The AI Platform for FP&A

Drop the NetSuite, Xero or SAP export into the project and ask it anything. Tracelight maps every account to your board lines and answers with the cell.

Keep the approved budget, last month's pack and the assumptions behind them in one place, so every variance has its context.

Work straight from the finance team's SharePoint folder. Budget holder replies and the CFO's asks land in the same project.

Turn the variances into one question per budget holder, anchored to the schedule it comes from, with a column for the answer.

From ledger export to management accounts in one ask: a formula-driven data layer, the month and year to date against budget, reconciled on a Checks sheet.

Build the 6+6 or 3+9 on the final close. Actuals to date, the remaining months from your drivers, a bridge from budget and the risks outside it.

Set up next year's budget on your own template, then flex pay rates, openings, pricing and volumes without rebuilding the model.

A 13-week cash forecast and covenant headroom that update when the forecast does, with every input traced to its source.

A board pack in your format from the management accounts and the reforecast: native charts, KPI tiles and every exhibit cited to its workbook cell.

Commentary for every line in Word or in the pack, written from the figures and updated when a late journal moves them.

Covenant tests, cash and trading updates in the lender's template, cross-checked against the model before they go out.

Turn the forecast into an interactive app for the CFO: drag a driver, the waterfall and the workbook follow, and each figure opens its cell.

Review the whole project before the board: hard-coded cells, variances that divide by the wrong base, totals that miss a line. Each finding opens its cell, and Fix all hands them to the agent.

Click any figure in the pack and land on the cell behind it. Every chart, tile and sentence names its source.

See what the final close moved against the soft close, who changed what, and compare two versions of the accounts cell by cell.

Every model carries a Checks sheet that reconciles the schedules to the ledger, so the pack ties out before anyone asks.