Drivers first
Formulas live on the accounts finance already owns. Units times price, headcount times salary, cost of sales as a share of revenue — calculated at the detail level, then added up.
Planning, budgeting & forecasting
Define the drivers, then connect the functional plans.
Bring in the people who own each assumption. Run scenarios on the forecast you already have. Locked months, approvals and a history on every number make it safe to open the plan to the whole organisation.
How planning works in Quanty
Built for the planning round, not just the grid.
Open the plan to the people who own the numbers
Sales, HR and operations contribute on their own pages, see only their part, and commit and approve in a round. Locked months and a history on every number keep it safe.
Extend the plan beyond the P&L
Workforce, sales, demand, cash flow and capex models, each with its own drivers. Formulas read across them, so a workforce plan feeds the personnel lines of the profit and loss.
Scenarios built on your forecast
Start from the live forecast, change the assumptions that matter and compare against the base case. No rebuilt model, no second spreadsheet.
Flexible planning structures
Each model carries the dimensions it needs: sales by product and region, workforce by role and entity. Shared definitions underneath bring the results together.
AI that drafts, you decide
Ask why a line moved, or ask for a formula, a report or a new model. The assistant drafts it with the numbers behind it; a person reviews and publishes. It never changes a figure on its own.
Use cases
One platform for every plan finance is asked for.
P&L, cash flow and balance sheet planning
Drive the P&L from operational assumptions and let cash flow and the balance sheet follow from it, so the three statements stay in step.
HR and workforce planning
Plan headcount, hires, leavers and salary changes by role and entity. Personnel costs flow straight into the P&L.
Strategic planning
Multi-year plans on the same structure as the annual budget, so long-range targets and this year's forecast can be compared line by line.
Revenue planning
Volume, price and mix by product, customer or region, with the actuals alongside to test the assumptions.
S&OP planning
Bring sales, operations and finance plans together on one set of numbers, reviewed on one cadence.
Sales forecasting
Roll pipeline and run-rate into a forecast the sales owners update themselves, with finance seeing every change.
Demand and inventory planning
Plan demand by product and location and translate it into inventory and purchasing needs, connected to cash.
FAQ
Questions we hear.
We already do this in Excel and everyone knows it.
Keep Excel. The grid is Excel-style in the browser, and the add-in lets budget owners work in Excel itself, live against the same numbers and the same locks. What you give up is the emailing, the version confusion, the accidental overwrite and not knowing who changed what. What you gain is one model, locked months, approvals and a history on every number.
We looked at planning tools. They all need a model builder.
Quanty's formulas live on your accounts and are edited in a screen rather than written in a modelling language. What a forecast is, where the actuals stop, how spreading works and who may write where are settings. Your controller changes a formula on a Tuesday afternoon.
Can the plan follow our business rather than the other way round?
Each model carries the dimensions it needs: sales might plan by product and region while workforce plans by role and entity. What is shared is the definitions underneath, so an entity or a cost centre means the same thing everywhere and finance can bring the results together. Dimensions are maintained by finance in a screen, not by a developer.
We are too small.
A company with ten budget owners uses Quanty. The question is usually not size but how much of the round is spent reconciling versions rather than discussing the numbers.
We are too big.
If you plan supply chain, sales and finance together across a global enterprise with a dedicated modelling team, another tool may fit better. Ask us and we will tell you honestly.
How do our actuals get in? And our headcount, our sales pipeline?
Data arrives from your source systems through an API connection, or as a CSV or Excel file. Each source is inspected and mapped before it loads, and then loads on a schedule. Every loaded number can be traced back to the source rows it came from.
Can we plan headcount, sales, cash flow and capex too, or just the P&L?
Workforce, sales, demand, cash flow, capex and scenario models are built in Quanty today, each with its own drivers, and formulas read across them so a workforce plan can feed the personnel lines of the profit and loss. The profit-and-loss model comes with a guided setup; the others are built with you.
Can budget owners see only their own part?
Yes. Access is set per group down to the individual member, and it narrows through every layer: application, model, member and approval lock. A formula cannot leak a number the reader is not allowed to see.
What about the group budget?
It goes through the same consolidation as the actuals: same entities, same ownership, same eliminations and translation. That is what planning and consolidation sharing one platform means in practice.
Is the AI going to change our numbers?
It explains, or proposes a formula, a report or a model to build. A person reviews and publishes. The calculation engine follows defined rules and every value has a person or a logged process behind it.
Get started
Open the plan to the people who own the assumptions.
One model, locked months, approvals and a history on every number. Tell us about your planning round and we'll show you how it maps.
Get started