For Growing Companies

Professional Budgeting for Professional Growth

When you’re scaling rapidly, Excel budgets break. Period. You need real-time visibility into profitability, not cumbersome spreadsheets that become obsolete the moment you hire someone new.

Key Challenges We Solve:

  • Multi-department consolidation without formula disasters
  • Rapid growth breaks Excel templates quarterly
  • Board presentation confidence with defendable numbers
  • Team collaboration without version control nightmares
  • Professional-grade reporting for fiduciary responsibilities

Industry-Specific Features:

  • Unlimited scenarios for growth planning
  • Department-level profitability analysis
  • Capital planning and equipment budgeting
  • Real-time variance analysis against business drivers
  • Professional board reporting templates
For Grant-Funded Organizations

Mission-Critical Budgets Shouldn't Depend on Excel Miracles

When most of your budget is payroll that needs to be allocated across multiple grant, and those grants change monthly, Excel can’t keep up. You need budgets that adapt to funding changes, not static spreadsheets that quickly become obsolete.

Key Challenges We Solve:

  • Grant allocation errors that jeopardize funding relationships
  • Payroll allocation across programs and funding sources
  • Rolling forecasts when funding changes mid-year
  • Compliance requirements and audit trail needs
    Budget transparency without salary disclosure

Mission-Focused Features:

  • Automatic payroll allocation across grants and programs
  • Rolling forecasts that adapt when funding changes
  • Grant reporting compliance with full audit trails
  • Program-level variance analysis and reporting
    Salary privacy controls with budget transparency
For Accountants, Law Firms and Professional Services

Bill by the Hour. Budget by the Minute.

When you’re scaling from 10 to 50 to 100+ employees, Excel budgets break. You need real-time visibility into profitability, not spreadsheets that become obsolete the moment you hire someone new.

Key Challenges We Solve:

  • Practice-level profitability that actually makes sense
  • Resource allocation and capacity planning
  • Client profitability tracking across engagements
  • Partner-level financial reporting
  • Rapid growth without losing financial control

Mission-Focused Features:

  • Practice area and client profitability analysis
  • Resource utilization and capacity planning
  • Partner compensation and profit distribution modeling
  • Client lifetime value and engagement profitability
    Realization rate tracking and forecasting
For Hospitals, Clinics and Healthcare Networks

Patient Care Demands Precision. So Should Your Budgets.

Multi-location healthcare operations demand zero tolerance for financial errors. Regulatory compliance, patient volume variance, and complex cost allocation need bulletproof budgeting.

Key Challenges We Solve:

  • Multi-location consolidation complexity
  • Regulatory compliance and audit trail requirements
  • Department-level cost allocation (nursing, admin, facilities)
  • Patient volume variance management
  • Capital planning for medical equipment

Mission-Focused Features:

  • Department cost allocation with regulatory compliance
  • Patient volume variance analysis and forecasting
  • Multi-location consolidation and reporting
  • Medical equipment capital planning and depreciation
  • Regulatory audit trail and compliance reporting
For Manufacturing Firms and Distributors

Production Precision Requires Budgeting Precision

Complex operations demand sophisticated budgeting. Material costs, labor allocation, overhead distribution, and production volume variance require integral, rock-solid reliability.

Key Challenges We Solve:

  • Complex cost allocation (materials, labor, overhead)
  • Multi-location production planning and consolidation
  • Inventory cost management and planning
  • Production volume variance against fixed costs
  • Supply chain cost volatility planning

Mission-Focused Features:

  • Product line and facility profitability analysis
  • Material cost variance tracking and forecasting
  • Production volume planning with cost implications
  • Multi-location consolidation and transfer pricing
  • Capital equipment planning and depreciation