- Early-stage and fast-growing companies that need to report both actuals and forecasts regularly to funders.
- Small and medium enterprises that want to speed up and improve month-end reporting.
- Private equity or debt funds looking for a reporting tool for their portfolio and overall fund performance.
The Problem we solve
Companies that copy and amend last month’s spreadsheet for a new reporting period find the task requires intimate knowledge (often held by a single person) and time to reduce errors. We replace this with a single dynamic model that can be updated and maintained efficiently.
Companies that focus on reporting on a single month lack visibility of the overall trends, making the review a hard and tedious process. We capture all the history and combine it with forecasts, making trend analysis and exceptions easy to review.
Creating budgets, reforecasts, and scenarios in stand-alone models makes comparison with actuals time-consuming and unreliable. Companies that use our reporting models create and capture budgets and reforecasts in the same model, making variance reporting instant and simple.
Answering the simple question “what changed” can take hours of work to analyse. Our models have change analysis built-in for instant analysis.
Creating a new report for every query is time-consuming and requires a lot of careful maintenance and checking. Our models have dynamic reporting that uses the company’s template to replace the need for many individual reports.
