Budget Planning
The financial model without the spreadsheet's fragility.
P&L, revenue and assumptions linked to each other by rule and not by cell reference. There is no range that breaks when a row is inserted, and no external link that breaks when the file is renamed.
- The interface
- Financial Modeling
- Duration
- 54 s
- Area
- FP&A and Planning
Companies already operating on LeverPro
5 business days
for the P&L to be ready at Distrivisa — before, it only closed on the 15th
Distrivisa
+100
ERPs integrated natively, the Brazilian ones included
12
native surfaces reading the same base
ISO 27001
information security management
WHAT HOLDS IT UP TODAY
The model is fragile, and only one person knows why
It is not a lack of effort: it is the format. A spreadsheet has nowhere to hold the rule, the trail and the permission at once.
The model is fragile by construction
A row inserted in the wrong place shifts a range and the result changes with no warning. The error only shows when someone doubts the figure.
Only one person understands the model
The logic sits in nested formulas. Whoever built it becomes a bottleneck, and taking leave is an operational risk.
The model does not talk to actuals
It is fed by copy-paste. Updating it with the month's close is a manual ritual.
BUDGET PLANNING
Financial Modelling running in LeverPro
54 seconds of the platform really running, recorded from the interface itself. Press play.
Financial modeling in LeverPro, with the P&L, revenue and assumptions tabs linked to each other.
WHAT YOU SEE ON SCREEN
The assumption as a field, and the result reacting
Four things happen on this screen, and each one settles a piece of the month.
- 0:06
The model's tabs
P&L, revenue and assumptions, each with its role — linked by rule, not by cell reference.
- 0:20
The assumption at the centre
It is a named field. Whatever depends on it knows it does, and recalculates.
- 0:36
The structure takes a new line
Inserting an account shifts no range, because there is no range — there is structure.
- 0:48
Actuals come in through the same place
The model reads the base. Close the month, and the model is up to date.
BEFORE AND AFTER
The same operation, in both formats
How it runs today
- Ranges that break when a row is inserted
- Logic hidden in formulas only one person can read
- An external link that breaks when the file moves
- Updating with actuals means pasting it in again
With LeverPro
- Structure instead of a range — the new row fits
- The rule is explicit and readable by someone who did not write it
- There is no file to move and no link to break
- Actuals feed the model through the base itself
Want to see this on your own figures, and not the video's?
Book a diagnosticHOW IT WORKS
From the ERP entry to the interface
Three steps, and the second is the one most tools skip.
-
The model lives on top of the base
It is not a file fed by the base: it is a layer of rules on top of it.
-
The dependency is declared
Each calculation knows its own inputs, and that is what allows recalculating without sweeping the whole spreadsheet.
-
The audit is of the path
From result to assumption and from assumption to entry, without rebuilding the logic in your head.
WHO USES IT
What each role takes from this
FP&A
Keeps a model that outlives whoever built it.
Controller
Checks the figure's path instead of auditing formulas.
CFO
Trusts the model because the logic is readable, not because someone vouched for it.
“LeverPro delivered efficiency, speed and lower risk, ending the dependence on multiple spreadsheets and making financial decisions far more reliable.”
SNEF Brasil · Engineering
RELATED INTERFACES
Other FP&A and Planning interfaces
The same base, a different operation.
-
Budget Planning
Budget Control
The whole cycle: tasks, owners and approval by authority limit.
See the interface
-
Budget Planning
Revenue Forecast
Revenue projected by product line and by project, linked to the P&L.
See the interface
-
Budget Planning
Scenario Simulation
Versions of the P&L side by side, with the assumption changing and the result along with it.
See the interface
-
Budget Planning
Org Chart and Payroll
Headcount, roles and projected payroll, with the effect reaching the P&L.
See the interface
-
Budget Planning
Cost and Bills of Materials
Bill of materials, ABC curve of inputs and pricing by product.
See the interface
- See FP&A and Planning in full The area's 6 interfaces, what holds it up today and who uses it. Open
QUESTIONS
What people usually ask about this interface
If yours is not here, ask — we reply within one business day.
Do I have to rebuild my model from scratch?
What about the macros we have today?
Can I keep using Excel to sketch things out?
Who checks that the model is right?
RECOGNITION
Four years running in the 100 Open Startups ranking.
HOW YOUR DATA IS KEPT
-
Who gets in
Corporate authentication through the identity provider the company already uses.
-
Who sees what
Permission by area and by slice, on the same base — with no copy of the file.
-
Where the figure came from
A trail from the consolidated figure to the source accounting entry.
-
How the data comes out
Export guaranteed. The data belongs to your company.
Let's look at your budget cycle
Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.
No spam and no mailing list — we reply within one business day.
What happens in the conversation
- You tell us how planning runs today
- We point out what can be solved first
- Where LeverPro fits into your ERP and your spreadsheets
- Or we tell you it doesn't make sense, and that's that
How your data is kept
ISO 27001LGPDSSO / SAMLExportable data