Budgeting & Forecasting
Collaborative budgets and rolling forecasts that update from actuals.
Financial Planning
Financial planning that starts from what actually happened
Finovoo builds your budget and forecast on the actuals already in the platform. Change a driver — price, volume, hiring date — and the P&L, cash flow and balance sheet update together.
The problem
The problems Financial Planning solves
Every forecast starts from scratch
Copying actuals into a planning workbook each month is slow and error-prone, so forecasts are updated less often than they should be.
Assumptions are invisible
Hard-coded numbers in cells make it impossible to see why the forecast changed or who changed it.
Budget owners cannot contribute safely
Sharing the master file with department heads risks broken formulas; not sharing it means planning without them.
Capabilities
What Financial Planning includes
Driver-based models
Plan from the drivers that move the business — units, price, conversion, headcount — not just totals.
Rolling forecasts
Each month’s actuals replace the forecast automatically and the outlook rolls forward.
Revenue planning
Plan by product, segment, region or client, including churn, expansion and pricing changes.
Annual budgeting
Collect departmental budgets through guided input, review them centrally and lock the approved version.
Versions and scenarios
Keep budget, forecast and scenario versions side by side and compare any two.
Three-statement output
Plans flow through to P&L, cash flow and balance sheet views for board and investor reporting.
How it works
Key workflow
Start from actuals
Historical results from Finovoo and imported data seed the model.
Set drivers and assumptions
Define growth, pricing, hiring and cost drivers with owners and comments.
Collaborate with budget owners
Department heads submit their numbers in guided views; finance reviews and approves.
Re-forecast every month
New actuals roll the forecast forward and variances are explained automatically.
Related
Keep exploring
FP&A
Financial planning & analysis: annual plan, monthly re-forecast, variance review.
EPM & Planning
Plan, monitor, forecast and optimise business performance in one model.
Cash Flow Planning
Short- and medium-term cash forecasts with runway under every scenario.
FAQ
Frequently asked questions
What is driver-based financial planning?
Instead of typing a total for each line, you plan the drivers behind it — for example customers × price for revenue, or headcount × salary for payroll. When a driver changes, every line that depends on it updates.
Can department heads edit the plan?
Yes, within the scope you give them. Budget owners enter and comment on their own numbers; finance controls the model structure and approves submissions.
How often can we re-forecast?
As often as you like. Because actuals are already in Finovoo, most teams move from a quarterly re-forecast to a monthly or continuous one.
See Finovoo on your own numbers
Book a 30-minute walkthrough with our team. We will show you how Finovoo fits your planning, reporting and spend processes.