Set the cash accounts
Choose the account and planning period for the review.
Topolo for FP&A manager
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.

How it works
Start with Forecast for this part of the work. Verify the handoffs before extending the workflow.
Choose the account and planning period for the review.
Bring expected receipts and payments into the cash entries.
Change a timing assumption and reconcile the resulting cash view with the baseline.
The suite
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.
Cash accounts, expected movements and planning scenarios.
OpenDouble-entry records, invoices, bills and controlled accounting periods.
OpenSupported payment links, subscriptions, refunds and transaction records.
OpenBusiness documents, saved versions and an assigned review.
OpenFiles, folders, search and sharing for the material behind the work.
OpenUseful questions for choosing the right starting point.
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.
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.
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.
Check the product, review the details or talk through your next workflow.
See the Forecast workspace and its current availability.
OpenSee the available capabilities and how they work.
OpenFind another starting point for your business or role.
OpenReview current plan terms and the apps your workflow needs.
OpenTalk through the process and requirements you want to evaluate.
OpenSee how this workflow fits your financial planning team work. Review the apps or book a demo around the process you want to improve.