Manage your business

Use your plans to manage your business! Our easy to understand presentation of your plan in both the scenario and performance dashboards areas, combine with automatically updating actual data, helping you to make smart decisions about your future.

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Manage your business
  • Create your business plan in the scenarios section as simply or as detailed as you need it to be

  • Copy your budget or forecast and flex for different business outcomes in seconds. Multiple scenarios can give you so many insights

  • Share your data immediately in Boards with your team or stakeholders, or export to PDF to take to the bank

  • View your plan in the scenarios with automatically created Profit & Loss, Balance Sheet or Cash flow data here or

  • Create Cards for your actual, forecast, or rolling forecast data. All financial, non-financial and forecast/budget data auto-updates

  • View your predicted rolling Year End position or how you are performing today, with ease

“"With so many different income streams and jurisdictions to interpret, it was always a very time consuming service for us to offer. However, now our cards are set up and everything syncs to Xero, the management information is just sat there waiting for us!"” - Scott Sartin

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Don’t just take our word for it. See how easy it is to create forecasts and business reports in minutes…

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