+ FOATT Planning

Build your budget today. Run your forecast by Friday.

Plan versus actual on a live general ledger, in a grid that works like Excel.

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Planning FY26 Forecast v3

Live Saved 12s ago

6080 · Apr26

=[Headcount] * [Avg Monthly Comp]

Account

ACT

Jan 26

ACT

Feb 26

FCST

Mar 26

FCST

Apr 26

FCST

May 26

FCST

Jun 26

FCST

Jul 26

4000 Sales Revenue

165k

169k

173k

177k

181k

185k

190k

4100 Service Revenue

42k

43k

44k

45k

46k

47k

48k

REV Total Revenue

207k

212k

217k

222k

227k

232k

238k

5000 COGS

(62k)

(64k)

(65k)

(67k)

(68k)

(70k)

(71k)

GP Gross Profit

145k

148k

152k

155k

159k

162k

167k

6080 Payroll

(96k)

(98k)

(101k)

(104k)

6090 Rent

(16k)

(17k)

6110 Software

(5k)

(6k)

6200 Advertising

(12k)

(11k)

(13k)

(12k)

(14k)

(13k)

OPX Total Opex

(129k)

(128k)

(132k)

(136k)

(138k)

(140k)

OPI Operating Income

16k

20k

23k

24k

27k

Connects with qbQuickBooks Online NSNetSuite CSVAny general ledger export

Don't see yours? Sign up and name it during setup. We build live syncs in the order customers ask for them.

Drag-and-drop reports

The report you need is one drag away.

Drag accounts, dimensions, and time onto the report canvas. Re-arrange columns by grabbing them. Drop a department on rows and a quarter on columns, and the data pivots in place. No SQL, no IT ticket, no waiting until next month.

Pivot rows, columns, and filters by dragging

Save any view as a named report and reuse it next month

Stacked filters, nested groupings, custom totals

Q2 Department P&L UNSAVED

Drag fields onto the canvas

Revenue 4000 COGS 5000 Opex 6xxx EBITDA fx Department Location Quarter Month

Rows

Department

Columns

Month

—

Drag a column field here

Drag a field onto Rows or Columns to start

Account

Mar 26

Apr 26

May 26

Jun 26

Jul 26

4000 Sales Revenue

173k

177k

181k

185k

190k

5000 COGS

(65k)

(67k)

(68k)

(70k)

(71k)

6080 Payroll

(98k)

(101k)

(104k)

6090 Rent

(16k)

(17k)

6110 Software

(5k)

(6k)

Right-click anything

Right-click any cell to drill, comment, lock, or revert.

Right-click any cell to drill into actuals, view full edit history, jump to the related account, copy a deep link to share with your team, lock the value, leave a comment, or revert. Power-user shortcuts everywhere.

Cell-level history: who changed what, when, and why

Drill into the actual transactions behind any number

Deep-link any cell. Paste it in Slack and it jumps right there

Full keyboard shortcuts. Mouse optional.

Fluid navigation

Drill, slice, and zoom without losing your place.

Click any account to see its breakdown. Click any dimension to filter the whole plan. Breadcrumbs let you back up one click at a time. The grid stays the grid, and your context never resets.

Planning FY26 Forecast Sales Q2 26 Payroll Click any crumb to go back

1. Plan view

Start in the full plan. All accounts, all departments, full year visible.

2. Dimension click

Click 'Sales' in the dimension picker. Plan instantly filters.

3. Period zoom

Click the Q2 header. Just those three months expand to fill.

4. Account drill

Click 'Payroll'. Its sub-accounts appear inline. Hit Esc to back out.

How it works

Connect. Plan. Report.

QuickBooks Online

One-click sync

NetSuite

One-click sync

QuickBooks Desktop

CSV import

CSV

Any other ledger

CSV import

F FOATT Planning

Importing

Chart of accounts 412 accounts

Actuals · 36 mo 13,284 lines

Departments 8 dimensions

Editing Payroll · Apr 26

fx = [M-1] * 1.013 F2 to edit

(296k)

(300k)

(305k)

(309k)

(313k)

= formula Ctrl+R fill right Ctrl+Z undo F2 edit cell

Drivers (optional)

D Headcount

D Locations

D Avg salary

$8.4k

+5%

Payroll = headcount × avg_salary

Drivers feed any cell that wants them. Skip them entirely if you don't; FOATT works as a plain spreadsheet too.

Saved report · Q2 by department

Department

Apr

May

Jun

Q2 Total

Sales

162k

168k

175k

505k

Engineering

99k

103k

107k

309k

G&A

37k

38k

39k

114k

Marketing

26k

27k

28k

81k

Share link As chart Schedule weekly

Built for finance teams

Planning should move as fast as the business does.

Your numbers deserve better than budget_v17_FINAL.xlsx.

01 Familiar by design

Your muscle memory works on day one.

F2 to edit. Tab to move right. Ctrl+C / Ctrl+V / Ctrl+Z. Drag-fill the corner. The Excel shortcuts you actually use, mapped one-to-one.

F2 edit Ctrl+C copy Ctrl+V paste Ctrl+Z undo ⇥ next ↵ down = formula Ctrl+D fill down Ctrl+R fill right

02 Real formulas

Cell refs, ranges, lookups, plus ours.

Standard syntax, plus ACTUAL(), relative periods like [M-12], and drivers by name.

fx = 4000! * 0.38

fx = ACTUAL([M-12]) * 1.1

fx = [Headcount] * [Avg Monthly Comp]

03 Drag-and-drop reports

Pivot any view by dragging.

Save it, share a link, schedule it weekly.

Rows ← drag here

Department

Available

Quarter Location Project Vendor

04 Cell-level history

Who changed what. When. Why.

Every change is logged. One click to revert.

JB (309k) fixed payroll formula 2h ago

MR (305k) raised by 1.3% (CPI) Yest.

— (296k) actuals close Mar 31

05 Fluid navigation

Drill, slice, zoom. Never lose your place.

Click a dimension. Click an account. Click a breadcrumb to back out.

Planning FY26 Forecast

Planning FY26 Forecast Sales

Planning FY26 Forecast Sales Q2 26

06 Scenarios & approvals

Fork plans. Compare side-by-side. Lock when signed off.

FY26 Base —

FY26 +20% growth +18%

FY26 -10% case -12%

Pricing

Pricing that fits the size of your business.

14 days free, no credit card. Cancel anytime.

Cancel anytime. Your plan runs to the end of the period you've paid for, and annual plans come with a 14-day money-back guarantee.

Starter

For solo finance leads getting their first budget online.

$149119 / mo billed yearly

Start free trial

1 company

Up to 3 users

Up to 250 GL accounts per company

Company-level budget (no dimensions)

Planning module

Driver / assumption rows

Plan export & import

Export reports to Excel

Variance reports (plan vs actual)

Import GL data

Accounting system integration (QuickBooks Online + NetSuite)

Unlimited plan versions and reports

Live collaboration: see who's in the plan, comment on any cell, @-mention teammates

What-if scenarios, plan forks, and merging a fork back

Cell history and deep links to any number

Recommended for most teams

Growth

For finance teams running real planning cycles across a few companies.

$349279 / mo billed yearly

Start free trial

Everything in Starter, plus:

Up to 3 companies

Consolidated reports across your companies

Up to 10 users

Up to 1,000 GL accounts per company

Up to 25 dimensions per company (department, location, project, cost center)

Plan rollback (cell, sheet, group restore)

Export reports to PDF

Scheduled report email delivery

Month-end variance review

Dimension hierarchies

Pro

Full toolkit for multi-entity finance organizations.

$699559 / mo billed yearly

Start free trial

Everything in Growth, plus:

Up to 10 companies

Up to 50 users

Unlimited GL accounts per company

Unlimited dimensions per company (department, location, project, cost center)

Restore plan to point in time

AI explanations (variance review, etc.)

Multi-currency support

Export audit logs

Custom dimension types beyond the four defaults

Dimension slices (multi-dim planning rows)

Balance sheet planning

FAQ

Questions, answered.

Any system that can export a general ledger. QuickBooks Online and NetSuite connect directly and sync your chart of accounts and GL in one click. Everything else comes in through a CSV import of your GL: map the columns once and it builds your chart of accounts and ledger in one step. Don't see yours? Sign up anyway and name it during setup. We build live syncs in the order customers ask for them.

Same keyboard shortcuts (F2, Ctrl+C/V/Z, Tab, Enter; ⌘ on a Mac), same drag-fill, same cell references, same formula syntax. We added drivers, dimensions, and live GL data, but if you already know Excel, you already know FOATT.

No. Drivers are optional. Most teams start with plain formulas and add drivers later when they want headcount or location changes to ripple through the plan.

Yes, on Growth and Pro. Dimensions let you break any account out by department, location, project, or cost center, and roll it back up. Starter is a company-level budget without dimensions.

You pick a plan, or your account locks. Nothing is deleted: you can still sign in, and subscribing later restores everything as you left it. We keep your data for 90 days after a subscription ends.

Upgrade or downgrade any time from billing; the difference is prorated. Cancelling stops the next renewal and your plan runs to the end of the period you've paid for. Annual plans come with a 14-day money-back guarantee.

Yes. Invite people with roles that control what they can see and edit, and share individual plans and reports with exactly the people who need them. Starter includes 3 users, Growth 10, and Pro 50.

FOATT reads from your books and never writes to them, and you can disconnect an accounting system in one click. Everything is encrypted in transit, and stored credentials are encrypted at rest. Two-factor authentication is available on every account. See our Privacy Policy and Sub-processors pages for the details.

Build your 2027 budget by tonight.

14 days, full access, no credit card. Bring your chart of accounts and your last 3 months of actuals, and we'll have you forecasting in 20 minutes.

Start free trial See how it works