Everything your finance team needs, in one place
Workspace brings together the tools businesses need to plan, track, and make decisions with confidence. From building your first budget to modeling complex multi-scenario forecasts, Workspace is designed to make financial planning faster, more accurate, and more collaborative.
Platform Features
A complete financial planning platform built for modern finance teams.
Budgeting
Build detailed budgets across departments, cost centers, and time periods. Workspace makes it easy to allocate resources, set targets, and track performance against plan.
Forecasting
Generate rolling forecasts powered by AI. Workspace learns from your historical data and business drivers to surface accurate revenue, expense, and cash flow projections.
Scenario Modeling
Model multiple financial futures simultaneously. Run best-case, worst-case, and custom scenarios side by side to stress-test assumptions and prepare for what's ahead.
Actuals Tracking
Compare actuals against budgets and forecasts in real time. Instantly see where you're on track and where you need to course-correct.
Cost-Driver Management
Define and manage the business drivers that power your financial model. Keep your forecasts grounded in operational reality.
Multi-User Collaboration
Built for finance teams. Shared workspaces, role-based access controls, and real-time co-editing so your whole team works from a single source of truth.
AI-Assisted Analysis
AI-assisted workflows surface insights, flag anomalies, and help teams make faster, more informed operational decisions without manual number-crunching.
Centralized Workspace
All your financial plans, forecasts, actuals, and models live in one centralized workspace — no more spreadsheet chaos or disconnected tools.
Available on Web, iOS & Android
Workspace is being developed for web browsers, iPhone, iPad, and Android devices — so your team can plan and review financials from anywhere.