CompounderBudget and forecast in the same structure as actuals.
Put budget and forecast on the same lines as the income statement, per company and for the group. Follow up every month and see straight away where you drift from plan — and why.
| Line | Actual | Budget | Variance |
|---|---|---|---|
| Net revenue | 124.2 | 131.8 | −7.6 |
| Gross profit | 52.3 | 54.9 | −2.6 |
| Personnel costs | −28.4 | −29.1 | +0.7 |
| Other external costs | −11.6 | −11.2 | −0.4 |
| EBITDA | 12.3 | 14.6 | −2.3 |
A plan you can actually follow up.
The budget lives in the same structure as the books, so following up takes no extra work each month.
Structure
The same lines as actuals
The budget sits on the income statement's lines and accounts, so actuals and plan compare line by line.
Level
By company and dimension
Plan by company, region, business area or cost centre and follow up at the same level.
Forecast
A new forecast when things change
Add forecasts during the year and compare them with both budget and actuals.
Variances
See where and why
See which lines and companies deviate the most, and let AI explain what drives the gap.
AI
Budget in your AI
Ask about budget and actuals in Claude, ChatGPT or Copilot, with the same numbers as in the platform.
Cash
The plan in the cash forecast
The budget feeds the cash forecast for the weeks after the known invoices.
Explain the variance before anyone asks.
The variance against budget is rarely the answer. Ask what lies behind it, and follow the answer down to company, account and voucher.
Revenue is SEK 7.6m below budget, mainly due to lower sales in Sweden and Denmark. Higher gross margin in Norway and lower personnel costs recover part of it, and EBITDA lands SEK 2.3m below plan.
and other AI toolsUpdated with the books
Actuals come from the books, so the follow-up is current without anyone exporting anything.
The same definitions
Lines and KPIs are calculated the same way in budget, forecast and actuals, in every company.
The whole group →
Each company's plan rolls up into the group structure and is followed up the same way as actuals.
Follow up the plan without Excel.
Connect your company and see actuals against budget in the same structure as your income statement.