Create a forward 12 month plan based on your company’s historical data

Create a 12 month plan for your business based on your company’s historical data and automatically track your actual performance vs forecasted on a rolling basis.

Try it for free

Create a forward 12 month plan based on your company’s historical data

Create a 12 month plan for your business based on your company’s historical data and automatically track your actual performance vs forecasted on a rolling basis.

Try it for free

Plan your business for the next year and stay on top of your progress

Easily make a financial plan for your business using your company’s past financial performance, and keep track of your budget variance analysis as the year goes on. Use our chart of accounts mapping template to allocate income and expense categories to get a simpler outlook on your company’s future.

Try it for free
Automatically build a 12 month financial plan for your business and keep it up-to-date from your cloud accounting software into Google spreadsheet. Compatible with Xero and QuickBooks. Connect unlimited organizations
Map your income and expense categories in your chart of accounts to your preferred custom categories to get a simpler big picture view of your company.
Breakdown expenses like salary, and allocate them to different categories to distribute them across different departments.
Get a graphical overview and a breakdown of your company’s last 12 months in your custom mapped categories.
Make an AI powered forecast of your next 12 months income and expenses, or customize it to create a plan for your company’s future.
Track your progress by comparing the actual vs forecasted performance of your company, and see whether you are positive or negative on your customized categories.
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Create a forward 12 month plan based on your company’s historical data

Create a 12 month plan for your business based on your company’s historical data and automatically track your actual performance vs forecasted on a rolling basis.