FP&A Should Analyze. Not Build Charts.
Sam is CFO at a growth-stage company. Every month close, her team spends 6 days building the same 40-slide financial deck. Revenue waterfalls, expense breakdowns, margin analysis — all manually rebuilt from scratch.
The FP&A Formatting Tax
Days 1-2: Pull data from NetSuite. Days 3-4: Build charts in PowerPoint. Days 5-6: Format, review, revise. Days 7-10: Present. Repeat every month. That's 6 days of financial talent spent on formatting instead of analysis.
Close Faster. Analyze Deeper.
Monthly Close Decks
Revenue waterfalls, expense breakdowns, margin analysis, variance narratives. Pulled live from NetSuite, Snowflake, and your data warehouse.
Budget vs. Actuals Reports
Budget variance with automated heat maps. Revenue, COGS, gross margin, OpEx, EBITDA — all compared automatically.
Fundraising & Earnings Narratives
Investor-ready narratives with live metrics — ARR, growth rate, NRR, LTV:CAC — formatted for board or investor consumption.
Available Formats
The Numbers Speak for Themselves.