HRIS, Billing, CRM, ERP, and Data Warehouse components in a circular diagram labeled "Bob." Simplifies data management.HRIS, Billing, CRM, ERP, and Data Warehouse components in a circular diagram labeled "Bob." Simplifies data management.

Connect

Real time insights from a single source of truth

Harness the power of automated data integrations to streamline and consolidate financial and operational data in one place.

Marketing expenses table with monthly breakdowns and a graph comparing budget versus actual expenses for clarity. marketing-expenses, budget-vs-actualsMarketing expenses table with monthly breakdowns and a graph comparing budget versus actual expenses for clarity. marketing-expenses, budget-vs-actuals

Analyze

150+ metrics out of the box in minutes

Master your metrics and report in real-time with over 30 FP&A templates and 150 metrics out of the box that save you hours each month.

Revenue growth chart showing actuals and projections for high, mid, and low cases from January to July. , revenue, growthchartRevenue growth chart showing actuals and projections for high, mid, and low cases from January to July. , revenue, growthchart

Plan

Manage multiple scenarios with ease

Build accurate plans with flexible forecast methods and unlimited scenarios without formula errors, version control, or corrupted worksheets.

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Collaborate

Budget with your business partners

Build alignment that drives performance by empowering HR and budget owners to play an active role in the planning process.

Q2 budget vs. actual report with revenue breakdown and chatbot summarizing performance insights., financial report, chatbot summaryQ2 budget vs. actual report with revenue breakdown and chatbot summarizing performance insights., financial report, chatbot summary

Understand

Meet the newest member of your finance team

Ask AI to identify performance drivers and summarize trends in executive and board-ready stories. Shape your narrative and set the right tone with chat-based prompts.

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HR & Finance

Connect HR and Finance to drive better decisions, together

Connect HR and Finance to make more aligned, confident decisions. Plan headcount together by syncing on roles, costs, and timing. Share visibility into hiring budgets and approvals to move faster. Model compensation changes—like raises and benefits—and see their impact on the bottom line.