What we do

Service · Budgets & FP&A

Budgets that track
the real ledger.

Budgets, forecasts, and KPI rollups that reference your live books — so budget-vs-actual is always current, not a model that drifts out of sync between refreshes.

What you get

Planning on the books.

Live actuals

Referenced, not re-keyed

Budget-vs-actual reads straight from the ledger, so your variance is current the moment an entry posts.

Forecasts

Rolling, on the books

Rolling forecasts update from actuals as periods close — no manual re-import from the accounting system.

KPIs

Metrics off the ledger

Runway, burn, margins, and KPI rollups derive from live books and update as the books do.

Dimensions

By entity and department

Budget and report by reporting entity, department, or project — the same dimensions your ledger carries.

How it works

How it stays current.

01

Build the budget

Set the budget once — by entity, department, or project — on the same structure as your ledger.

02

Actuals flow in

As entries post and periods close, budget-vs-actual and forecasts update from the live books.

03

Variance is always current

You read variance and forecast off the ledger, not a spreadsheet that lags a month.

What changes.

The forecast stops drifting from the actual ledger between refreshes.
Budget-vs-actual is live, not a month-old export.
One source of truth for both the books and the plan.

Plan against
live books.

We set up your budgets and forecasts on the ledger's own structure, so variance is always current.