For CFOs, FP&A Teams & Financial Advisors

Budget Models That Would Take Weeks.
Built in Minutes.

A guided wizard that generates complete, auditable Excel budget workbooks — income statements, balance sheets, cash flows, and all supporting driver schedules.

Choose your complexity: simple P&L to full three-statement models.

Build Your Budget Model → Takes about 10 minutes

Why Finance Teams Choose This Tool

3-Tier Complexity

Simple income statement or full three-statement model with driver schedules. Pick the depth your entity needs.

Configurable Drivers

Volume × price, subscription, AUM-based, deal-based, and more. Each line item gets the right revenue model.

Instant Excel Output

One click generates a fully formatted .xlsx workbook with formulas, conditional formatting, and print-ready layouts.

Audit-Ready

Every number traces back to inputs. No hidden logic. Transparent formulas your reviewers can follow.

Three Steps to Your Budget Model

Configure Your Entity

Name your entity, select your model tier, set the budget year and forecast horizon.
Enter Your Financial Inputs

Revenue sources, cost of sales, operating expenses, personnel, and balance sheet items — guided step by step.
Download Your Workbook

Review a summary of all inputs, then generate and download your complete Excel budget model.