Connecting XeroIntegrations
Authorise Xero via OAuth to auto-import actuals and map your chart of accounts to forecast categories.
Connecting QuickBooksIntegrations
Connect QuickBooks Online to sync actuals every 6 hours and keep your forecast aligned with reality.
Importing Data from Excel / CSVIntegrations
Upload XLSX or CSV files, map columns, and validate data before importing actuals or other records.
Importing ActualsActuals & Reforecasting
Bring in actuals automatically from connected accounting tools or manually via Excel / CSV.
Forecast vs Actuals ComparisonActuals & Reforecasting
Compare every forecast line against actuals with favourable / unfavourable variance highlighting.
ReforecastingActuals & Reforecasting
Use one-click reforecast or rolling forecasts to keep projections aligned with reality.