Finance · Dashboard · Advanced package
FP&A
Financial planning, scenario modelling, strategic insights — tailored to your business.
A guided session with our team.
Video demo coming soon
How it works
- 1Deep discovery of your business drivers and KPIs
- 2Scenario planning framework built (base / best / worst)
- 3Monthly actuals-vs-forecast reviewed with CFO
What you receive
- Annual operating plan
- 13-week rolling cashflow
- Board deck with financial highlights
- Investor update template
Tools and connections
6 tools listed for this solutionWorks around the tools you already use
Your tools
- Tally
- SAP
Zoho- Excel
- Power BI
Google Sheets
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 6 steps
- 01Deep discovery of your business drivers and KPIs
- 02Historical data modelled across 3 years
- 03Scenario planning framework built (base / best / worst)
- 0413-week cashflow + monthly P&L forecast
- 05Integrated into board and investor reporting
- 06Monthly actuals-vs-forecast reviewed with CFO
Everything included · 5 deliverables
- Annual operating plan
- 13-week rolling cashflow
- Board deck with financial highlights
- Investor update template
- Monthly variance dashboard with commentary
What we’ll need from you
- Deep discovery of your business drivers and KPIs
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Advanced · price shared on enquiry
- Tentative build time
- 5–8 weeks, confirmed after your demo
- Maintenance & support
- WhatsApp + Slack within 2h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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