Planning that reconciles itself to reality.
Budgets, forecasts, scenarios, and cash on the same ledger as your actuals — variance is computed, not compiled, and the forecast corrects itself. No version-17-final-FINAL spreadsheet.
One planning engine. Every plan you’ll ever build.
Budget, forecast, cash, workforce, revenue — they’re all models on one dimensional, time-series, driver-formula engine. Not five bespoke tools.
Pulse — zero-setup forecasting
Pulse builds a forecast from your actual ledger the day you turn it on — no model-building project. It profiles the business, proposes a budget, and self-corrects every month as actuals land.
- Auto forecast from real history
- Proposed budgets you edit, not build
- Self-correcting as months close
Budgets & variance
Budget by account, entity, department, or any dimension — and get budget-vs-actual computed live from the ledger, with Kate explaining the variances that matter.
- Budget versions & approvals
- Live BvA on every dimension
- Variance narratives on demand
Goal seek — name the target, see the paths
Planning usually runs forward: change inputs, see where you land. Goal seek runs it backwards. Tell the engine the revenue or earnings you need to hit — next quarter, next year — and it solves the driver model for ways to get there, presenting the levers as options: pipeline you’d need to add, pricing you’d need to move, spend you’d need to hold.
- Set a revenue or earnings target on any horizon
- The engine solves backwards through your real drivers
- Compare the candidate paths side by side — then adopt one as the plan
Drivers & scenarios
Plans are driver formulas over dimensions and time — headcount × salary, deals × win-rate, units × price. Duplicate a version, move the drivers, and compare scenarios side by side.
- Driver & formula modeling
- Scenario versions, comparable instantly
- Editable grid with CSV in/out
Cash & runway
Cash planning that starts from your real balances, your real AR/AP timing, and your real payroll — because they’re all on the same platform. Runway isn’t a model; it’s a query.
- Cash forecast from live working capital
- Runway & burn, always current
- What-if on collections & payment timing
Revenue, tied to the pipeline
The revenue plan draws from the CRM’s actual pipeline — stage-weighted, deterministic — and won deals reconcile forecast to billed revenue automatically. Sales and finance argue about strategy, not whose number is right.
- Pipeline-driven revenue model
- Forecast-to-billed reconciliation
- One number across the company
“What’s our runway?” is a question, not a project.
Kate answers planning questions from the live model and the live ledger — and drafts the budget change or the scenario when you ask for it. Dashboards and reports spun up on the fly, just by asking.
Plans are only as good as the ledger under them.
Turn it on. The forecast builds itself.
Budgeting & planning is free for small businesses — and Pulse means there’s no setup project between you and your first forecast.
Let’s begin