Build budgets on the same financial structures as actuals, keep the approved plan intact, and reforecast as conditions change without losing the history behind the numbers.
Start from the same account, entity, dimension, and counterparty structure used in reporting. Historical actuals stay beside the plan instead of being copied into a separate model.
Keep the original budget as the baseline approved by leadership or the board. Create working forecast versions as assumptions change without rewriting that reference point.
Compare actuals with the original budget or any forecast version, then move from the group variance to the entities, accounts, dimensions, and transactions driving it.
Control keeps the baseline, the current outlook, and the actual result in one model so every planning cycle begins with context.
Build and approve the reference plan without disconnecting it from actuals.
New actuals arrive against the same accounts and operating dimensions.
Update assumptions in a forecast version while the approved baseline stays intact.
Identify where the outlook moved and follow actual variance to its drivers.
No. The original budget remains available as the approved baseline. Forecasts are separate versions that can be compared with it and with actuals.
Yes. Planning can use the operating depth relevant to the model, including entity, account, dimension, and counterparty.
Actuals come from the same synchronized Control ledger used by financial reporting, so the comparison updates as accounting data changes.
Yes. Saved forecast versions provide distinct outlooks that can be selected and compared with the original plan and actual results.
Connect an accounting system yourself, or book a tailored demo and we will prepare the first view with you.