Budget Planning
The budget cycle as a process, and not as a folder of spreadsheets.
The cycle's tasks, who owns each one, the deadline and the approval flow by authority limit — with the figure filled in on the platform itself, not in a file going around by email.
- The interface
- Budget Control
- Duration
- 53 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 cycle is made of attachments, and the approval disappears into email
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 cycle is made of attachments
Dozens of managers, one file each, conflicting versions and a consolidator spending weeks pasting. A cycle over six weeks is the strongest symptom.
Nobody knows where the cycle stands
Who has delivered, who is late and what is blocking approval are questions answered by email, one at a time.
Approval leaves no trace
The "approved" sits in an email reply. Months later, nobody knows who signed off on that figure or on what assumption.
BUDGET PLANNING
Budget Control running in LeverPro
53 seconds of the platform really running, recorded from the interface itself. Press play.
2027 budget planning in LeverPro, with the cycle's tasks and the approval flow by authority level.
WHAT YOU SEE ON SCREEN
The cycle moving forward, with owner and approval in plain sight
Four things happen on this screen, and each one settles a piece of the month.
- 0:05
The 2027 cycle, open
Phases, tasks and owners on one board. The cycle is a platform object, not a folder.
- 0:16
Each manager fills in their own piece
The figure goes into the platform, with the structure already in place. No file going around and no manual consolidation afterwards.
- 0:31
Progress in plain sight
Who delivered, who did not and what is blocking. Follow-up stops being an inbox sweep.
- 0:44
Approval by authority limit
The flow moves up by level, and each step is recorded with who approved and when.
BEFORE AND AFTER
The same operation, in both formats
How it runs today
- One file per manager, going around by email
- Consolidation is weeks of manual work
- The cycle's progress is found out by asking around
- Approval is an email reply with no trace
With LeverPro
- Each manager fills it in on the platform, in the right structure
- Consolidation happens because the data is already together
- The board shows progress, stage and blocker
- The authority limit is a flow with a record of who approved
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.
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The structure comes from actuals
The cycle is born on the management chart of accounts and the history already in the base — not on a blank spreadsheet.
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Filling it in is distributed, the base is one
Dozens of people edit the same base with permission by area, instead of dozens of copies.
-
Approval is a workflow
The Workflows surface runs the authority limits and keeps the trail. The approved budget becomes a version, not an attachment.
WHO USES IT
What each role takes from this
FP&A
Runs the cycle from a board, instead of running it by email.
Area manager
Fills in their own budget with actuals beside it, without waiting for the file.
CFO
Watches the cycle advance and approves with a record of what was approved.
“LeverPro brought simplicity and speed to our day-to-day: faster budgets, automatic analysis and detail down to the journal entry, with no rework in Excel.”
Dengo Chocolates · Food & Retail
RELATED INTERFACES
Other FP&A and Planning interfaces
The same base, a different operation.
-
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
Financial Modeling
P&L, revenue and assumptions as a single model, with no broken formula.
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.
How many people can take part in the cycle?
And those who only know Excel?
Can there be more than one budget version?
Does approval follow our authority limits?
RECOGNITION
Four years running in the 100 Open Startups ranking.
HOW YOUR DATA IS KEPT
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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.
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Where the figure came from
A trail from the consolidated figure to the source accounting entry.
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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