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Planning FY26 Forecast v3
Live Saved 12s ago
6080 · Apr26
=headcount[Apr26] * salary
ACT
Jan 26
ACT
Feb 26
FCST
Mar 26
FCST
Apr 26
FCST
May 26
FCST
Jun 26
FCST
Jul 26
165k
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190k
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(300k)
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Connects with qb QuickBooks Online NS NetSuite X Excel X Xero Coming Soon Sg Sage Intacct Coming Soon
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, a quarter on columns — 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 — reuse 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
Mar 26
Apr 26
May 26
Jun 26
Jul 26
173k
177k
181k
185k
190k
(31k)
(32k)
(33k)
(34k)
(35k)
(305k)
(309k)
(313k)
(318k)
(322k)
(16k)
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(6k)
Cell · Payroll · Apr 26
Edit formula F2
Drill into actuals ⌥↩
View cell history ⌘H
Go to account ⌘G
Find in plan ⌘F
Copy ⌘C
Paste formula ⌘V
Copy link to cell
Lock cell
Add comment ⌘⇧M
Revert to last value
Right-click anything

Every cell is a launchpad.

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 — see who changed what, when, and why
Drill into the actual transactions behind any number
Deep-link any cell — paste in Slack, jumps right to it
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 — your context never resets.

Planning FY26 Forecast Sales Q2 26 Payroll ⌘[ 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

Four steps. Twenty minutes. Done.

QB
QuickBooks
Online · live sync
NS
NetSuite
Oracle · scheduled
X
Xero
Live two-way
Sg
Sage
Intacct · nightly
X
Excel
Workbook upload
GS
Sheets
Live sync
F FOATT Planning
Importing
Chart of accounts 412 accounts
Actuals · 36 mo 13,284 lines
Departments 8 dimensions
Editing Payroll · Apr 26
fx = Payroll[Mar26] * 1.013 F2 to edit
(296k)
(300k)
(305k)
(309k)
(313k)
= formula fill across ⌘Z undo F2 edit cell
Drivers (optional)
D Headcount
42
+8
D Locations
6
+2
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

The spreadsheet you know. The discipline you need.

01 Familiar by design

Your muscle memory works on day one.

F2 to edit. Tab to move right. ⌘C / ⌘V / ⌘Z. Drag-fill the corner. All 47 Excel shortcuts you actually use, mapped one-to-one.

F2 edit ⌘C copy ⌘V paste ⌘Z undo next down = formula ⌘G go to ⌘F find
02 Real formulas

Cell refs, ranges, lookups — plus ours.

Standard syntax, plus actual(), variance(), forecast().

fx = Revenue[Q1] * 1.08
fx = actual("6080", "Mar26")
fx = variance(Plan, Actual)
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. ⌘[ 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%
Founder pricing

Lock in our launch price for a year.

14 days free, no credit card. Sign up before launch and your founder rate stays put through 2027.

Starter

Solo finance leads getting their first budget online.

$149119 / mo billed yearly
Start free trial
Unlimited plans
Up to 3 users
1 company
High-level company budget (no dimensions or classifications)
Up to 250 GL accounts
QuickBooks Online + NetSuite sync
Drivers
Unlimited drag-and-drop reports
P&L reports
Most popular
Growth

Finance teams running real planning cycles across multiple companies, departments, and locations.

$349279 / mo billed yearly
Start free trial
Everything in Starter, plus:
Up to 3 companies
Unlimited users
Up to 1,000 GL accounts per company
Standard dimensions (department · location · project · cost center)
Cell history, deep links, @-mentions in comments
Scheduled report exports (email delivery)
Pro

Multi-entity teams modeling complex org structures with custom dimension types and slices.

$699559 / mo billed yearly
Start free trial
Everything in Growth, plus:
Up to 10 companies (need more — talk to us)
Unlimited GL accounts
Custom dimension types
Dimension slices (combinations for complex GL reporting)
Balance sheet & cash flow budgeting
Plan merging
Branded scheduled reports + custom recipient lists
Priority support
FAQ

Questions, answered.

Same keyboard shortcuts (F2, ⌘C/V/Z, Tab, Enter), 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.
Drag accounts, dimensions, and time onto a canvas. The data pivots in place. Save the report, share a link, schedule it weekly. No SQL, no IT.
Edit formula, drill into actuals, view cell history, copy a deep link, lock the cell, add a comment, revert to a previous value, jump to the related account, and a dozen more.
Bank-grade. SOC 2 Type II in progress. Encrypted at rest and in transit. Read-only GL connections. Revoke access in one click.

Build your 2026 budget by tonight.

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