BY AREA
The budget cycle stops being a folder of spreadsheets.
Dozens of managers filling in the same base, with approval by authority limit and a record of who approved what. Scenarios are versions, not files — and actuals feed the forecast with no manual transfer.
- Interfaces in this area
- 6
- From cycle to cost
- Budget, scenario, payroll
- Sign of live pain
- Cycle over 6 weeks
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 lives in attachments, and each scenario is a new file
They are not about being short-staffed. They are about data sitting in places that do not talk.
The cycle is made of attachments
One file per manager, conflicting versions and weeks of manual consolidation. It is the symptom we see most in the profile we serve.
A scenario is "save as"
Three scenarios become three copies of the same formulas. Fixing one error means fixing it three times.
The forecast starts over every month
With no place where projection and actuals live together, revising means rebuilding.
BUDGET PLANNING
6 FP&A and Planning interfaces, running
Pick from the cards or let it run: when one ends, the next begins. The platform really running, recorded from the interface.
Each interface has its own page, with what to watch at each moment and the questions it raises.
WHAT LEVERPRO DOES HERE
Budget, scenario and payroll on the real statement
Each one leads to the interface that shows it happening.
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Budget cycle with authority limitsTasks, owners, deadlines and recorded approval — the process becomes a board.
See the interface -
Revenue projection by product and projectVolume and price as assumptions, with revenue reaching the projected P&L.
See the interface -
Scenario simulation side by sideChange the assumption and the whole statement rebuilds. Versions, not files.
See the interface -
Financial modelling without fragile formulasStructure instead of a range: inserting a row does not break the model.
See the interface -
Headcount and projected payrollThe future role with a date, and its cost appearing in the right month of the P&L.
See the interface -
Cost per product and pricingBill of materials, ABC curve of inputs and a margin that stops being an allocation.
See the interface
Want to see FP&A and Planning running on your own figures?
Book a diagnosticHOW IT WORKS
From the ERP entry to the interface
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The cycle's base is actuals
The budget is born on the management chart of accounts and the history, not on a blank spreadsheet.
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Filling it in is distributed
Dozens of people edit the same base with permission by area — and that is why there is no consolidation step.
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What is approved becomes a version
The authority limit is a workflow with a record; the approved budget is a comparable version, not an attachment.
THE SURFACES THAT SERVE IT
The surfaces this area uses most
They all read the same base. Switching surface is not recalculating.
WHO USES IT
What each role takes from this
FP&A Manager
Runs the cycle from a board and runs scenarios in the meeting, not after it.
Area manager
Fills in their own budget with actuals beside it.
CFO
Approves with a record and takes three scenarios to the board on the same base.
“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
OTHER AREAS
The same platform, in another area
QUESTIONS
What people usually ask about FP&A and Planning
If yours is not here, ask — we reply within one business day.
How many managers can the cycle hold?
And those who work only in Excel?
Can budget, revision and forecast be kept at the same time?
Does approval follow our authority limits?
Does the forecast pull actuals on its own?
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.
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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