Platform · Templated applications
Planning templates, built on numbers you already trust.
Workforce, financial reporting, OPEX, sales capacity, and project plans, pre-built on the same reconciled model behind your close, not a blank canvas waiting for a spreadsheet import.
Finance & Operations · 18 team members
| Business unit | Prior yr. | Target |
|---|---|---|
| Distribution | 24.5M | 26.6M |
| Trading | 18.2M | 19.8M |
| Holdings | 9.6M | 9.9M |
Ties out to the audited statement
Works with what you file
Why templates
Reconciled once, reused across every template.
Built on numbers already reconciled
Every template reads from the same reconciled actuals as the rest of the model, not a spreadsheet re-keyed to fit the format.
Customize instead of starting blank
Definitions, dimensions, and layout are pre-built. Adjust what your plan needs; skip rebuilding the plumbing underneath it.
Holds from one entity to a group
The same template structure rolls up across entities as headcount, revenue, and complexity grow, no re-platforming later.
Five templates, one model
Open one and the fields are already answered.
Model roles, compensation, and hiring timing against the same actuals base used across the rest of the plan: a hiring scenario recomputes the P&L forecast instantly.
Board packs and management reporting generated straight from the one reconciled model, so the deck in front of the board and the ledger behind it never quietly diverge.
Driver-based operating-expense budgets sit on reconciled actuals, with variance-to-plan drawn from the same cited figures used in the close.
Reps, ramp time, and territory load connect to the same financial model, so a capacity change flows into cost and revenue forecasts together, not two disconnected plans.
Track plan timing and resourcing against the same governed definitions finance already uses, instead of a project spreadsheet reconciled by hand afterward.
Department Staffing
Product Engineering
Rania Al-Sayed
Head of Engineering
Senior Analyst, FP&A
Reports to Rania Al-Sayed
The trust chain, in practice
What each template ties out to.
Every export
- Filed
- Extracted
- Reconciled
- Cited
- Exported
“Every headcount line opens onto the payroll export it was built from: filed, extracted, reconciled, cited.”
“A variance figure in the board pack always ties back to the printed subtotal in the source statement, not a re-typed number.”
“Nothing exports as a finished report until the reconciliation checks between all three statements agree.”
Questions
Before you start from a template.
Can I customize a templated application? +
Yes. Every template is a starting point, not a fixed form. Definitions, dimensions, and layout are pre-built, but every line stays editable inside your own model.
Do templates work for a single entity or a full group? +
Both. The same template structure holds for one entity and rolls up across a multi-entity group as you add more, with each entity keeping its own reconciliation trail.
Which planning templates are available? +
Workforce planning, core financial reporting, OPEX planning, sales capacity, and project planning are the five covered here. The rest of the platform’s planning surfaces are described on the main Platform page.
The state of AI in finance · 2026
The model improved. The numbers still don’t.
- of finance leaders say their C-suite has mandated AI use.
- name data quality the #1 bottleneck to AI in finance.
- expect AI agents to run most FP&A work within two years.
- say forecasting accuracy is their top FP&A priority.
Sources: Vena 2026 FP&A benchmark; PwC 2026 AI predictions.
Start from a template
Put a template under your next planning cycle.
Book a demo and we'll load a template against a sample of your own reconciled data: same model, same trust chain, day one.