Budgets and forecasts, without the spreadsheet maze.
Build a practical plan from your client’s actual history, adjust only what has changed, and keep the outlook current as months close.
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Acme Holdings · 2026 Forecast
Actuals through August · Forecast Sep–Dec
Full-year revenue
$2.55M
+7.9% vs. last 12 months
Gross margin
63.0%
In line with history
Net profit
$837.5k
32.8% margin
- Revenue$1,669,600$885,000$2,554,600
- Direct costs$617,300$327,450$944,750
- Gross profit$1,052,300$557,550$1,609,850
- Payroll & people$359,000$184,000$543,000
- Operating expenses$161,200$82,000$243,200
- Other income & expenses$9,000$4,800$13,800
- Net profit$541,100$296,350$837,450
Ties to the Starting Forecast · No items need review
Sample client dataSample client data. Screens show the Planning review step.
The plans clients actually ask for.
Annual Budget
Build next year’s plan from the client’s actual history instead of a blank spreadsheet.
In-Year Forecast
Lock in the months already closed and forecast only what remains of the year.
Rolling 12-Month Outlook
Keep a forward-looking view of the next twelve months as the business moves.
Finvue does the first draft. You bring the judgment.
Every plan starts from real numbers, so you spend your time on the few decisions that matter — not rebuilding the chart of accounts in a spreadsheet.
- 1
Start with actual history
Finvue drafts the starting plan from the financials already in the workspace.
- 2
Build the plan
Walk through revenue, direct costs, payroll, operating expenses, and other income & expenses.
- 3
Adjust what’s changed
Override only the lines and months that need your judgment — a new hire, a price change, a one-time cost.
- 4
Review the P&L
See the full plan through net profit before anything is published.
- 5
Update as actuals arrive
As months close, keep the outlook current instead of letting the budget go stale.
Illustrative sample data
A forecast that knows what already happened.
- Closed months stay locked to actual results
- Only the remaining months are forecast
- Full year = actuals to date + forecast remaining
- Compare against the last twelve months for context
Start simple. Add detail only where it matters.
You don’t need FP&A experience or a financial model. Accept the draft where it’s right, customize where the client’s business is changing, and review everything before you publish.
- No blank spreadsheets
- Nothing publishes without your review
- Your changes are protected
Reporting explains what happened. Planning shows what’s next.
Both work from the same financial history in one workspace, so the monthly report and the forward outlook tell one consistent story.
How Reporting works