Scenario overlay
Revenue forecast scenarios
Base caseDownside
Base margin
19.2%
Downside impact
−$57k
Scenario Based Forecasting
Run upside and downside cases on key drivers to quantify margin and cash impact before assumptions become commitments.
Plan, Forecast, and Analyze with Confidence
Rotasu FP&A gives finance teams rolling forecasts tied to actuals, real-time variance analysis, driver-based planning, and scenario modeling — so you close faster and plan smarter.
What We Offer
Sales Analysis & Forecasting
Project revenue trends with live sales inputs and forward assumptions.
Department Target Tracker
Align teams to measurable goals and monitor progress continuously.
Scenario Based Forecasting
Compare best, base, and worst-case outcomes before decisions are made.
Budget Planning
Build structured budgets faster with clear ownership and controls.
Budget vs Actual Comparison
Spot plan deviations quickly with side-by-side performance visibility.
Variance Detection
Identify and explain key variances early to prevent financial surprises.
Sources
ERP
CRM
HRMS
Email
DocumentsKPIs
Efficient Working Capital Management
41 Days
Margin Improvement
12%
Top Line Growth Achievement
7%
Variance Analysis & Budget Utilized with ROI
18%
Track And Push Actual Rate Of Performance Vs. Required Rate
62%
Efficient Working Capital Management
41 Days
Margin Improvement
12%
Top Line Growth Achievement
7%
Variance Analysis & Budget Utilized with ROI
18%
Alerts AI
FP&A Automation Loop
Analyze trends
Suggest optimizations
Forecast revenue & cost
Adjust budget
Budget vs Actual
Plan actions
KPI Improvement
Track And Push Actual Rate Of Performance Vs. Required Rate
84%
Variance Analysis & Budget Utilized with ROI
7%
Top Line Growth Achievement
11%
Margin Improvement
20%
Efficient Working Capital Management
35 Days
Track And Push Actual Rate Of Performance Vs. Required Rate
84%
Variance Analysis & Budget Utilized with ROI
7%
Top Line Growth Achievement
11%
Margin Improvement
20%
Efficient Working Capital Management
35 Days
Track And Push Actual Rate Of Performance Vs. Required Rate
84%
Variance Analysis & Budget Utilized with ROI
7%
Top Line Growth Achievement
11%
Margin Improvement
20%
Efficient Working Capital Management
35 Days
Sources
ERPCRMHRMSEmailDocumentsKPIs
Efficient Working Capital Management
41 Days
Margin Improvement
12%
Top Line Growth Achievement
7%
Variance Analysis & Budget Utilized with ROI
18%
Track And Push Actual Rate Of Performance Vs. Required Rate
62%
Efficient Working Capital Management
41 Days
Margin Improvement
12%
Top Line Growth Achievement
7%
Variance Analysis & Budget Utilized with ROI
18%
Triggers
FP&A Automation Loop
Analyze trends
Suggest optimizations
Forecast revenue & cost
Adjust budget
Budget vs Actual
Plan actions
Performance
KPI Improvement
Track And Push Actual Rate Of Performance Vs. Required Rate
84%
Variance Analysis & Budget Utilized with ROI
7%
Top Line Growth Achievement
11%
Margin Improvement
20%
Efficient Working Capital Management
35 Days
Track And Push Actual Rate Of Performance Vs. Required Rate
84%
Variance Analysis & Budget Utilized with ROI
7%
Top Line Growth Achievement
11%
Margin Improvement
20%
Efficient Working Capital Management
35 Days
Track And Push Actual Rate Of Performance Vs. Required Rate
84%
Variance Analysis & Budget Utilized with ROI
7%
Top Line Growth Achievement
11%
Margin Improvement
20%
Efficient Working Capital Management
35 Days
Data Collection
Actuals, pipeline, and driver data pulled automatically from connected sources.
Forecast Generation
Rolling forecast built from drivers and historical patterns across cost centers.
Scenario Modeling
Upside and downside cases run on key assumptions to quantify margin impact.
Variance Analysis
Plan vs actual deviations surfaced with root-cause context and driver attribution.
Review & Reforecast
Leadership reviews variance drivers, new outlook published with approved changes.
Built To Take High-Impacting Decisions In a Timely Manner.
Budget allocation
Annual plan by category
FY 2026Revenue Targets
78% usedHeadcount
84% usedMarketing
62% usedR&D
91% usedFacilities
48% usedBudget Planning & Allocation
Set annual plans by category and cost center, track consumption in real time, and surface overruns before they compound.
Budget vs actual
BudgetActual
Sales & Marketing
-28kR&D
+7kG&A
-12kCloud & Data
+9kBudget vs Actual Comparison
See plan and actual side by side for every cost center. Variances are calculated and flagged automatically so deviations don't hide.
Variance alerts
Auto-detectedLine itemVarianceSuggested action
Line item
Cloud hosting
Cloud & Data
Variance
+14.2%Suggested action
Review contract renewal terms
Line item
Contractor spend
R&D
Variance
+9.8%Suggested action
Cap hours or convert to FTE
Line item
Event marketing
Sales & Marketing
Variance
−6.4%Suggested action
Reallocate to digital channels
Variances exceeding tolerance are flagged so budget owners can act before the period closes.
Variance Detection & Alerting
Auto-detect spend and revenue variances by line item. Each alert includes magnitude, direction, and a suggested corrective action.
P&L summary
Revenue
$1.42M
Gross margin
52.1%
EBITDA
$200k
Net income
$124k
Margin trend
+1.8pp
Operating margin improved vs prior quarter
Cash position
$2.84M
14.2 months runway at current burn
Live FP&A Dashboard
Real-time visibility into P&L, margins, and cash position. One view for leadership to track financial health without waiting for the close.
One FP&A Platform, Built For How Real Finance Teams Plan.
Forecasting, variance analysis, budget control, and scenario planning should feel like one connected product — not a dozen spreadsheets stitched together.
Rolling forecastsScenario planningVariance analysisBudget controlPipeline forecastingRep trackingDriver modelsClose acceleration
CFO
Board-ready reporting, scenario outcomes, and cash runway visibility — all from one source of truth.
Controller
Forecast-to-actual alignment, variance tracking, and close acceleration tied to the GL.
FP&A Analyst
Driver-based models, rolling forecasts, and assumption management without spreadsheet fragmentation.
Sales Leadership
Pipeline-based revenue forecasts and rep performance tracking connected to the financial plan.
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.
Integrations
Seamless integration with your stack.
Connect ERP, CRM, and HRMS systems without breaking your existing process.
