Rotasu.aiRotasu.ai

Financial intelligence. Absolute visibility. Precision forecasting.

Rotasu embeds into your core systems to deliver real-time variance analysis and rolling forecasts. Command driver-based planning and scenario modeling natively, eliminating the gap between operational actuals and financial strategy.

Book Demo
  • Budget vs actual
  • Scenario forecasting
  • Variances root-caused
  • Forecast to budget
  • COGS analysis
  • Budget adjustments

Benefits

What your planning team gets back.

Five things your team stops rebuilding in spreadsheets every month.

  1. 01

    A budget built in days, not weeks.

    An approved forecast becomes a full chart-of-accounts budget in one click, spread across departments, products, and regions, with an owner on every line.

    • Forecast to budget in one click
    • Spread by department, product, and region
    • Clear ownership and controls
    FY27 budget · from the approved forecast214 lines
    AccountQ1Owner
    Raw materialPurchase$2.34MM. Diaz
    Direct labourProduction$0.95MD. Reyes
    FreightLogistics$0.23MK. Lee
    MarketingSales$0.16MS. Carter
  2. 02

    Always know where you stand.

    Spend is compared with budget as it happens, and an approved budget can be adjusted mid-year through your approvals instead of a spreadsheet.

    • Budget against actual, side by side
    • Overruns and near-limit lines flagged
    • Approved adjustments in the same place
    November · budget used% of monthly budget
    Purchase112%

    Raw material, A36 plate rate

    Logistics96%

    Part loads on the Houston lane

    Production95%
    Sales90%
    A −$241K Q4 adjustment is ready for approval.Drafted
  3. 03

    Variances explained, not just reported.

    Differences against budget, forecast, and history are detected across accounts, items, and vendors, and traced back to the invoices behind them.

    • Detected automatically, every period
    • Traced to the account, item, and vendor
    • Root cause before the review meeting
    Raw material · +$84K over budgetNovember
    DriverImpactShare
    Total+$84K100%
    A36 plate rateVendor A, +6.2%+$58K69%
    BOM overrunExtra plate on WO-2214+$19K23%
    Freight on platePart loads+$7K8%
  4. 04

    Plan for more than one future.

    Connected forecasts across products, regions, salespeople, and accounts, with the growth assumptions behind best, base, and worst cases adjustable.

    • Best, base, and worst case side by side
    • Growth assumptions you can adjust
    • Forecast by product, region, and person
    FY27 forecast · scenariosRevenue and margin
    ScenarioRevenueMargin
    Best+12%, steel flat$21.4M19.6%
    Base+8%, steel +3%$19.7M18.4%
    Worst+2%, steel +8%$17.9M16.1%
    Base case lands $0.10M under the FY budget.Plan updated
  5. 05

    Margin protected at the item level.

    Standard cost is compared with what was actually paid, by item and vendor, and traced to the source invoices, so margin leakage has a name.

    • Standard against actual cost
    • By component, item, and vendor
    • Traced to the source invoices
    COGS · standard vs actualQ2
    ItemActualGap
    A36 plate 1/4inVendor A · per tn$1,212+8.2%
    Weld wireVendor B · per lb$2.34+5.9%
    CR sheet 16 gaVendor C · per tn$1,040+0.4%
    PrimerVendor D · per gal$24.80−1.2%

Scenario-based forecasting

Compare best, base, and worst-case outcomes before decisions are made.

Build connected forecasts across products, geographies, salespeople, and financial accounts using growth assumptions and interdependent business drivers.

  • Uses historical data, current trends, and growth rates.
  • Connects product, geography, salesperson, pricing, expenses, and COA data.
  • Lets teams adjust assumptions and compare different scenarios.
  • Automatically updates forecasts when any input changes.
  • Shows the impact on revenue, cost, profit, and cash flow.
  • Helps identify risks and opportunities early.
Leadership chooses a credible growth case with the assumptions visible.
Reconciliationcalled by Forecast & Scenarios

Before anything is forecast, the year behind it has to be closed and read. Pulling the trends out of the ledgers rather than out of a spreadsheet somebody maintains by hand.

  • Identifying past trends across 14 quarters
  • Identifying product movement and mix shift
  • Identifying new customers gained
  • Identifying repeat and renewal behaviour
  • Identifying seasonality and lead-time effects
  • Books closed and locked through
FY25 total · $12.40Mpasses FY25DecJanclosedforecast
FY26 lands at $14.68M+18.4% on FY25

Budget planning

Build structured budgets faster with clear ownership and controls.

Build structured budgets faster with clear ownership and controls.

A complete budget lands with accountable owners and a shared spend baseline.
Forecast & Scenarios

Sales forecast is decided at $14.68M. A budget is not a percentage of that — it is what the revenue is physically made of, costed. Starting with distribution.

  • Sales forecast locked as the revenue baseline
  • Identifying product distribution and volumes
  • Bills of material resolved to components
  • Cost accounts mapped
Product distribution behind the $14.68M
ProductVolumeRevenue
Skid packages48 units$8.78M
Average realised price $183K. This line drives the whole material plan
O&M contracts14 sites$3.09M
Manpower-billed — labour, not materials
Sparesrate card$1.47M
Consumption-billed, no minimum, so it is stocked against history
Commissioning9 acceptances$1.34M
Subcontracted on site
BOM-wise costing — 48 skid packages
ComponentStd cost × qtyExtended
Pressure vessel shell$41.2K × 48$1.98M
Pump & motor assembly$12.8K × 96$1.23M
Two per skid
Piping & valves$21.6K × 48$1.04M
Split across four vendors on near-identical rates
Control panel / PLC$16.4K × 48$0.79M
Rate rose 4% at the last award
Structural skid frame$9.4K × 48$0.45M
Coatings & primer$3.1K × 48$0.15M
21 months already on hand from the Meridian descope
Chart-of-account-wise costing

Every cost the forecast implies, posted to the account it will land in. This is the first pass — nobody has looked for savings yet.

Revenue baseline, FY26$14.68M
  • 5010Raw material & componentsCOGS$5.64M
  • 5020Direct labourCOGS$1.86M
  • 5030Subcontract & commissioningCOGS$0.92M
  • 5040Freight & logisticsCOGS$0.54M
  • 6010Sales & marketingOpex$1.42M
  • 6020Engineering & productOpex$1.08M
  • 6030General & adminOpex$0.86M
  • 6040Facilities & ITOpex$0.48M

COGS $8.96M and opex $3.84M — a $12.80M first pass against $14.68M of revenue, leaving $1.88M of EBITDA at 12.8%.

Budget vs actual

Spot plan deviations while there is still time to respond.

Spot plan deviations quickly with side-by-side performance visibility.

Every meaningful variance is measured against the approved plan and routed to an owner.
Budget-versus-actual review
Period
Current reporting month
Source
Approved plan and actuals
State
Ready for analysis
FP&A workspace
Forecast & Scenarios

Actuals are compared to the approved plan across accounts, departments, and periods so material deviations can be acted on before the close.

  • Revenue variance
  • Spend variance
  • Forecast impact
What the model found
MeasureFinding
Revenue varianceexplained by volume and mix
Spend varianceassigned to owner
Forecast impactrecalculated
Needs approval

Approve the variance response

The proposed action retains the assumptions, owners, and impact behind it so the live plan remains governed rather than becoming another spreadsheet version.

Approve change
The budget variance has a named owner and response

The approved action is reflected in the connected plan and will be tracked against the next close.

Plan stateCurrentOwnerAssignedEvidenceRetained

Budget tracking and adjustment

Keep the approved plan aligned with how the business is moving.

Continuously monitor budget performance, identify variances, and adjust financial plans across periods with approval-based automation.

  • Compare actual performance with approved budgets.
  • Identify favorable and unfavorable variances.
  • Understand the reason and impact of each variance.
  • Adjust budgets across months, quarters, or financial years.
  • Receive recommended budget changes based on updated forecasts.
  • Automatically apply approved adjustments across the connected budget.
Approved changes update the connected budget without breaking control or traceability.
Budget tracking review
Period
Current reporting month
Source
Approved plan and actuals
State
Ready for analysis
FP&A workspace
Forecast & Scenarios

Live spend and actual performance are monitored against approved budgets, then recalibrated through an accountable adjustment process.

  • Committed spend
  • Favourable variance
  • Unfavourable variance
What the model found
MeasureFinding
Committed spendmeasured against envelope
Favourable varianceavailable for reallocation
Unfavourable variancerequires approval
Needs approval

Approve the budget adjustment

The proposed action retains the assumptions, owners, and impact behind it so the live plan remains governed rather than becoming another spreadsheet version.

Approve change
The connected budget is current and controlled

The approved action is reflected in the connected plan and will be tracked against the next close.

Plan stateCurrentOwnerAssignedEvidenceRetained

Variance detection

Find the cause behind a financial variance.

Automatically detect financial and operational variances across Chart of Accounts, items, and vendors before they impact budgets, margins, or profitability.

  • Compare actual results with budgets, forecasts, historical trends, and standard rates.
  • Detect variances across Chart of Accounts, items, and vendors.
  • Identify changes in costs, revenue, quantity, and purchase rates.
  • Trace every variance to the related invoice, transaction, supplier, item, or account.
  • Understand the root cause and financial impact.
  • Take corrective action before small differences become larger risks.
A variance arrives with its root cause and financial impact, not just a red number.
Financial variance alert
Period
Current reporting month
Source
Approved plan and actuals
State
Ready for analysis
FP&A workspace
Forecast & Scenarios

Financial and operational variances are detected across accounts, items, and vendors, then traced to their supporting transactions.

  • Variance threshold
  • Source transaction
  • Financial impact
What the model found
MeasureFinding
Variance thresholdbreached
Source transactionidentified
Financial impactquantified
Needs approval

Approve the corrective action

The proposed action retains the assumptions, owners, and impact behind it so the live plan remains governed rather than becoming another spreadsheet version.

Approve change
The variance has an owner, evidence, and corrective action

The approved action is reflected in the connected plan and will be tracked against the next close.

Plan stateCurrentOwnerAssignedEvidenceRetained

COGS analysis

Understand the true cost of every product.

Understand the true cost of every product using BOM, ledger, inventory, and invoice-level data.

  • Compare standard costs with actual recorded costs.
  • Identify component-, item-, and vendor-level cost variances.
  • Trace cost changes back to specific supplier invoices and transactions.
  • Understand the impact of cost fluctuations on gross margins and product profitability.
  • Detect margin leakage, control rising costs, and improve pricing, sourcing, and forecasting decisions.
Finance sees margin leakage at the source, with the transaction trail behind it.
COGS variance review
Period
Current reporting month
Source
Approved plan and actuals
State
Ready for analysis
FP&A workspace
Forecast & Scenarios

BOM, supplier, inventory, ledger, and invoice data are compared to explain the real cost and margin movement of a product.

  • Standard versus actual
  • Supplier rate movement
  • Margin impact
What the model found
MeasureFinding
Standard versus actualreconciled
Supplier rate movementidentified
Margin impactquantified
Needs approval

Approve the COGS action

The proposed action retains the assumptions, owners, and impact behind it so the live plan remains governed rather than becoming another spreadsheet version.

Approve change
The margin variance is traced to its source and assigned

The approved action is reflected in the connected plan and will be tracked against the next close.

Plan stateCurrentOwnerAssignedEvidenceRetained

Zero structural change. Connect with your existing tech stack.

Rotasu delivers an end-to-end purchasing copilot that detects bottlenecks, automates RFQs, and executes frictionless invoice approvals directly within your stack. Faster recovery, without breaking a single process. It finds, resolves, and executes across your entire stack from one secure, centralized intelligence layer.
SAP
QuickBooks
BambooHR
Zendesk
Sage
Dynamics
Workday
Darwinbox
Keka
Oracle NetSuite
Gmail
Xero
Outlook
HubSpot
Salesforce
Pipedrive
Affinity
Zoho

Turn Finance Into A Strategic Partner.

Give your finance team one connected view of planning, forecasting, and variance analysis — so every budget decision, scenario, and reforecast drives better margins and faster closes.
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Frequently Asked Questions

Rotasu AI automates end-to-end finance operations including accounts payable, accounts receivable, transaction reconciliation, document processing, and exception resolution with built-in controls and approvals.
It connects seamlessly with your existing ERPs and tools to eliminate manual data entry, spot discrepancies 24/7, and provide clear recommended actions for your team.
Rotasu handles document intake via OCR and AI, matches records across platforms, and tracks every adjustment with a comprehensive audit trail.
Yes, Rotasu allows you to configure approval workflows so human verification and sign-off happen precisely when needed.
Deployment takes minutes with our secure connectors, requiring zero structural changes to your current financial systems.