Use cases.
One problem, the checks we ran and what they found. Most come from our own project work with the client names removed; the rest are illustrative scenarios, and each one is marked.
Use cases
3 results for “forecasting”. Show everything
An IT services firm forecasts revenue it can explain
Revenue forecasts were built bottom-up in spreadsheets by each delivery head, and changed every week without a reason. A driver-based rolling forecast tied the number to headcount, utilisation and rates.
From a trial balance to statements, ratios and plans in one upload
Finance teams rebuild financial statements and ratios in spreadsheets every cycle. Two pieces of our own product work turn one upload of a trial balance or SAP ledger balances into statements, ratios and dashboards.
A CFO's month told as a story in eight chapters
A manufacturer's finance leaders read separate reports for sales, margin, cash, risk, assets and treasury. The CFO Storybook puts them in one place, as eight chapters that run from the headline down to the ledger.
No use cases match every filter.
Read the thinking behind it
Short articles on revenue leakage, fraud, controls, forecasting and private AI.