FP&A

AI That Closes the Books For You

Forecasting, variance analysis, and board decks powered by AI and live data.

Variance_Analysis_Feb.xlsx18 sheets
D5
fx=(C5-B5)/B5
A
B
C
D
E
1
Category
Budget
Actuals
Var $
Var %
2
Revenue
$2.0M
$2.15M
$150k
7.5%
3
COGS
$800k
$850k
($50k)
(6.3%)
4
Marketing
$400k
$380k
$20k
5.0%
5
R&D
$300k
$450k
($150k)
(50%)
6
G&A
$200k
$200k
$0
0.0%
7
Net Income
8
9
Superjoin Agent

Forecast with Confidence

Automate monthly reporting, variance analysis, and rolling forecasts. Connect directly to your ERP and CRM for real-time insights.

01
Rolling Forecasts

Auto-Roll Forward Your Entire Model

No more copy-paste nightmares. Superjoin automatically rolls your forecast forward, pulling live actuals from your ERP and projecting future months.

  • Automatic period roll-forward
  • Live actuals from NetSuite, QuickBooks, etc.
  • Maintain full forecast history
Rolling Forecast12-Month View
Jan-25
$100k
$60k
$40k
Feb-25
$108k
$65k
$43k
Mar-25
$116k
$70k
$46k
Apr-25
$124k
$75k
$49k
May-25
$132k
$80k
$52k
Jun-25
$140k
$85k
$55k
Jul-25
$148k
$90k
$58k
Aug-25
$156k
$95k
$61k
Sep-25
$164k
$100k
$64k
Oct-25
$172k
$105k
$67k
Nov-25
$180k
$110k
$70k
Dec-25
$188k
$115k
$73k
Jan-25
$100k
$60k
$40k
Feb-25
$108k
$65k
$43k
Mar-25
$116k
$70k
$46k
Apr-25
$124k
$75k
$49k
May-25
$132k
$80k
$52k
Jun-25
$140k
$85k
$55k
Jul-25
$148k
$90k
$58k
Aug-25
$156k
$95k
$61k
Sep-25
$164k
$100k
$64k
Oct-25
$172k
$105k
$67k
Nov-25
$180k
$110k
$70k
Dec-25
$188k
$115k
$73k
Revenue
Costs
Profit
Auto-rolling with live actuals from NetSuite
02
Data Integration

Pull Live Data with Simple Formulas

Use formulas like =SJ.SALESFORCE() or =SJ.NETSUITE() to pull live data directly into any cell. No more exports, no more copy-paste.

  • 50+ data source integrations
  • Refresh with one click
  • Automatic sync scheduling
Live Connectors
SYNCED
S
Salesforce
$2.45M
N
NetSuite
$1.82M
S
Stripe
$542k
H
HubSpot
1,245
Formula:=SJ.SALESFORCE("Revenue", "Q4")
03
Board Deck Charts

Charts That Stay Current Automatically

Create charts and tables that sync with your source data. Copy into PowerPoint knowing the numbers are always live and ready for the board.

  • Live-linked charts and tables
  • Auto-refresh before meetings
  • Version control for all updates
Board Deck PreviewLinked
SOURCE DATA
Quarter
Revenue
Q1
$45k
Q2
$62k
Q3
$78k
Q4
$95k
SLIDE PREVIEW
Q1Q2Q3Q4
Chart auto-updates when source data changes