3-Way Budgeting
& Forecasting
Benefit from seamless planning within a familiar spreadsheet environment. Leverage automatic Balance Sheet and Cash Flow forecasting with our powerful yet flexible 3-Way FP&A feature.
Minimal
Learning
Built for easy use, Reach Reporting eliminates the need for a steep learning curve. With spreadsheet ease of use and cloud-solution power, you can confidently dive into creating impactful budgets and forecasts within minutes.
Integrated
Financials
Effortlessly generate comprehensive financial statements – Profit and Loss, Balance Sheet, and Cash Flow – for a complete view of your company’s financial health. Connected financials allow for enhanced and strategic financial planning and analysis,
Cash Flow
Projections
Automate your liquidity projections from changes made to the Profit & Loss and Balance Sheet statements. Everything you decide to tweak, be it sales/expenses, or a purchase/sale of an asset, or a new bank loan, will automatically reflect on your monthly cash flow and cash balance.
Automated
AR, AP, & Inventory
Plan for Accounts Receivable (AR), Accounts Payable (AP), and Inventory Turnover with our automated calculations. Based on the timing of your payments and collections, forecast your Balance Sheet position without relying on complicated formulas.
Multi-Year
Budgeting
Easily group different annual budgets, creating a comprehensive overview for long-term financial planning. Simplify tracking and adjust multi-year financial strategies, enhancing your ability to make informed decisions based on trends and changes.
Custom Formulas
& Algorithms
Budgets have evolved into a force to be reckoned with. Connect your data and use intuitive drivers with automated projections for each of your accounts. Leverage the prowess of forecasting algorithms or build custom calculations to propel your projections.
Linked
Datasheets
For an even more customized approach or scenario building, use a datasheet and create your own calculations. Incorporate non-financial and operational data into your planning, enabling a more comprehensive analysis.
Variance & Trend
Visualization
With actuals vs budget/forecast data type, you can easily create strategic FP&A visuals and gain insights on deviations from targets as your book month progresses. Compare financial plans against real data and promptly adjust to a rapidly changing business environment.
Progress
Tracking
Set any budget or forecast status to track progress. Set defaults and automatically populate all your dashboards and reports with the newest targets. You can also leave comments to track your planning logic and decisions. Help others working on the budget understand the reasoning behind assumptions made.
Planning
Made Simple
Complete in minutes what can take weeks or months in other software. Our FP&A tool is powerful yet easy to use and implement. Gain comprehensive insights and foresights with automated cash flow and key performance indicator (KPI) projections. Simple planning is possible.