The budget that explains every number.
No black box: every value is born from your history, shows its own reasoning and stays alive all year — from the AI draft to the rolling forecast.
Four months of spreadsheets for a number nobody trusts.
Versions by e-mail, assumptions without an owner, a December scramble — and by February the budget is already stale. Here the order flips: AI delivers a grounded draft in hours, and leadership spends the time discussing the business, not the spreadsheet.
Every stage with an owner, a deadline and a record.
“The 2027 budget was out in an afternoon. For the first time the board discussed assumptions — not spreadsheet formulas.”
The budget doesn’t end in January.
Published? Tracking begins. Actuals land every month, the projection for the rest of the year updates, and assumptions cascade through.
Rolling forecast
The original year stays preserved as the reference; the remaining months’ projection updates at every close. Compare the three curves — no side spreadsheet.
Cascading assumptions
Change one global assumption and every dependent formula recalculates instantly — with a history of who changed it and when. Tap the values above to see.
Native Actual × Budget. Deviation per account, in percent and value, right on the dashboard — nothing to export.
Shared sandbox. Several users simulate together in real time, seeing who edits each line.
Derived formulas. Average ticket = revenue ÷ volume: calculated indicators follow the projection.
Nothing gets lost. Every version, comment and override lands on the budget’s audit trail.
Frequently asked questions.
From your own history: the agent reads 2–3 years of entries from the system you already use — read-only. Every line ships with an explicit assumption and a confidence score.
On any line. The override lands on the audit trail with author, date and justification, and that line’s confidence score reflects the manual adjustment.
The published budget stays preserved as the reference. Actuals land at every close, the rolling forecast re-projects the remaining months, and deviations show per account, in value and percent.
Never. What-if scenarios live in the sandbox, side by side with the official one — promoting one to budget is an explicit decision that goes through the approval workflow.
No. The agent reads the system you already use, never writes to it, and works for any segment. The budget is born from the data you already have.