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Planning

Build retained legal-entity budgets with exact arithmetic and supported actuals context.

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PlanningSample company
Cash scenariosHiring assumption +$36k/mo
ObservedForecast
600k400k200k0JanMarTodayJulSepDecToday: $482,000 · Dashed lines: forecasts

Base plan

15.1 mo

Measured growth

22+ mo

Accelerated hiring

9.4 mo

Scenarios, not guarantees.

Which version of the financial plan are we discussing?

Forward plans lose decision value when assumptions are hidden, versions are overwritten, or workforce costs are maintained outside the financial model.

Baseline
The reference plan or observation against which another scenario is compared.
What it works with
Legal Entity budget scope, periods, explicit assumptions and supported actuals context.
What you get
Retained versions and comparable planning outputs rather than overwritten spreadsheet assumptions.

How the work progresses

Who uses it

Founders and finance teams comparing budgets, workforce costs and possible operating decisions.

  1. Choose the legal-entity planning scope and supported periods.
  2. Create a retained budget version with explicit assumptions.
  3. Compare versions and supported actual context while keeping planning distinct from posted accounting.

A concrete example

Illustrative, not customer data.

Which version of the financial plan are we discussing?

A finance team keeps a base plan and a revised hiring case, then discusses the difference without changing actual transaction records.

Explore the sample company

What still needs judgment

Plans and forecasts are hypothetical estimates, not promises. Headcount planning is not an HRIS or payroll processor, and payroll accounting does not execute payroll or tax filings.

AI can explain assumptions and sensitivities, while deterministic planning logic owns outputs. AI cannot approve a plan, hire, run payroll, or change posted accounting.

Available workflows depend on your plan, permission scope, configuration and supported data. Compare plans before choosing.

Before you use planning

Can I explore this before connecting company data?
The public demo is a fixed, read-only sample company. It illustrates supported product areas without creating an account or accessing customer data; it is not proof that every configured workflow is available in the tour.
What should I verify before relying on an output?
Confirm scope, source coverage and timing. For this capability, review legal Entity budget scope, periods, explicit assumptions and supported actuals context. An operating status or AI explanation does not replace the required review of accounting evidence.
Does an explanation automatically authorize a financial action?
No. AI can explain assumptions and sensitivities, while deterministic planning logic owns outputs. AI cannot approve a plan, hire, run payroll, or change posted accounting.

Continue the workflow

Forecasting

Project cash and operating outcomes from explicit assumptions and normalized financial context.

Headcount planning

Plan roles, start dates, compensation, bonuses, and workforce cost as explicit financial assumptions.

See the work in context.

Explore a read-only sample company, or start with your own supported data.

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