Budget Forecasting Software : Create Your Operating Forecasts in a Few Clicks
With our Business Intelligence software that leverages your accounting data, build reliable budgets over one or more years. Get comparisons between forecasts and actuals in seconds.
Start with Historical Results to Build Your Forecasts
By importing your accounting data (via FEC or API), get your financial statements automatically in a dynamic and customizable format.
With our budget forecasting software, you will be able to quickly :
Start from the customized profit losses you have created
Observe historical trends
Use actual data to build your forecasts
A Dedicated Software to Create Your Budget and Business Plan in a Few Clicks
Creating your clients' result forecasts can take a lot of time if done manually.
Additionally, multiple human manipulations can be a significant source of errors.
Our Budget and Business Plan tool allows you to obtain your summary statements and build forecasts from them in a few clicks and without data manipulation.
Throughout your accounting year, you can update your forecasts and projections to ensure your assumptions are as close to reality as possible, for greater peace of mind.
How Finthesis Helps You Build Your Budget Forecasts ?
1- Import Your Accounting Data
The first step in creating your Budget on Finthesis is to import your accounting data.
The import takes only a few seconds and can be done independently by the user without prior intervention from our side.
The import takes only a few seconds and can be done independently by the user without prior intervention from our side.
2 - Create the Operating Forecast (Budget or Business Plan)
Finthesis allows you to create multiple forecast columns based on or independent of historical results.
You can then easily modify the various assumptions to achieve the desired operating forecasts with our intuitive features.
You can then easily modify the various assumptions to achieve the desired operating forecasts with our intuitive features.
3 - Present Results to Your Clients or Collaborators
Once your Business Plan or Budget is created and customized, you only need to present your forecasts to your client and advise them on their strategy.
Frequently asked questions
My clients appreciate sectoral comparisons, do you offer them?
You can present sectoral comparisons to your clients thanks to our API with the Papers solution. In a few clicks, filter the companies you want to compare your clients' companies with.
With this feature, you can further enhance your support and have additional elements for building Budgets and Business Plans (sector margin rates, average revenue levels, etc.).
With this feature, you can further enhance your support and have additional elements for building Budgets and Business Plans (sector margin rates, average revenue levels, etc.).
Can Budgets or Business Plans created on Finthesis be exported to Excel?
You can export your forecast to Excel or PowerPoint as a visual report for presentation.
This feature allows you to archive data at a specific moment but also to produce a deliverable for your client and add textual information.
This feature allows you to archive data at a specific moment but also to produce a deliverable for your client and add textual information.
How long does it take to create a Budget or Business Plan on Finthesis?
Importing historical data takes only a few seconds. You then get historical financial statements from which you can build your Budgets and Business Plans.
The time it takes to build your forecasts can vary greatly depending on the amount of data to include and the complexity of the assumptions. It can range from a few hours to several days.
With our Business Plan and Budget software, get a standard view of your financial elements in seconds and build your forecasts quickly.
Check out our tutorial to see how fast and simple our tool is.
The time it takes to build your forecasts can vary greatly depending on the amount of data to include and the complexity of the assumptions. It can range from a few hours to several days.
With our Business Plan and Budget software, get a standard view of your financial elements in seconds and build your forecasts quickly.
Check out our tutorial to see how fast and simple our tool is.
What is a business plan and budget software?
A Business Plan software allows users to create financial forecasts (operating and cash flow) by projecting the following aggregates :
The forecast view of these elements will validate their relevance and build a strategy based on it.
The Business Plan and Budget software will save you time in formalizing these analyses and presenting them to stakeholders. All with the goal of focusing more on strategic support for your clients.
- Revenue
- Purchases
- Gross margin
- EBITDA
- Working capital
- Investments
- Financial result
The forecast view of these elements will validate their relevance and build a strategy based on it.
The Business Plan and Budget software will save you time in formalizing these analyses and presenting them to stakeholders. All with the goal of focusing more on strategic support for your clients.
Who is a Budget and Business Plan software for?
This type of solution is particularly suitable for accounting firms (of all sizes), external CFOs, or directly for companies.
The platform is intuitive and easy to use, allowing for quick and accessible onboarding for everyone.
For accounting firms, Finthesis allows direct client access so they can manage their business daily with the dashboards prepared by their accountants or external CFOs.
The platform is intuitive and easy to use, allowing for quick and accessible onboarding for everyone.
For accounting firms, Finthesis allows direct client access so they can manage their business daily with the dashboards prepared by their accountants or external CFOs.
Can I import a Budget or Business Plan from an Excel file into Finthesis?
It is entirely possible to import Budgets or Business Plans prepared in Excel into Finthesis using our data import/export feature.
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