Budgeting & forecasting
Know where the money and the work are heading
We build budgeting and forecasting tools with modern interfaces, so finance and operations leaders can plan budgets, track actuals, test scenarios and make hiring and allocation decisions with confidence.
- Budget planning
- Demand forecasting
- Scenario planning
- Hiring decisions
From history to a decision
How a forecast becomes a hiring or allocation decision
- STEP 1Historical dataHours, projects, billing
- STEP 2Forecasting engineTrend + seasonality
- STEP 3Future demandWith a confidence range
- STEP 4Capacity gapWhere demand exceeds supply
- STEP 5Hiring / allocation decisionHire, reallocate, or wait
Select a step to see what happens there.
Forecasting demo
Change the growth scenario and watch the gap move
A CPA-style demand pattern with peaks in tax season and around the October 15 extension deadline. Hover the chart for monthly values.
Demand forecast vs. capacity
Billable hours per month, thousands · Oct 2025 – Sep 2027
- Actual demand
- Forecast
- Forecast range
- Current capacity
- Capacity with hiring plan
- Capacity gap
View chart data as a table
Budgeting
Budgets people can actually work with
Budgeting software for software firms that replaces spreadsheet sprawl with one place to plan, track and explain.
Budget planning
Annual and rolling plans with approvals.
Department budgets
Owners plan and track their own lines.
Project budgets
Hours and cost per project or engagement.
Resource costs
Rates and headcount tied to plans.
Scenario planning
Compare base, conservative and growth cases.
Variance analysis
Budget vs. actual with drill-down.
Budget vs. actual · FY2026 year to date
Variance flagged by direction and percentage
- Budget
- Actual
- ▲ over budget · ▼ under budget
Demo data. Annual budget, year-end forecast and department lines are illustrative.
Questions these tools answer
Decisions, not just reports
Do we need to hire, and when?
See the capacity gap by month and role, and how much a hiring plan closes it.
Can we cover demand with who we have?
Compare reallocating current staff against hiring, using real utilization data.
Which budgets are drifting?
Spot departments and projects trending over budget before quarter end.
What if growth is faster than planned?
Run a growth scenario and see the effect on capacity and cost.
How should we staff next season's projects?
Forecast demand by project type and plan staffing ahead of time.
How are we using our people now?
Current utilization by team, person and service line, next to the forecast.
Planning next year's budget?
We can connect to your existing data and have a working budgeting and forecasting prototype to review.