Finance Team Should Be Analyzing Business —Not Preparing the Data.
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Automate Financial Forecasting & End Spreadsheet Chaos with AI-Powered Intelligence
Eliminate manual work, reduce errors, and generate accurate forecasts in less time.
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Increase collaboration during forecasting and budgeting cycles with automated and custom workflows
Align Finance, Sales, HR and Operations in one platform with real-time updates and approvals.
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Link operational KPIs to financial outcomes through our Performance Management module
Connect the dots between actions and results to drive smarter and faster decisions.
FPnAInsights is AI forecasting software that brings budgeting and forecasting automation, financial reporting automation tools, and performance management for finance teams into one connected platform, so your team spends time on analysis, not data prep.
3.5x
Up to 99%
40–60%
80%+
Built by Finance Executives for Finance Teams. Loved by Business Teams
From Spreadsheet Chaos to Connected FP&A
BEFORE: Spreadsheet Driven FP&A
- Collect data from multiple sources
- Chase departments for inputs
- Multiple versions of the truth
- Manual consolidation and rework
- Reports take days to prepare
- Very less time for analysis
- Business users struggle with spreadsheets
AFTER: Connected FP&A with FPnAInsights
- Automated data integration
- Collaborative planning & inputs
- One source of truth
- Automated consolidation & workflows
- Real-time reports and dashboards
- More time for analysis & insights
- Easy for everyone, not just Excel experts
With FPnAInsights you move from manual work to collaboration, analysis and better decisions
Most finance teams lose days each month consolidating files and chasing inputs. With predictive financial reporting, your reports update as your data changes, and AI financial data insights flag variances, risks, and opportunities before the month closes. Our AI cash flow forecasting automation replaces static cash models with rolling forecasts you can trust, so you can plan hiring, spending, and growth with confidence.
Excel-Centric FP&A Platforms Vs. FPnAInsights
Approach
FPnAInsights
Excel-Centric FP&A Platforms
User Experience
FPnAInsights
Excel-Centric FP&A Platforms
Business Users
FPnAInsights
Excel-Centric FP&A Platforms
Planning
FPnAInsights
Excel-Centric FP&A Platforms
Analytics
FPnAInsights
Excel-Centric FP&A Platforms
Goal
FPnAInsights
Excel-Centric FP&A Platforms
Excel isn’t the problem. Making Excel the operating layer for FP&A is.
See It Live in ActionConnected FP&A starts with connected data
Strengthen Your FP&A with Connected, Secure and Scalable Data Integrations.
Bring financial and operational data together from across your technology stack into one trusted foundation for reporting, forecasting, budgeting and performance analytics.
Your Existing Technology Stack
ERP & Accounting
NetSuite · Sage Intacct · QuickBooks · SAP · Dynamics · + More
CRM
Salesforce · HubSpot · Dynamics CRM · Zoho · + More
HR & Payroll
Workday · ADP · Paylocity · + More
Operational Systems
Billing · PSA · ATS · Projects · Inventory · Custom Apps
Data & Files
Databases · Warehouses · Excel · CSV · Flat Files
Connect the way your environment requires
One Connected Financial + Operational Data Foundation
What Sets Us Apart
Discover the unique advantages that make FPnAInsights the preferred choice for financial professionals
One platform for finance, sales, and HR: sales forecasting and planning,workforce planning software, and AI workforce analytics all share the same trusted data.
All-in-One Business Planning
Comprehensive planning tools for all your business needs in one platform.
AI That Thinks Like You
Our AI adapts to your thinking patterns and business logic.
Conversational Insights
Get actionable insights through natural language conversations.
Real-time Collaboration
Work with your team simultaneously from anywhere in the world.
Cloud Security
Enterprise-grade security for your sensitive financial data.
Advanced Analytics
Deep dive into your data with powerful visualization tools.
FPnAInsights Platform
Transform your financial planning and analysis with AI-powered insights and intelligent forecasting
Dashboard
Real-time dashboards with anomaly detection and predictive insights—so you see issues before they happen and act with confidence.
Intelligent Forecasting
AI forecasting software that goes beyond the numbers. Anticipate revenue and cash flow, run what-if scenarios, and prepare for any outcome with automated AI cash flow forecasting.
Virtual CFO
Your AI-powered Virtual CFO—delivering instant financial guidance through natural language Q&A. Get clear, strategic insights on demand, so you can make smarter decisions without waiting for reports.
Expense Optimization
Turn expense management into a strategic advantage. FPnAInsights uncovers hidden savings, streamlines costs, and ensures every dollar supports growth.
Automated Reporting
Use financial reporting automation tools to generate accurate reports instantly. Predictive financial reportinggives finance, sales, and HR leaders real-time numbers without manual effort.
Budgeting & Performance
Align budgets, KPIs, and goals with budgeting and forecasting automation and performance management for finance teams. Track results in real time and adjust plans before problems grow.
Powerful Features
Discover how our platform empowers your business with intelligent, secure, and collaborative tools.
AI-Powered Forecasting
Predict market trends with precision using AI-driven insights.
Real-Time Collaboration
Work seamlessly with your team using live updates and comments.
Scenario Modeling
Simulate multiple strategies and evaluate potential outcomes.
Excel Integration
Connect directly with Excel while leveraging analytics power.
Cloud Security
Enterprise-grade security keeps your data safe and compliant.
Advanced Analytics
Unlock deep insights with machine learning and predictive models.
Built for Staffing & Recruiting Finance Teams
Staffing companies run on thin margins, weekly payroll, and delayed client payments. A spreadsheet can’t keep up with that, and FPnAInsights is built for it.
Our FP&A software for staffing companies gives you a ready-to-usestaffing company financial model that connects your ATS, PSA, payroll, and accounting data. With cash flow forecasting for staffing companies, you can see weeks ahead whether your staffing payroll cash flow forecastis covered by incoming receivables, and manage staffing company working capital before it becomes a problem.
Track what matters with staffing company financial KPIs and a live staffing company financial dashboard. Understand staffing company gross margin by client, role, and recruiter, and run staffing client profitability analysis to find which accounts make money and which quietly lose it.
Use revenue forecasting for staffing companies built on placements, billable headcount, bill rates, and pipeline. Our staffing revenue forecasting model and IT staffing financial forecast templates help you plan with real drivers, not guesses. Our financial forecasting software for staffing companies also supports staffing company profitability analysis, so you can see the true margin behind every contract.