Budgeting & Forecasting

Plan with clear assumptions. Track every revision.

Budgeting and forecasting software for driver-based plans, scenario analysis, rolling forecasts and variance review.

Start now Download agent
My Budget SubmissionBudgetVersions
StatusDraftSubmittedInReviewYouCycle.Status is Open or Planning
Version NumberCycleVersion TypeStatusTotal RevenueTotal Op Ex
BV-87063BC-1772SubmissionDraft26,249.493,223.08
BV-23457BC-2033NegotiationCFOSubmitted2,304.6525,484.82
BV-37082BC-4171BoardApprovedInReview9,284.5614,242.39
BV-11516BC-8596MidYearReforecastDraft37,282.4521,774.12
BV-76859BC-9168BoardApprovedRevisionSubmitted10,156.3244,772.39
BV-65230BC-4375SubmissionInReview22,944.115,800.20
Budget planning →

Illustrative records derived from the system specification.

Explore the specification

Built for the way your organization plans

FP&A teams, finance leaders and cost-center owners coordinating budgets and forecasts.

Defined tables
23
Operational views
18
Defined roles
8
Reports
8

Defined in the planned system specification.

What’s inside.

Budgeting and forecasting software for driver-based plans, scenario analysis, rolling forecasts and variance review.

Give every team a clearer view of the plan

My Budget SubmissionBudgetVersions
StatusDraftSubmittedInReviewYouCycle.Status is Open or Planning
Version NumberCycleVersion TypeStatusTotal Revenue
BV-87063BC-1772SubmissionDraft26,249.49
BV-23457BC-2033NegotiationCFOSubmitted2,304.65
BV-37082BC-4171BoardApprovedInReview9,284.56
BV-11516BC-8596MidYearReforecastDraft37,282.45
BV-76859BC-9168BoardApprovedRevisionSubmitted10,156.32
BV-65230BC-4375SubmissionInReview22,944.11
Budget planning →
Active ScenariosScenarios
StatusComputedSharedVersion.Status is Draft, InReview or Approved
Computed
SCN-22120SC-284
SCN-74676SC-592
SCN-69891SC-768
Shared
SCN-63007SC-665
SCN-37177SC-609
SCN-12739SC-304
Scenarios →
Open Commitments by EntityCommitments
Status IN ('Open', 'PartiallyConsumed'); Cost-Center Head restricted to own Entity
Open
CMM-93672COA-73285
CMM-72799COA-80604
CMM-83867COA-78864
PartiallyConsumed
CMM-27851COA-68457
CMM-33847COA-22842
CMM-50232COA-69653
Budget controls →
Open Budget CyclesBudgetCycles
StatusPlanningOpen
Planning
BC-98033CC-170500 fiscal year
BC-74705CC-805170 fiscal year
BC-59875CC-812180 fiscal year
Open
BC-60479CC-964760 fiscal year
BC-99922CC-211270 fiscal year
BC-10151CC-237150 fiscal year
Planning TargetsTargets
Cycle.StatusOpenLockedActive = true
Revenue
TRG-22830COA-95688
OpEx
TRG-34299COA-23243
GrossMargin
TRG-41375COA-18060
EBITDA
TRG-68915COA-63503
Cash
TRG-49960COA-71548
Budget planning →
Rolling Forecast — Current WindowRollingForecasts
Opendue todayWindowEnd > today
Forecast CodeNameCycleAs Of PeriodHorizon Months
FC-934Forecast 760BC-121012 Sep450
FC-598Forecast 542BC-457705 Sep160
FC-554Forecast 987BC-334325 Sep200
FC-487Forecast 153BC-758205 Sep20
FC-766Forecast 712BC-207525 Sep300
FC-850Forecast 210BC-444210 Sep700
Rolling forecasts →
Pending Budget TransfersBudgetTransfers
Submitted
Transfer NumberVersionPeriodFrom EntityFrom Account
BT-68570BV-6241121 SepBE-7050COA-24065
BT-49261BV-4437718 SepBE-7793COA-35219
BT-76743BV-5627816 SepBE-3089COA-27368
BT-98288BV-7660008 SepBE-5499COA-83953
BT-80092BV-4928505 SepBE-5128COA-59255
BT-41119BV-5417607 SepBE-9198COA-22085
Budget controls →
Upcoming Board PacksBoardPacks
StatusDraftGeneratedInReviewMeetingDate >= today
Pack NumberCycleMeeting DateAs Of PeriodBased On Version
BP-37841BC-685210 Sep19 SepBV-86047
BP-57898BC-627812 Sep15 SepBV-88170
BP-42453BC-962727 Sep01 OctBV-20809
BP-12437BC-408021 Sep29 SepBV-78937
BP-47699BC-424215 Sep17 SepBV-43199
BP-14844BC-323418 Sep26 SepBV-71620
Published Board PacksBoardPacks
StatusApprovedDistributed
Pack NumberMeeting DateAs Of PeriodBased On VersionApproved At
BP-3013623 Sep02 OctBV-1459206 Oct
BP-6517205 Sep08 SepBV-26747
BP-1136025 Sep27 SepBV-4803701 Oct
BP-8237822 Sep28 SepBV-57316
BP-5233007 Sep10 SepBV-6973617 Sep
BP-7909111 Sep15 SepBV-47637
Scenario ResultsWhatIfRuns
Scenario.StatusComputedShared
Run NumberScenarioBaseline RevenueScenario RevenueBaseline EBITDA
WIR-18679SCN-409331,097.2926,831.724,827.93
WIR-34145SCN-334224,995.309,741.344,172.99
WIR-96640SCN-151028,238.4538,104.9735,730.37
WIR-79568SCN-443339,967.8535,871.7047,010.97
WIR-51032SCN-710634,445.7618,088.5641,513.76
WIR-93103SCN-132337,035.8238,636.4622,183.41
Scenarios →
Pending Forecast SubmissionsRollingForecastSubmissions
StatusSubmittedFPAReviewedRollingForecast.Status = 'Open'; Cost-Center Head restricted to own Entity
Submission NumberRolling ForecastEntitySubmitted ByStatus
RFS-73927RF-5150BE-1301KSSubmitted
RFS-42239RF-4777BE-7094XSFPAReviewed
RFS-11995RF-6335BE-7890ZVSubmitted
RFS-78869RF-9230BE-5690CJFPAReviewed
RFS-12536RF-6478BE-6987SASubmitted
RFS-57589RF-6103BE-4359HGFPAReviewed
Rolling forecasts →
CFO Budget DecisionsApprovalsfinancial approval waits for the cfo
PendingCFOYouno budget transfer
VersionSubmission RevisionStep OrderApprover RoleApprover
BV-22344310210CFOPX
BV-5220842070CFONL
BV-70719380550CFOFM
BV-9240965080CFOXV
BV-77465450310CFOFC
BV-65464770880CFOAC
My Variance This MonthVarianceAnalyses
YouMaterial = truePeriod = latest closed periodFluxStatusPendingSubmitted
PeriodEntityAccountBudget AmountActual Amount
27 SepBE-3219COA-6903845,328.5039,039.02
16 SepBE-8236COA-7115726,562.535,510.51
17 SepBE-8156COA-4444733,742.4326,394.27
21 SepBE-1167COA-461798,086.8336,317.68
14 SepBE-6863COA-778582,905.9820,615.34
28 SepBE-6787COA-1575023,005.3220,001.70
Pending FluxCommentsVarianceAnalyses
PendingMaterial = true
PeriodEntityOwnerAccountBudget Amount
10 SepBE-3084USCOA-5186943,509.45
25 SepBE-3988YHCOA-7065819,514.07
10 SepBE-6950AGCOA-1127338,562.70
07 SepBE-8207SRCOA-5833132,972.63
12 SepBE-8777NPCOA-3862510,664.89
18 SepBE-7822EVCOA-9192733,044.38
Pending Budget ApprovalsApprovals
PendingYou
VersionStep OrderApprover RoleApproverStatus
BV-83710100FPAAnalystYBPending
BV-42336140FPADirectorKPPending
BV-65336880CFONJPending
BV-22502370FPAAnalystDVPending
BV-52741140FPADirectorUAPending
BV-13346390CFOBWPending
Variance ReviewVarianceAnalyses
Period = last closed AccountingPeriod; use selected published comparison basis
PeriodEntityAccountBudget AmountActual Amount
05 SepBE-5390COA-5855243,943.4623,808.61
16 SepBE-1672COA-3030222,905.9021,609.61
27 SepBE-5835COA-9180244,448.5134,344.07
26 SepBE-3572COA-4237541,287.0028,015.29
13 SepBE-2303COA-476135,454.0039,993.87
20 SepBE-8408COA-5458146,594.7728,702.36
Variance and board packs →
Assumptions HistoryAssumptionsLog
Version = selected Version
Log NumberChange TypeDriverFrom ValueTo Value
AL-19091DriverCreatedUYFV-285TV-608
AL-47003DriverUpdatedFRFV-568TV-378
AL-80046DriverValueUpdatedBUFV-470TV-367
AL-88406FormulaCreatedGNFV-455TV-145
AL-65984FormulaUpdatedWGFV-903TV-138
AL-97232TransferAppliedGBFV-434TV-490
Drivers and assumptions →
Budget Transfer RegisterBudgetTransfers
Version = selected Version; include historical decisions
Transfer NumberPeriodFrom EntityTo EntityAmount
BT-5426205 SepBE-2073BE-159612,010.38
BT-4305306 SepBE-7038BE-52194,259.25
BT-3411006 SepBE-9018BE-783212,931.19
BT-9145612 SepBE-6176BE-342743,377.42
BT-4525814 SepBE-8751BE-985310,702.88
BT-6175624 SepBE-5742BE-506536,636.60
Budget controls →

Connect the numbers, assumptions and decisions

Budget vs Actual vs Forecastdrill-down

Per Period per Entity per Account: BudgetAmount, ActualAmount, ForecastAmount, Variance, VariancePct, ForecastVariance, with the Cost-Center Head and FluxStatus surfaced inline. Drillable from LegalEntity → Division → Department → CostCenter → Account, with the FluxComments rendered at the leaf. The FP&A Analyst's daily landing report and the close-week defense pack.

opens Variance Review →
Variance ReviewVarianceAnalyses
PeriodEntityAccountBudget AmountActual Amount
05 SepBE-5390COA-5855243,943.4623,808.61
16 SepBE-1672COA-3030222,905.9021,609.61
27 SepBE-5835COA-9180244,448.5134,344.07
26 SepBE-3572COA-4237541,287.0028,015.29
Variance and board packs →
VA-24789VarianceAnalyses
  1. NotRequired
  2. Pending
  3. Submitted
  4. Reviewed
Period
05 Sep
Entity
BE-5390
Account
COA-58552
BudgetAmount
43,943.46
ActualAmount
23,808.61
ForecastAmount
42,228.65
Variance
40,445.54

ownerFP&A Analyst

notrequired

Go from the big picture to the details behind it. Open any record to see its status, owner and history.

Illustrative records. Connections and approval states follow the authored specification.

From the first assumption to an approved plan

Plan with clear assumptions. Track every revision.

Illustrative previews from the system specification.

Setassumptions Build plan Submit Review approval Approve approval Trackvariance
Shapes describe the work. Approval steps are human tasks.
  1. 01

    Set assumptions

    Set the driver, calendar and target basis before planning.

    Build and approve the budget
    Open Budget CyclesPlanning
    Cycle CodeNameCadenceFiscal Year
    Mid Year Reforecast
  2. 02

    Build plan

    Build the draft from the selected baseline and scoped inputs.

    Build and approve the budget
    My Budget SubmissionDraft
    Version NumberCycleVersion TypeStatus
    Negotiation CFO
  3. 03

    Submit

    Freeze the revision the team is sending for review.

    Build and approve the budget
    My Budget SubmissionDraft
    Version NumberCycleVersion TypeStatus
    Negotiation CFO
  4. 04

    Review

    Review the proposal and retain the assigned planning decision.

    FP&A Director gives the planning decision after the assigned Analyst review.

    Build and approve the budget
    Pending Budget ApprovalsPending
    VersionStep OrderApprover RoleApprover
    FPADirector
  5. 05

    Approve

    Record CFO financial approval and the separate board evidence.

    CFO approves the financial proposal; external board authorization is recorded separately.

    Build and approve the budget
    CFO Budget DecisionsPending
    VersionSubmission RevisionStep OrderApprover Role
    CFO
  6. 06

    Track variance

    Compare explicit snapshots and explain material differences.

    Review variance and board packs
    Variance Review
    PeriodEntityAccountBudget Amount

Keep planning decisions in the right hands

Decision checkpoints where approval stays with your team.

Review

FP&A Director gives the planning decision after the assigned Analyst review.

Build and approve the budget
Pending Budget ApprovalsPending
VersionStep OrderApprover RoleApprover
FPADirector

Approve

CFO approves the financial proposal; external board authorization is recorded separately.

Build and approve the budget
CFO Budget DecisionsPending
VersionSubmission RevisionStep OrderApprover Role
CFO

Keep each revision accountable

Human approval and system automation have different jobs.

Approval required

Review

FP&A Director gives the planning decision after the assigned Analyst review.

Approval required

Approve

CFO approves the financial proposal; external board authorization is recorded separately.

System control

Variance analysis

System control

Approval workflows

Automated check

Reconcile closed-period actuals. Workflow actuals-load-from-gl: On the configured business-day-3 schedule or authorized retry, stage posted ledger activity under a stable source batch and cutoff. Validate account/entity mapping and reconcile totals with the source before publishing the complete Actual snapshot. Repeated loads resolve the same batch; corrected imports create a new snapshot. Never post a journal or overwrite Budget cells.

Automated check

Explain material variances. Workflow variance-recompute: After a complete Actual or Forecast snapshot is published, compute comparisons using the selected locked budget, applied transfer cutoff, accepted forecast and frozen settings. Evaluate absolute dollars and optional percent separately; zero budget gives a null percentage. RequiresFluxComment controls whether a material finding requests an explanation. Preserve earlier comparisons and their comments.

Automated check

Refresh the accepted forecast. Workflow forecast-recompute: After actuals reconciliation and acceptance of entity submissions, compute each active rolling window from accepted per-cell line snapshots plus explicitly allocated signed adjustments. Publish atomically under its own SnapshotKey. Retried calculations cannot duplicate overlays or replace a locked forecast. The window end is exclusive.

Automated check

Keep assumptions traceable. Workflow driver-update-cascade: On an authorized draft driver-value change or approved master revision, resolve the exact Version, Scenario, Entity and Period basis. Validate the expression graph before publishing all affected cells atomically; retain manual overrides and their computed comparison. No change to a master default can reprice approved lines. Record the previous and new basis in AssumptionsLog.

Automated check

Send the right revision for review. Workflow budget-submission-routing: On Draft to Submitted, freeze SubmissionRevision and assign FP&A Analyst review for the entity scope. Cost-Center Head is the submitter, not an approver. A return or material edit creates another revision; retain earlier decisions. Notifications do not grant permissions.

Automated check

Route the required decisions. Workflow budget-approval-routing: Advance the assigned Analyst review, FP&A Director planning decision and CFO final financial approval for the same revision. Record actor and delegation and reject self-approval. External board authorization is separate recorded evidence. For BudgetTransfers, bind the exact transfer revision and use the Cycle threshold route; commit balanced deltas only once after its required decision.

Automated check

Compare alternatives safely. Workflow scenario-clone-and-version: On a scenario clone request, copy the selected budget cell and driver-value basis, defaults and formula revisions into a new Scenario with Lineage. Record scenario overrides there; ForecastAdjustments belongs only to a RollingForecast. WhatIfRuns freezes its inputs and comparison outputs. A scenario run never rewrites the approved base plan.

Automated check

Prepare a consistent board pack. Workflow board-pack-generation: Five business days before MeetingDate or on an authorized request, freeze SnapshotManifest naming the selected budget revision, reconciled actuals, accepted forecast, transfer cutoff and scenario runs. Generate a PDF with a stored hash. CFO approves that exact pack for distribution; Executive Reader sees Approved or Distributed packs only. Generation and pack approval do not establish a board decision.

Automated check

Keep available budget current. Workflow commitment-tracking: On mirrored source line changes, reconcile remaining unrecognized commitments under SourceLineKey. Reduce the remainder as corresponding actuals are recognized, so the same cost is not counted twice. Refresh only the operational CommittedAmount cache. AvailableToSpend equals locked baseline plus applied transfers minus reconciled actuals minus the remaining commitment; an alert does not itself authorize or block procurement.

Automated check

Retain the board revision history. Workflow budget-revision-after-board-approval: After a verified external mandate is attached to an approved pack, create a Draft BoardApprovedRevision from the prior locked basis. Apply the proposed changes with AssumptionsLog evidence, complete the required approval route and record CFO verification of the board resolution before locking. Supersede the prior version only then, preserving all historical comparisons.

A planning workspace for every role

Upcoming Board PacksDraft
Pack NumberCycleMeeting DateAs Of Period

CFO

Owns Targets, signs off the final BudgetVersion, reviews and approves BoardPacks. The named approver at the top of the budget-approval chain.

Open Budget CyclesPlanning
Cycle CodeNameCadenceFiscal Year
Mid Year Reforecast

FP&A Analyst

Operational role. Loads Actuals, runs and reviews VarianceAnalyses, prepares FluxComments, supports Cost-Center Heads through the submission cycle, drafts BoardPacks for Director review.

Manager

Line-of-business manager with scope limited to inputs that feed budget — headcount asks, capex requests, vendor cost estimates for own org. Sees aggregate own-org budget but no peer detail.

Published Board PacksApproved
Pack NumberMeeting DateAs Of PeriodBased On Version

Auditor

Read-only with full AssumptionsLog access for compliance and internal-audit work. Includes draft and approved artifacts.

Understand what changed and why

Start with the question. Follow it to the records behind the answer.

Drill-down

Budget vs Actual vs Forecast

Per Period per Entity per Account: BudgetAmount, ActualAmount, ForecastAmount, Variance, VariancePct, ForecastVariance, with the Cost-Center Head and FluxStatus surfaced inline. Drillable from LegalEntity → Division → Department → CostCenter → Account, with the FluxComments rendered at the leaf. The FP&A Analyst's daily landing report and the close-week defense pack.

View Variance Review
Source view · Illustrative records
Variance Review
PeriodEntityAccountBudget Amount
All reports and dashboards

Prepare planning work with an agent

Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.

Budgeting & ForecastingShared data, controlled access Inbound connectionsFinance / Accountingin HR / Payrollin Sales forecastingScenarios ↓ Procurementin Project portfolioin Outbound connectionsAnalyticsout Documentsout Notificationsin and out Your agent
  • Inbound connections
    • Finance / Accountingin
    • HR / Payrollin
    • Sales forecastingScenarios · in
    • Procurementin
    • Project portfolioin
  • Outbound connections
    • Analyticsout
    • Documentsout
    • Notificationsin and out
  • Agents
    • Your agentWorks within the permissions you assign
Explore integrations →

Your agent works within the permissions you assign.

List the work that needs attention. Keep the approval with the assigned reviewer.

Download agent Agent setup guide
Illustrative exampleAfter configuration
$ curl -fsSL https://www.erp.ai/skill.md

› open Budgeting & Forecasting and list records waiting on review
Plan to approved budget · records listed with owner and age

› approve the first one at review, as its approver
Approval requiredWaiting for the assigned reviewer
FAQ

Your questions, answered.

How the system works, what you can configure and how to get started.

How do I get started?

Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.

Does a forecast change the approved budget?

No. BudgetVersions and published RollingForecast snapshots retain separate identities. A new outlook does not overwrite the locked plan. Transfers and structural revisions follow their own authorization paths.

Can departments see each other’s proposals?

Cost-Center Heads work within their permitted entity scope. Finance has the authorized consolidated view. Scope also applies to exported data, files, formulas and derived totals.

How are actuals loaded?

The configured ledger integration stages a closed-period batch with a source identity and cutoff. Reconcile mappings and totals before publishing the complete snapshot. A retry must not duplicate actuals or post a journal.

How are budget transfers approved?

FP&A Director decides up to and including the configured cycle threshold; CFO decides above it. The exact revision must satisfy the source-availability and period policy. Applied transfers add balanced deltas while retaining the locked baseline.

What happens when the budget is zero?

The absolute variance remains visible and the percentage is null. Currency and optional percentage thresholds are evaluated separately using the effective account settings.

Does approving a board pack approve the budget?

CFO packet approval permits distribution of that exact artifact. External board authorization is recorded separately. A board-mandated budget change requires a new draft revision and renewed decisions before locking.

Can we change the system with Proto?

Yes. Use the canonical specification and paired app skill to configure the application on a reviewed branch. Verify permissions, calculation identity, connector reconciliation and decision evidence before runtime release.

Is there a per-user fee?

There is no per-user fee for the base account and ordinary manual work in the official interface. Machine work, retention above the included allowance, model usage and implementation follow the published pricing terms.

Implementation

Pilot a complete planning cycle before expanding the rollout.

Read the implementation plan
  1. 01

    Agree the basis

    Confirm the planning calendar, USD scope, account mapping, entity owners, baseline and transfer policy.

    Team and ERP.ai
  2. 02

    Reconcile the sources

    Validate identities, account references, prior-period actuals and remaining commitments against their owners.

    Team and ERP.ai
  3. 03

    Configure the plan

    Load drivers and formula revisions, create scoped drafts and test the assigned review route.

    Team and ERP.ai
  4. 04

    Exercise the forecast

    Submit per-cell monthly outlooks, review and accept them, then publish an intact snapshot with allocated adjustments.

    Team and ERP.ai
  5. 05

    Review the evidence

    Explain material variance, generate the exact board packet and verify the required financial decision and external board evidence.

    Team and ERP.ai
  6. 06

    Release the pilot

    Review the Proto branch and runtime acceptance evidence before giving the configured application to the team.

    Team and ERP.ai

Pricing

The base account and ordinary manual work in ERP.AI's official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.

Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.

Pricing and account rules
Credit rate card
Machine workIncluded per $1 of credit
List/filter or get record calls20,000
Search or aggregate calls4,000
CSV or PDF exports100
Record writes4,000
Imported or synced records200,000
File upload in MB2,000
Workflow runs2,000
Code-node compute beyond included in CPU-sec12,000
Agent executions2,000
Scheduled jobs or webhook activations20,000

Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.

prepaid creditsSmallest pack $5, purchased credits never expire.

Go deeper

Explore the complete system.

Follow the operating model from the process to the people, records and decisions behind it.

Reference

ERP•AI workspace

Make it work your way.

Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.

Start now Download agent

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FinancePlanned

Audit Management

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
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FinancePlanned

Cost Accounting

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
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FinancePlanned

Subscription Billing

Turn recurring plans and product usage into clear customer billing.

  • Versioned subscription plans
  • Tiered pricing
  • Subscription changes
  • Usage metering
  • Proration
  • Recurring invoicing
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FinancePlanned

Commission Calculation

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
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FinancePlanned

Crypto/Digital Asset Accounting

General ledger, ap and ar and bank reconciliation, in one system.

  • Journal approvals
  • Aging
  • Accruals
  • Fixed assets
  • Trial balance
  • Consolidation
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