Topolo for FP&A manager

See how timing changes the cash plan.

Organise cash accounts and entries in Forecast. Compare planning scenarios around the receipts and payments that matter, and reconcile the assumptions with the figures your team uses today.

Topolo Forecast cash planning workspace

How it works

Compare the cash plan against a clear baseline.

Start with Forecast for this part of the work. Verify the handoffs before extending the workflow.

Set the cash accounts

Choose the account and planning period for the review.

Record the movements

Bring expected receipts and payments into the cash entries.

Compare scenarios

Change a timing assumption and reconcile the resulting cash view with the baseline.

The suite

The apps around your workflow.

Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.

Start here

Forecast

Cash accounts, expected movements and planning scenarios.

Open

Books

Double-entry records, invoices, bills and controlled accounting periods.

Open

Pay

Supported payment links, subscriptions, refunds and transaction records.

Open

Compose

Business documents, saved versions and an assigned review.

Open

Bytes

Files, folders, search and sharing for the material behind the work.

Open

Before you get started.

Useful questions for choosing the right starting point.

Where should fp&a manager work begin?

Organise cash accounts and entries in Forecast. Compare planning scenarios around the receipts and payments that matter, and reconcile the assumptions with the figures your team uses today.

What should we check before expanding?

Start with the workflow above and compare the result with your current process. Check the relevant app access, supported inputs and handoffs before bringing more work into the suite.

How do we choose the right plan?

Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.

Keep exploring.

Check the product, review the details or talk through your next workflow.

Explore Forecast

See the Forecast workspace and its current availability.

Open

Read the Forecast reference

See the available capabilities and how they work.

Open

Browse related solutions

Find another starting point for your business or role.

Open

Check plans and pricing

Review current plan terms and the apps your workflow needs.

Open

Book a demo

Talk through the process and requirements you want to evaluate.

Open

See how timing changes the cash plan.

See how this workflow fits your financial planning team work. Review the apps or book a demo around the process you want to improve.