For growth-stage teams.
Plan across the whole org.
Multi-team planning, departmental rollups, and forecast accountability. The single source of financial truth when finance can no longer live in one head.
You shouldn't need a finance team to answer this
The everyday questions this module makes simple.
Finance lives in one head
Every number runs through one person, and the whole company waits on their spreadsheet.
Every team plans in a silo
Marketing, sales, and ops each keep their own version, and none of them reconcile.
Quarterly planning eats weeks
By the time the rollup is done, the quarter it was planning for has already changed.
Explore a sample growth-stage workspace
See multi-team planning on rails, departmental ownership, quarterly cadence, and board-grade outputs from one model.
Multi-team planning on a quarterly cadence, departmental ownership and board-grade outputs from one connected model.
- Assumptions
- Model
- Scenarios
- Mentor Review
- Outputs
AI mentorOn plan, efficient growth with each team owning its slice of the model.
Illustrative, capabilities and typical targets, not guaranteed outcomes.
The quarter that planned itself
Plan across the whole org.
It's planning week, and instead of chasing six spreadsheets, every team head has already owned their slice. The rollup is live, the variance is narrated, and the board pack writes itself, you spend the time on decisions, not consolidation.
- Each function owns its slice; the rollup is automatic
- Plan → reforecast → close, on rails
- Board-grade outputs from one source
Decisions you can make this week
Practical calls this module helps you get right, no finance background needed.
The capabilities that earn the work.
Departmental views
Each function owns its slice; the rollup happens automatically.
Quarterly cadence
Plan → reforecast → close, on rails. Every quarter, every team.
Accountability layer
Every assumption owned by a name and a date.
Board-grade outputs
Operating reviews, board packs, and investor updates from one source.
From signal to decision.
- 1
Map the org
Mirror your team structure into the planning model.
- 2
Delegate ownership
Each manager owns their slice with the right permissions.
- 3
Run the cadence
Quarterly planning ritualised with templates and reminders.
- 4
Close the loop
Variance AI narrates the quarter for the board, automatically.
Questions founders ask
How does multi-team ownership work without chaos?+
Each manager owns their inputs with the right permissions; you keep control of the structure, and the rollup happens automatically.
What size company is this for?+
It's built for teams scaling past the point where finance can live in one person's spreadsheet, roughly 50 to 500 people.
Will it produce board-ready outputs?+
Operating reviews, board packs, and investor updates all generate from the same live source.
Adjacent capabilities.
Make this the last spreadsheet you build
Build your plan, connect your data, and see this working on your own numbers, no finance team required.
From idea to investor-ready · built for founders, not finance teams