FP&A without the rebuild

The living forecast and reporting system for lean finance teams.

Your forecast, drivers, and reporting, connected in one finance platform.

Request early access

The tension

Month-end shouldn't take all month.

A lean finance team is expected to keep leadership current. But the forecast, the variance story, and the board deck get rebuilt by hand every cycle, across exports, spreadsheets, and slides that drift out of sync the moment they're saved.

6 disconnected systems

QuickBooks / NetSuite
CRM / pipeline
Billing / subscriptions
HR / payroll · Bank / cash

Days of manual work

report.xlsx exports · manual commentary · copied charts
v7_FINAL_final copy of copy

Stale on arrival

Board_deck.pptx Manually assembled, already stale

Leadership gets stale answers

Ad hoc questions arrive faster than finance can rebuild a polished answer.

Decisions run on old assumptions

The forecast goes stale because actuals and operating drivers live in different places.

Reporting becomes a fire drill

Every board cycle, the package is stitched together again from scratch.

The shift

Reporting is the output. Finla is the operating layer.

Spreadsheets are rebuilt by hand. Dashboards show numbers but never explain them. Heavy enterprise planning is more system than a lean team can run. Finla connects your finance data, drivers, scenarios, and reporting in one workspace, so the board deck stays tied to the work finance already owns.

Connect

Actuals & budgets Pipeline & billing Headcount & payroll Cash & operating drivers

Live · finance-owned

Finla finance platform

Publish

Board & management reports Variance narratives & visuals Teams answers Decks

How it works

The same month-end, re-run in Finla.

Open Finla after close and your finance workspace is already current. Here's the cycle finance actually runs, and the question it answers at each step.

Step 01 · Connected context

Everything finance touches, in one context.

Accounting, the budget workbook, CRM, billing, payroll, and cash flow into one finance-owned workspace, so you start from a current view instead of rebuilding the setup each cycle.

Sources · synced this morning

Accounting · QuickBooks Actuals
Budget workbook Plan
CRM & billing Pipeline · ARR
HR & payroll Headcount
Bank & cash Runway

Step 02 · Living forecast

Open Finla and the forecast is already current.

Revenue, headcount, payroll, opex, and runway move from assumptions finance owns and governs. Change one driver and the forecast moves with it.

"Update Q3 using current pipeline."
Revenue forecast · FY25 Actuals → forecast
Win rate 24%
New hires +6
Monthly churn 1.8%
Runway 18 mo

Step 03 · Driver-based variance

Not just what missed, but why.

Finla explains the result with the operational drivers behind it, like pipeline slips, win-rate, hiring delays, churn, and vendor spend, instead of stopping at the accounting line.

"Why did revenue miss forecast?"
Revenue vs forecast · March −$418K
−7.2%

Explained by drivers

2 enterprise deals slipped to Q2 −$310K
Win rate down 3 pts vs plan −$74K
Expansion below plan −$34K

Step 04 · Scenario planning

Test the decision before it hits the forecast.

Model a hiring delay, slower pipeline, or higher churn and see the impact on P&L, cash, and runway, side by side with the base case, before you commit.

"Show the downside if hiring slips two months."
Base case Hiring slips 2 mo
Runway 18 → 14 mo
Ending cash −$2.1M
Breakeven +1 qtr

Step 05 · Management reporting

Turn the latest finance context into board-ready reporting.

Finla drafts narratives, visuals, summaries, and decks from the same current forecast and drivers, so finance can review the story in minutes instead of rebuilding another spreadsheet.

"Prepare the board summary from this month's results."
Board summary · March Draft

Revenue closed at $5.4M, 7.2% below forecast, driven mainly by two enterprise deals slipping into Q2. Pipeline coverage for next quarter remains healthy at 3.1x.

Headcount additions were deferred one month, holding opex 4% under plan. On the current forecast, runway extends to 18 months.

Who it's for

Built for lean finance teams that report by hand.

Finla is currently onboarding teams where the product is a strong fit, with clear criteria for where it may not be the right match yet.

A strong fit

  • On QuickBooks or NetSuite, with a lean finance team
  • Recurring board or management reporting
  • Forecasts and variance commentary built manually today
  • Operating data across CRM, billing, payroll, and cash

Not the right fit yet

  • No recurring reporting process
  • No clear finance owner
  • No usable operating data to connect
  • Looking to replace the accounting close itself

Trust & control

Finla suggests. Finance decides.

Finla prepares forecast updates, explanations, and reports for finance to review, refine, and approve before anything is shared.

You own the assumptions

Forecasts run on governed assumptions finance sets and controls, not a black box you have to take on faith.

Everything is reviewable

Updates, narratives, and drafts are proposed for your approval and edit, never auto-sent to the board.

Works with your systems

Finla sits alongside QuickBooks, NetSuite, and your close. It doesn't replace them, or finance judgment.

Why Finla

Days of reporting work, ready in minutes.

A working product, demo-ready today on QuickBooks and NetSuite, built by someone who has lived the month-end.

Minutes

For supported reporting workflows that used to take days.

One platform

Forecast, drivers, scenarios, and reporting in one connected workspace.

10 years

Of hands-on FP&A experience behind how Finla works.