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๐Ÿ’ฐ SOLUTION

Budgeting & Planning

Replace email chains and conflicting Excel versions with a collaborative, automated budgeting process. Build your annual budget 3ร— faster with driver-based models.

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70%
๐Ÿ’ฐ FY 2025 Annual Budget NextFPA Budgeting ยท Collaborative ยท Driver-Based IN REVIEW v2.4 โœ“ DEPARTMENTS Marketing $420K ยท Submitted โœ“ Engineering $640K ยท Approved โœ“ Operations $280K ยท In Review โ€ฆ Finance $90K ยท Draft โ€ฆ HR & People $160K ยท Pending TOTAL BUDGET $1.59M FY2025 APPROVAL CHAIN 3 of 4 depts approved ยท 75% BUDGET vs ACTUAL โ€” Q1โ€“Q4 $500K $300K $100K Q1 Q2 Q3 Q4 โ€บ Budget Actual Forecast SCENARIO PLANNING Bear Case -12% $1.4M rev Base Case โœ“ $1.6M On plan Bull Case +18% $1.9M rev Scenarios update in real-time when drivers change DRIVERS Headcount 142 FTE Avg Salary $94K Rev per Head $126K COGS % 42.1% AUTO-LINKED TO: ๐ŸŸฃ Workday HRIS ๐ŸŸฆ SAP Actuals โ˜๏ธ Salesforce ๐Ÿ“‹ Excel Models โšก Live Sync NextFPA Budgeting ยท 3 of 4 departments submitted ยท Last updated 8 min ago ยท sam@nextfpa.com
Time saved
4 wks
Go-live
200+
Integrations
98%
CSAT
ANNUAL BUDGET PLANNING โ€” FY 2025 Collaborative ยท Driver-Based ยท Automated ยท 3ร— Faster ๐Ÿ“‹ Budget Active DEPT SUBMISSIONS Marketing $420K submitted Approved Operations $280K submitted Approved Engineering $640K submitted In Review Sales $320K submitted Approved Finance $90K submitted Approved HR Awaiting submission ๐Ÿ• Pending 5/6 departments complete ยท 83% BUDGET vs ACTUAL โ€” Q1โ€“Q4 FY 2025 ยท All Departments ยท $M 0 0.4 0.8 1.2 1.6 Q1 Q2 Q3 Q4 โ–ธ Budget Actual Over Budget Forecast +$58K over Q3 Marketing FY Total: Budget $1.75M Actual $1.69M SCENARIOS Base Case $1.75M Active Scenario โœ“ Optimistic +8% $1.89M High growth hiring Conservative โˆ’5% $1.66M Freeze headcount APPROVAL CHAIN โœ“ FP&A Director โœ“ CFO Review โ—‰ Board โ†’ Pending ๐Ÿค– AI BUDGET INSIGHT "Q3 Marketing is 13.8% over budget ($58K). Recommend reallocating $40K from Q4 trade shows. Forecasted annual variance: +$18K favorable." Apply โ†’
Key Capabilities

What You Get with Budgeting & Planning

๐Ÿ“…

Budget Automation

Centralized collection, version control, and consolidation. No more email chains or "which version is right?"

01
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Driver-Based Templates

Pre-built headcount, revenue, CAPEX, and OpEx templates โ€” customized and connected to live data.

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Scenario Planning

Build unlimited what-if scenarios instantly. Version A vs B ready in hours, not days.

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Approval Workflows

Route budgets with automated reminders. Full audit trail from submission to sign-off.

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Budget vs Actual

Automatic variance reporting as the year progresses. Catch issues before month-end.

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๐Ÿ–ฅ๏ธ

Excel-Native Entry

Finance enters budgets in Excel. Live data, version control, and centralized storage behind the scenes.

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Why NextFPA

Built for Finance Teams That Live in Excel

  • Implemented in 4โ€“6 weeks โ€” not 6โ€“12 months
  • 100% Excel-native โ€” no retraining required
  • Finance-background success manager from day one
  • 200+ pre-built ERP & data source integrations
  • FP&A Genius AI included in every plan
  • SOC 2 Type II certified enterprise security
Start Free โ€” 2 Users โ†’
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"NextFPA's budgeting & planning transformed how our team works. What took 3 days happens automatically now. Our team finally has time for real strategic analysis."

FM
Finance Director
Enterprise company ยท 600+ employees

Quick Stats

70%
Time saved on reporting
4 wks
Average go-live time

Try Budgeting & Planning Free Today

2 users, full access, no credit card. Sam sets you up within 4 hours.

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