Builds rolling forecasts from actuals, models multiple scenarios, identifies key drivers, and updates projections continuously—giving you a financial crystal ball that actually works. All on your infrastructure.
"Our annual budget takes 16 weeks to build. 16 weeks. We start in September, and it's not approved until late December. Then in January, we realize the market assumptions are already wrong. In February, we're explaining why we're off-plan. By March, the budget is fiction we're comparing against. We do quarterly re-forecasts, but they take 3 weeks each. So we spend half the year planning and the other half explaining why the plan was wrong. We've tried to do rolling forecasts, but the spreadsheet model is so complex that updating it monthly would be a full-time job. We're not planning—we're doing spreadsheet maintenance."
— VP of FP&A, Tech Company ($200M revenue)
Deploy an AI that builds driver-based models, updates forecasts automatically as actuals come in, runs scenarios on demand, and gives you a living financial plan that evolves with your business.
Forecasts update automatically as actuals flow in. No more monthly rebuild cycles. No more stale projections. Your view of the future is always current.
Models built on the drivers that matter: headcount, pipeline, churn, pricing. Change an assumption, and the entire model updates. Connected, not copy-paste.
Run what-if scenarios in seconds. Revenue down 15%? Deal closes early? New competitor enters? See the full P&L impact immediately. Decisions supported, not delayed.
Multi-driver revenue models that connect sales pipeline, retention, and expansion.
Detailed cost projections tied to headcount, growth, and operational drivers.
13-week and long-term cash projections with collection and payment timing.
Staffing projections tied to revenue targets and productivity assumptions.
Multiple scenarios with sensitivity analysis on key assumptions.
Continuous 12-18 month forecasts that extend automatically each period.
Annual planning took 16 weeks. Every department building spreadsheets. Finance consolidating manually. Endless iterations. Now: driver-based templates auto-populate. Consolidation is instant. Planning in 4 weeks.
"FY2025 planning acceleration: Prior process: 16 weeks. New process: 4 weeks (75% reduction). How: Week 1: Agent generates department templates pre-populated with actuals, run rates, and last year's patterns. Assumptions pre-filled based on strategic guidance. Week 2: Departments review and adjust assumptions (not build from scratch). Changes flow through connected model automatically. Week 3: Agent consolidates all inputs in real-time. Identifies conflicts and gaps. Flags unrealistic assumptions against benchmarks. Week 4: Leadership reviews scenarios. Agent generates upside/downside automatically. Final adjustments and approval. Time saved: 240+ hours of manual consolidation eliminated. Accuracy: Forecast vs. actual variance improved from ±12% to ±4%."
Board asks: "What if we lose our largest customer?" Old process: "We'll get back to you next week." New process: Agent runs scenario in real-time. Full P&L and cash impact in 10 minutes.
"Scenario analysis: Largest customer loss. Customer: TechGlobal Industries. Annual revenue: $4.2M (8% of total). Requested by: CFO during board meeting. Time to complete: 10 minutes. Scenario impact: Revenue: -$4.2M direct, -$1.1M expansion pipeline (related opportunities). Gross margin: -$2.9M (69% margin). Operating expenses: No immediate reduction possible (fixed costs). EBITDA impact: -$2.9M (-18% vs. plan). Cash flow: -$350K/month after Q1. Runway: Reduced from 18 months to 14 months. Mitigation options generated: Option A: Accelerate pipeline (4 deals at $2.8M, 60% probability). Option B: Cost reduction ($1.2M available without layoffs). Option C: Delay expansion investment ($800K). Board decision: Approved contingency plan Option B + C. Total response time: 10 minutes (vs. estimated 5 days under old process)."
Leadership wanted 18-month rolling forecasts for years. Manual effort made it impossible—would take 1 FTE just to maintain. Now: forecasts extend automatically every month. Zero incremental effort.
"Rolling forecast implementation: Forecast horizon: 18 months (previously: annual budget only). Update frequency: Continuous (actuals integrated automatically). Manual effort: Zero incremental (was estimated at 1.0 FTE to maintain manually). How it works: Month-end actuals loaded automatically from GL. Agent extends forecast one month (new month 18 added). Driver assumptions reviewed and confirmed (5 minutes). Full P&L/BS/CF updated for all 18 months. Variance analysis auto-generated vs. prior forecast. Benefits realized: Q2 revenue shortfall identified 6 weeks earlier than annual budget would have shown. Cash crunch avoided—saw it coming 4 months out. Investment timing optimized—moved $2M spend to align with revenue ramp. Board confidence: 'First time we've had visibility beyond year-end.'"
Historical forecast accuracy was 78%. Variance explanations every quarter. Driver-based modeling with continuous updates improved accuracy to 94%. Fewer surprises. Better decisions.
"Forecast accuracy improvement: 12-month results. Prior accuracy (annual budget vs. actual): Revenue: 82%. Expenses: 75%. EBITDA: 68%. Average: 78%. New accuracy (rolling forecast vs. actual): Revenue: 96%. Expenses: 93%. EBITDA: 91%. Average: 94%. Improvement drivers: Driver-based modeling: Revenue tied to actual pipeline, not hope. Continuous updates: Forecast adjusts as actuals come in (vs. static budget). Pattern recognition: Agent identifies trends human forecasters missed. Assumption validation: Flags when assumptions diverge from reality. Impact: Variance meetings reduced from 4 hours/month to 45 minutes. CFO credibility with board: 'Your numbers are reliable now.' Cash management: Surplus invested vs. sitting idle (earning $180K annually). Bonus accuracy: Leadership bonuses tied to forecast accuracy—payout improved 40%."
Forecasts update automatically as actuals come in. Always current. Never stale.
Models built on business drivers. Change assumptions, entire model recalculates.
Run what-if scenarios in seconds. Base, upside, downside, and custom scenarios.
12-18 month rolling view that extends automatically. No manual maintenance.
Automatic comparison to budget and prior forecast. Drivers of variance explained.
See how changes in assumptions impact outcomes. Monte Carlo simulation available.
Staffing models tied to revenue and productivity. Fully-loaded costs calculated.
13-week and long-term cash projections. Working capital dynamics modeled.
All three statements connected. Change one, all update consistently.
Reports to: FP&A / Controller
Availability: Continuous + On-Demand
Scope: All financial planning
Complete specification including driver definitions, model structures, and scenario templates.
Download .docxConfigure your driver definitions, customize scenario templates, and define forecast horizons.
Pay once. Own the asset. Full source code. Deploy, modify, extend.
All forecasts, scenarios, and strategic plans never leave your infrastructure.
New modeling techniques, scenario templates, and methodology improvements.
Configure your drivers, scenarios, and forecast horizons for your business.
Deploy the Budget Forecasting Agent on your infrastructure. Always-current forecasts. Any scenario. Instantly.
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