Budgets & forecasts
See spending before it surprises you.
Separate actual spending, open commitments and upcoming payments in a view you can explain.
- AI + familiar tools
- Role-scoped
Designed for the whole workflow.
Separate actual spending, open commitments and upcoming payments in a view you can explain.
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Actuals and commitments
See recorded spending next to open commitments and what remains available.
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Revisions with history
Propose a budget revision and keep earlier versions visible.
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Period controls
Work within defined periods, with rollover and cost spreading handled as explicit choices.
From allocation to answer.
A budget you can explain line by line.
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1. Set the allocation
Define a budget for a period and a scope.
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2. Record the spending
Expenses count towards the budget on a stated basis.
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3. Track commitments
Open commitments and upcoming payments appear separately from actuals.
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4. Review and revise
Propose a revision and keep the earlier version.
What you can do
A budget view with a stated basis.
Each figure says what it includes, so the numbers can be explained to someone else.
- Compare allocation, actual spend, open commitments and available budget.
- See the basis used, for example recorded gross amounts in GBP.
- Review a rollover before it is applied.
- Spread an annual cost for management purposes while the source invoice stays unchanged.
- Open the report behind a figure.
Forecasts are not promises.
Be clear about what the numbers are.
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Management view
Budget figures support management decisions. They are not a tax or accounting treatment.
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Nothing changes silently
A rollover or revision is reviewed before it is applied.
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Role-scoped
People see the budgets their role allows.
A few useful answers.
What does the budget count?
It states its basis. In the sample it uses recorded gross amounts. Check the basis shown on your own budget.
Can I change a budget after it is set?
Yes, by proposing a revision. Earlier versions stay visible.
Are forecasts guaranteed?
No. Forecasts are based on the records and commitments entered, and they are only as complete as those records.
Does cost spreading change the invoice?
No. Spreading is a management allocation. The source invoice stays unchanged.
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.