Rolling Forecast Automation
You shouldn't need to clear an afternoon every time the forecast needs rolling.
Actuals get pulled overnight, variances explained, scenarios queued by 7am. You pick the one that matches what you’re seeing — agents rebuild the rest before the next ask comes in.
~6 hrs/wk back to you · forecast rolled forward nightly, scenarios queued by 7am
HOW IT WORKS
Three steps per cycle.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents roll your actuals into the model every night.
Actuals pulled from your ERP — NetSuite, QBO, Sage, or wherever closing lives — and folded into the current-period forecast by 7am. Forward periods rebuild automatically against the new baseline.
Step 2
Variances come pre-explained. Scenarios queue side by side.
Each line that moved gets a one-sentence reason drawn from the actuals, the budget, and last period’s commentary. Two or three scenarios — the ones most likely to matter — sit ready for your call.
Step 3
Your FP&A Lead picks the scenario. Agents rebuild the rest.
The chosen scenario becomes the new forecast of record. The rejected ones stay on file for next cycle’s comparison. No spreadsheet surgery on your desk.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Commit a scenario as the current forecast without your sign-off.
- Re-baseline the forecast when actuals deviate without your review.
- Share the updated forecast with your board or investors without your edits.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Google Sheets, Excel, Cube, Mosaic, Vena, Datarails — we roll actuals into the model you already have.
Agents flag missing actuals and hold the roll. Nothing publishes until the underlying data ties. You never ship a broken forecast.
No. We’re a managed ops service layered on top. Keep the tool; we run it for you.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
