Build a defensible annual budget — in days, not weeks of spreadsheet chaos.
Upload last year's numbers, confirm the mapping, set your assumptions. Budget Builder produces a monthly budget, three scenarios and a Power BI-ready model — with every figure traceable to an assumption you entered.
How it works
- 1
Upload prior-year actuals
Excel or CSV. Every row is validated before anything is stored — no silent corrections.
- 2
Map your accounts
You confirm each account against the Finviq category structure. Your mapping is saved for next year.
- 3
Enter your assumptions
Growth, price and volume, inflation, headcount, seasonality, % of revenue or manual monthly figures.
- 4
Generate and compare scenarios
Base, Upside and Downside from the same source data, calculated deterministically.
- 5
Validate and approve
Automated checks for unmapped accounts, missing months and reconciliation before you sign off.
- 6
Export a Power BI-ready package
Tidy fact and dimension tables plus a full assumption audit trail.
Built the way a finance director works
Deterministic by design
No AI invents your numbers. Totals are calculated from your data and your assumptions — run it twice, get the same answer.
Assumptions you can defend
Every driver is recorded and exported, so you can explain any line in a board meeting.
Scenario planning as standard
Base, Upside and Downside built from one source of truth, comparable side by side.
Your data stays yours
Private storage, organisation-level isolation, full audit log, and one-click deletion of everything.
Ready to build next year's budget?
Create your workspace and upload prior-year data. Questions first? Email hello@thefinviq.com.