re going.

Pricing for Accounting Firms

Master your accounting services.
Accounting Firms

Partner Program

Partner Training

Wholesale Pricing
Resources

RESOURCE CENTER

Finance and FP&A

Metrics Library

Accounting Firms

Product

VAR Application

LEARN

Training for Businesses

Training for Accounting Firms

Blog

FAQs

Product Guides

Help Center

CONNECT

Upcoming Webinars

Events

Sign In
Company

ABOUT

Our Story

Leadership Team

Contact Us

CAREER

Openings

NEWS

Blog

News Coverage

Events

Get a Demo

Product
- Menu / Product
- OVERVIEW
  
  Overview
  
  The better way to budget, forecast, and plan.
  
  Integrations
  
  Sync existing data with just one click.
  
  FEATURES
  
  Planning
  
  Reporting
  
  Dashboarding
  
  Integrations
  
  Collaboration
  
  Integrations
  
  QuickBooks
  
  NetSuite
  
  Sage Intacct
  
  ADP
  
  Paychex
  
  Salesforce
  
  Hubspot
  
  HOW IT WORKS
  
  Product Demo
  
  Click through a self-guided product experience.
  
  Product Tour
  
  Watch the instructional webinar on-demand.
  
  Live Demo
  
  Request a live demo with a sales member.
Solution
- Menu / Solution
- Use cases
  
  Annual Operating Plan
  
  Tie out income, balance sheet, and cash flow statements.
  
  Rolling Forecast
  
  Roll your models forward with just a few clicks.
  
  Scenario Planning
  
  Accelerate your planning and execute scenarios in minutes.
  
  Departmental Budgeting
  
  Foster accountability with seamless team collaboration.
  
  Workforce Planning
  
  Forecast new hires, raises, bonuses, accrued expenses, and more.
  
  KPI and Metric Reporting
  
  Automate and customize KPI reporting in actuals and forecast.
  
  Financial and Management Reporting
  
  Access comprehensive financial insights with our suite of reporting tools.
  
  Cash Forecasting
  
  Maximize profitability, with real-time cash flow and balance sheet forecasting.
  
  INDUSTRIES
  
  Life Sciences
  
  SaaS
  
  Investment Management
  
  CPG/eCommerce
  
  Manufacturing
  
  INTEGRATIONS
  
  Plus 200+ integrations
  
  QuickBooks
  
  NetSuite
  
  Sage Intacct
  
  ADP
  
  Paychex
  
  Salesforce
  
  Hubspot
Customer Stories
Pricing
- Menu / Pricing
- BY BUSINESS TYPE
  
  Pricing for Businesses
  
  Know exactly where you’re going.
  
  Pricing for Accounting Firms
  
  Master your accounting services.
Accounting Firms
- Menu / Accounting Firms
- Partner Program
  
  Partner Training
  
  Wholesale Pricing
Resources
- Menu / Resources
- RESOURCE CENTER
  
  Finance and FP&A
  
  Metrics Library
  
  Accounting Firms
  
  Product
  
  VAR Application
  
  LEARN
  
  Training for Businesses
  
  Training for Accounting Firms
  
  Blog
  
  FAQs
  
  Product Guides
  
  Help Center
  
  CONNECT
  
  Upcoming Webinars
  
  Events
  
  Sign In
Company
- Menu / Company
- ABOUT
  
  Our Story
  
  Leadership Team
  
  Contact Us
  
  CAREER
  
  Career Openings
  
  NEWS
  
  Blog
  
  News Coverage
  
  Events

Get a Demo

Blog

Important SaaS financial metrics: LTV:CAC ratio

Blog

How to maximize the value of your variance report

Blog

OVERVIEW

FEATURES

HOW IT WORKS

Use cases

INDUSTRIES

INTEGRATIONS

BY BUSINESS TYPE

RESOURCE CENTER

LEARN

CONNECT

ABOUT

CAREER

NEWS

Blog

Topics

Format

Blog

Important SaaS financial metrics: LTV:CAC ratio

Blog

How to maximize the value of your variance report

Blog

4 steps to eliminate the FP&A “fear factor”

5 keys to a meaningful variance report

Excel as a CFO with financial reporting tools

Financial forecast methods: time horizon and best ...

How to connect operational data in financial forec...

Budget vs actual: how to do variance analysis

7 cash flow forecasting best practices

QuickBooks forecasting best practices

How founders gain confidence with cash forecasting

Executive summary report: financial reporting best...

Have your financial forecasting models outgrown Ex...