From actuals to forecast to board pack — one connected workflow.
Connect your finance and operational data, explain what changed, update your forecast and prepare management reporting in one place. Spend less time assembling numbers and more time supporting decisions.
Less preparation. More analysis.
Actuals scattered across systems
Month-end starts with exports and reconciliations before your team can explain the numbers.
Board packs built by hand
The same figures are copied into spreadsheets and slides, leaving little time for the story behind performance.
Forecasts that need rebuilding
Changes in revenue, hiring and costs mean another round of spreadsheet updates and version checks.
Your FP&A workflow, connected.
Variance surfaced in under 5 minutes.
The Close Agent runs automatically at month-end. ValueSight surfaces root causes, highlights deviations, and suggests corrective actions — ready to act on, not buried.
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From summary to root cause in one click.
KPI driver tree visualization — interactive, expandable, every node connected to live data. A unique ValueWorks visual asset that turns symptoms into actions.
Scenario fan, probability ranges.
Auto-updated from live CRM, HRIS and bank data. Monte Carlo cash scenarios refresh as pipeline shifts — always the most current view.
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Draft appears in seconds.
Draft a management summary with commentary on what changed, why it changed and what needs attention. Your team reviews the narrative before sharing it.
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100+ companies trust ValueWorks with their most critical financial decisions.
Understand not just WHAT is happening — but WHY.
One data foundation for your finance team.
Connect accounting, ERP, CRM, HR, billing and banking data through existing integrations.
Use shared KPI definitions, business rules and access permissions across planning and reporting.
Explore variances, compare scenarios and prepare management summaries using your connected data.
A clear path from first call to go-live.
Together, we identify your source systems, reporting priorities and planning requirements. Your team provides access and confirms the business definitions.
ValueWorks configures the data connections, KPIs and permissions. Your finance team checks the results against its existing reports.
Train your team and put the agreed reporting and forecasting workflows into use, with implementation support from ValueWorks.
