Machine-learned forecasts
Models trained on your own history: seasonality, trends, one-offs and the links between accounts. Each forecast shows its range, not just one number.
Plan with the numbers
you already have.
Plan learns from your actuals to forecast what comes next, builds your driver-based budget for you, and lets you test any scenario in minutes. It connects to your ERP, so the plan and the books never drift apart.
Budget, forecast and model in one place.
Use one part or all of it. Many teams start with a rolling forecast and move their budget over the next cycle.
Rolling forecasts
Switch on a 12 or 18 month rolling forecast from the first month. It moves forward as each period closes, with no rebuild.
Budgeting
Top-down targets, bottom-up input from budget holders, or both. Versions, comments and approvals stay in one place, not in email.
Scenario modelling
Copy the base case, change a few assumptions and compare. Price, volume, hiring, FX and financing scenarios side by side.
Driver-based budgeting
Plan finds the drivers behind your numbers and builds the model for you. You set the assumptions; it does the arithmetic.
Variance and commentary
Actuals against budget and forecast each month, with the main movements explained in plain words and ready for the pack.
Macro drivers
Plan links your forecast to the market indicators that move your business, such as interest rates, inflation, FX or a sector index, and shows how a change would flow through to your numbers.
Cost and revenue allocations
Allocate shared costs and revenue across entities, departments, products and customers with rules you can read, then see profitability by each. Every allocation keeps its trail back to the source.
SCENARIO MODELLING
Ask “what if” and get the answer before the meeting ends.
Every scenario starts from the same machine-learned base, so the differences you see come from your assumptions, not from broken links in a spreadsheet.
- Change a driver, see every statement move. P&L, balance sheet and cash flow stay linked.
- Keep scenarios as versions. Compare them to each other and to actuals later.
- Share a scenario as a PDF or a link, with the assumptions written out.
Finance Buildr / PlanEXAMPLE
FY 2026 · Group
Rolling forecast
Revenue forecast€66.4mFull year
EBITDA forecast€10.2m15.4% margin
Forecast horizon18 monthsRolling monthly
Scenario comparison
Base · Upside · DownsideQuarterly EBITDA by scenario
Example company, € millions
Q1 26Q2Q3Q4Q1 27Q2Q3Q4
● Actuals– BaseUpside: +8% volumeDownside: −5% price
Order volume+8%
Average price€412
Headcount86 FTE
Example figures · Assumptions set by your team
A model that sets itself up from your numbers.
Building a driver model by hand takes weeks and usually lives in one person’s spreadsheet. Plan builds the first version for you from what it already knows about your company.
- Reads your history
Two or more years of actuals from your ERP, by account, department and month, plus payroll and any operational data you share.
- Finds the drivers
It tests which measures explain each line, such as orders, prices, headcount, square metres or customers, and keeps the ones that hold up. It also tests market indicators, such as interest rates or a sector index, and keeps the ones that lead your numbers.
- Builds the model
Revenue, costs, working capital and cash, linked through the drivers and laid out on your own chart of accounts.
- You set the assumptions
Your team reviews each driver, changes what it knows better and locks the budget. Every change is logged.
Drivers found in your numbers
Example model for a wholesale business
Order volume12,400 / month
Average order value€412
Gross margin38.5%
Headcount86 FTE
Freight per order€18.20
Housing starts (macro)−4% y/y
Somewhere between the spreadsheet and the six-month implementation.
SpreadsheetsOff-the-shelf FP&AFinance Buildr Plan
Set-up
SpreadsheetsBuilt and rebuilt by hand
Off-the-shelf FP&AMonths of configuration
Finance Buildr PlanModel built from your data, then tuned with you
Forecasting
SpreadsheetsLast year plus a percentage
Off-the-shelf FP&ARules you maintain
Finance Buildr PlanMachine-learned from your history, with a range
Link to actuals
SpreadsheetsCopy and paste
Off-the-shelf FP&AConnector projects
Finance Buildr PlanDirect read from your ERP, every close
Fit to your business
SpreadsheetsWhatever one person built
Off-the-shelf FP&ATheir template
Finance Buildr PlanBuilt around your accounts, entities and drivers
See your own numbers in Plan.
Bring two years of trial balances. We’ll show you the drivers we find and a first rolling forecast.
Book a call