Love your Excel models? Keep every formula, every model, every workflow. FP&A System adds live data from 200+ sources, AI forecasting, version control, automated consolidation, and real-time dashboards — without changing how you work.
Finance teams who choose the Excel-Enhanced path get all the power of AI — live data feeds, automated consolidation, AI forecasting, version control — without abandoning the Excel workflows they've spent years perfecting.
Your existing formulas, models, and workflows — zero changes. These are the gaps FP&A System fills automatically.
SAP, NetSuite, Salesforce, ADP, and 197+ more systems push data directly into your Excel models overnight. No more manual copy-paste from ERP exports.
Every Excel save is versioned automatically. See who changed what, when, and why. Roll back any model to any previous version. Full audit trail for compliance.
AI forecasting model runs alongside your Excel models — not replacing them. Compare AI predictions vs your manual models. 94%+ accuracy improves every month.
Consolidate all subsidiaries automatically. Multi-currency IC eliminations done for you. Your local Excel models feed into a master consolidation without manual work.
Live web dashboards alongside your Excel models. CFO and executives see real-time KPIs without waiting for weekly Excel exports. Drill down to any line.
Budget submission workflows, approval routing, and comments — all connected to your Excel models. No more emailed spreadsheets. No more version confusion.
AI monitors variance between actuals (live from ERP) and your Excel budgets 24/7. Instant alerts when anything deviates — you know before the CFO asks.
AI pulls data from your Excel models + live systems to auto-generate board packs. AI writes the commentary. One-click PDF. 5 minutes — not 3 days.
Automated bank feeds and AI 13-week cash forecasts — connected to your existing Excel cash models. Real-time visibility the CFO and treasurer need.
Connect your ERP, CRM, HRIS, and banking systems via pre-built connectors. Zero custom code. Your Excel models are imported and linked to live data feeds automatically.
AI trains on your historical data. Live data feeds validated against your Excel models. Version control activated. All existing formulas verified — nothing breaks.
Executive dashboards configured for your KPIs. Budget submission and approval workflows set up. AI anomaly alerts calibrated. Team training: 2 hours max.
Full go-live. First automated board pack delivered. Live data flowing into Excel every morning before your team arrives. 87% less manual data collection from day one.
Keep every Excel model you've built. Add AI power, live data, and automated reporting — without disrupting a single workflow.