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Integrates with

Integrates with

Trusted by finance teams at Belkin, Bose, Columbia, Continental, Gillette, Logitech, Mac, Roblox, Rode, Sony.

Turn the numbers you have, into the finance work you need.

The real create-model trail in Outputs: choose Account on the “Build a new model” hub, pick Xero from the integrations gallery, choose the organisation, name the model on Build your model, then the Editor with the build-progress card stepping through preparing the accounts, fetching two years of actuals, tax and payables, storing the data and generating the three-year forecast.

Build a new modelChoose how you want to start — import, connect, describe, or start fresh.

Import from file

Import a file to auto-build your model. Review mappings, adjust categories, and start forecasting fast.Build from file

Account

Connect Xero or QuickBooks to import actuals. Turn your books into a model for forecasting.Build from account

Describe business and outputs you need. Outputs drafts structure, drivers, and assumptions to edit.Build from AI

Stock Valuation

Search a listed company and build a valuation-ready model from market data. Start forecasting fast.Build from Stock Valuation

Blank

Start from scratch and build your own model from a blank canvas.Build from Blank

Compare plans, pricing and what fits your needs.

Compare Pricing

Small

For individual analysts, founders and advisors.

Spend more time analysing, and less time producing.

From forecasting to reporting, keep the work connected from the first actual to the final output.

Forecasting

The Revenue chart in Outputs: recorded months to the left of the Forecast Start line, forecast months to the right.

Revenue

(Periods Feb '26 to Nov '26)TotalsMonthly

Oct '26
Kingsley Fresh Produce — FY27 Plan	: 549,318
Total	: 549,318
Go To Revenue

Kingsley Fresh Produce — FY27 PlanKingsley Fresh Produce — FY27 Plan (Actual)Total

Scenario Analysis

Model Structure: an entity branch is toggled off and the consolidated model re-flows around it, which is how a scenario is actually built.

Model Structure in Outputs: each division is a branch of the group model, and turning a branch off recalculates the consolidated numbers — the product’s own note reads “Toggle branches on and off to see how it affects your model.”

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

Cash Waterfall

Actuals + Forecast

SearchMonthly

No Discount

%% of Revenue

Tax Assumptions

Connections

TypeFormulasJun 2026Jul 2026Aug 2026Sep 2026Oct 2026Nov 2026

Revenue

Kingsley Fresh Produce486,118489,524504,582520,180535,681552,096

Wholesale division95,23498,438101,746105,165108,699112,351

Retail division390,884391,086402,836415,015426,982439,745

New site — Geelong

Unearned Revenue

COGS

Gross Profit

Opex

Salaries & Wages

Withholding Tax

Branch report is off.⤬

Collaboration

The Share dialog in Outputs: Amelia Stone is found by name, given edit access and confirmed, and when Share is opened again People with access lists her beside Jon Mears.

Sharing a model in Outputs: the Share dialog, adding someone by email and choosing their access level — view, edit or manage — with the access preview, then the Confirm Sharing step before access is granted.

Driver-Based Forecasting

The Drivers section of the editor: a price driver is opened and its growth switched, and the forecast recalculates around it.

The Drivers section of the Outputs editor: Prices, Volume and Modifiers drivers, the driver form where a price and its growth are set and saved, and the grid reloading around the change.

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

P&L

Actuals + Forecast

SearchMonthly

%% of Revenue

Tax Assumptions

Connections

TypeFormulasJun 2026Jul 2026Aug 2026Sep 2026Oct 2026Nov 2026

Revenue486,118502,004517,436533,420549,318566,142

Gross Profit428,978442,941456,388470,321484,099498,731

Operating Costs(127,340)(129,006)(130,683)(132,382)(134,103)(135,846)

EBITDA108,466112,882117,264121,618125,947130,301

NPAT74,56677,80880,85483,88086,90389,934

Drivers

Prices

Average spend

-2525252525

Wholesale $/kg

-88888

Volume

Modifiers

Name*

Average spendEnter your GL code

Included in model

Set price drivers and pricing assumptions for your forecast.

Assumptions

Price*

$25.00

Growth*

Step Growth

1.50%Per Year

Seasonality Mode

Seasonality

Timing

Smooth amounts evenly across periods.

From*

Start of model01/07/2026

To*

End of model30/06/2029

Activity & comments

Recent variable activity, notes and comments

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CancelSave

Budgeting

The editor's P&L switched from the Forecast view to Actuals - Forecast (%): each month with actuals in shows how far it landed above or below plan.

Plan against actuals in Outputs: the P&L's forecast select is switched from Forecast to Actuals - Forecast (%), and July and August show how far each line landed above or below plan.

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

P&L

Actuals - Forecast (%)

SearchMonthly

%% of Revenue

Tax Assumptions

Connections

TypeFormulasJul 2026Aug 2026Sep 2026Oct 2026Nov 2026

Revenue2%(3%)

RestaurantsCovers

×Spend

6%2%

SalesUnits

×Price

3%(3%)

WholesaleWholesale kg

×$/kg

(4%)(5%)

Gross Profit3%(3%)

Operating Costs(2%)(3%)

RentExpense

×Growth

COGS: WholesaleWholesale

×COGS %

(4%)(5%)

EBITDA11%(9%)

NPAT11%(9%)

AI Analysis

Asking ReefBot in the Editor what is driving revenue growth: the question is typed into the side panel, ReefBot works through the model, answers with the figures in bold, and the Sales, Wholesale and Restaurants lines it talks about are marked in the grid.

Editing a model with AI in Outputs: from the Editor, ReefBot opens as a side panel, the request “What's driving revenue growth to November?” is typed and sent, ReefBot reports each step while it works, then answers in the panel with the figures behind it, and the lines it is about are marked in the grid.

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

Cash Waterfall

Actuals + Forecast

SearchMonthly

No Discount

%% of Revenue

Tax Assumptions

Connections

TypeFormulasJun 2026Jul 2026Aug 2026Sep 2026Oct 2026Nov 2026

Revenue486,118502,004517,436533,420549,318566,142

RestaurantsCovers

×Spend

57,14059,06361,04863,09965,21967,411

SalesUnits

×Price

333,744344,503354,642365,156375,400386,380

WholesaleWholesale kg

×$/kg

95,23498,438101,746105,165108,699112,351

Gross Profit428,978442,941456,388470,321484,099498,731

Operating Costs127,340129,006130,683132,382134,103135,846

RentExpense

×Growth

11,66611,66611,66611,66611,66611,666

COGS: WholesaleWholesale

×COGS %

57,14059,06361,04863,09965,21967,411

EBITDA108,466112,882117,264121,618125,947130,301

NPAT74,56677,80880,85483,88086,90389,934

Consolidation

Map accounts, then Model Structure: a new entity's imported Xero accounts are matched to Outputs categories with no code or formulas, and the entity joins the group as a new branch, its report switched on.

Model Structure in Outputs: each entity is a branch of the group model, and switching a branch on brings it into the consolidated numbers — the product’s own note reads “Toggle branches on and off to see how it affects your model.”

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

Model Structure

Kingsley Fresh Produce

Wholesale division

Retail division

New site — Geelong

Tips:

Drag and drop your branches to combine them and create different scenarios
Toggle branches on and off to see how it affects your model

100%

Branch report is off.⤬

Valuation

The Valuation dialog: the discount rate is retyped from 9.50% to 11.00% and saves itself, and the outputs recalculate: FCFE falls from 4,271,700 to 4,030,900 while FCFF holds at 4,908,400.

The Valuation dialog in Outputs, opened from the model’s header: its outputs load, the discount rate is retyped from 9.50 to 11.50 and saves itself, the outputs recalculate on the free cashflow basis, the terminal-value method is switched to Multiple, and the dialog is closed.

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

P&L

Actuals + Forecast

SearchMonthly

%% of Revenue

Tax Assumptions

Connections

TypeFormulasFeb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026

Revenue412,806438,122455,610471,240486,118502,004

RestaurantsCovers

×Spend

48,94051,67053,69555,34957,14059,063

SalesUnits

×Price

282,300300,334312,423323,643333,744344,503

WholesaleWholesale kg

×$/kg

81,56686,11889,49292,24895,23498,438

Gross Profit363,866386,452401,915415,891428,978442,941

Operating Costs118,640121,006124,118125,704127,340129,006

RentExpense

×Growth

11,66611,66611,66611,66611,66611,666

COGS: WholesaleWholesale

×COGS %

48,94051,67053,69555,34957,14059,063

EBITDA86,40294,21699,704104,318108,466112,882

NPAT58,19464,00668,11871,50474,56677,808

ValuationSaved

Configure valuation inputs - acquisition details, discount rates, and terminal value - to calculate model outputs.

Discount Rate

11.00%

Terminal Discount Rate

11.00%

Terminal Value

Gordon Growth

Terminal Growth Rate

2.50%

OutputsUp to date

FCFF4,908,400

FCFE4,030,900

Outputs are presented showing Free Cashflow to Equity (FCFE).

Activity & comments

Recent variable activity, notes and comments

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Integrations

The create-model trail: Connect Xero from the integrations gallery, choose the company, then Build your model, and the model builds in the Editor from its Xero actuals until the build card reads Your model is ready.

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

Cash Waterfall

Actuals + Forecast

SearchMonthly

No Discount

%% of Revenue

Tax Assumptions

Connections

TypeFormulasJun 2026Jul 2026Aug 2026Sep 2026Oct 2026Nov 2026

Revenue486,118502,004517,436533,420549,318566,142

RestaurantsCovers

×Spend

57,14059,06361,04863,09965,21967,411

SalesUnits

×Price

333,744344,503354,642365,156375,400386,380

WholesaleWholesale kg

×$/kg

95,23498,438101,746105,165108,699112,351

Gross Profit428,978442,941456,388470,321484,099498,731

Operating Costs127,340129,006130,683132,382134,103135,846

RentExpense

×Growth

11,66611,66611,66611,66611,66611,666

COGS: WholesaleWholesale

×COGS %

57,14059,06361,04863,09965,21967,411

EBITDA108,466112,882117,264121,618125,947130,301

NPAT74,56677,80880,85483,88086,90389,934

Your model is ready

Preparing your Xero accounts

~5 sec

Fetching actuals (2 years)

~15 sec

Fetching tax & payables data

~5 sec

Storing processed data

~5 sec

Generating your 3-year forecast

~15 sec

Reporting

The reporting agent: a forecast review report is started, the agent works through its steps, and the paper writes itself with every figure pointing back at the model.

The Reports screen in Outputs writing a report: a starter clicked into the composer, the agent’s work log, and the paper it opens mid-run, where every figure is a pointer back to the model it came from.

Home

Kingsley Fresh Produce — FY27 Plan

Dashboard

Editor

Reports

Jul 2026 – Jun 2029Automatic

Valuation

Create new forecast review report

Done7 steps · 13 calls

Thinking

A forecast review wants the trading lines, the cash position and whatever the forecast leans on. Reading the model first.

Reading the model4 calls

Pulling the figures behind your report straight from the model

Writing a section2 calls

Writing the words, and a pointer to the model for every figure

Writing a section2 calls

Writing the words, and a pointer to the model for every figure

Writing a section2 calls

Writing the words, and a pointer to the model for every figure

Writing a section2 calls

Writing the words, and a pointer to the model for every figure

Reconciling the report

Checking the sections agree with each other before finishing

Written. The review covers trading, cash and what the forecast leans on — and every figure in it is bound to Kingsley Fresh Produce — FY27 Plan, so refreshing your actuals rewrites the numbers in place.

3m 49s · 13 calls349,930 in / 4,587 out273,412 cached$0.1255

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Customise

Copy

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Forecast Review — Kingsley Fresh Produce — FY27 Plan

Trading summary

Revenue of 1,306,538 was 4.1% ahead of budget, while Operating Costs of 363,764 came in under plan, leaving EBITDA of 281,020.

Forecast dependency

The plan holds wholesale volume flat from March. Every figure past that point moves with that one assumption, so it is the first thing to revisit.

Revenue · Recorded · Xero · as at 30 Jun 2026

Message

GPT 5.6 TerraAuto

Get month end done faster.

Turn the numbers you have, into the finance work you need.

Compare plans, pricing and what fits your needs.

Spend more time analysing, and less time producing.

Forecasting

Scenario Analysis

Collaboration

Driver-Based Forecasting

Assumptions

Timing

Activity & comments

Budgeting

AI Analysis

Consolidation

Model Structure

Valuation

ValuationSaved

Discount Rate

Terminal Value

OutputsUp to date

Activity & comments

Integrations

Reporting

Forecast Review — Kingsley Fresh Produce — FY27 Plan

Trading summary

Move faster without losing control of the numbers.

Put your own numbers to work.

Get month endmonth endmonth endforecastsreportsanalysis done faster.

Turn the numbers you have, into the finance work you need.

Compare plans, pricing and what fits your needs.

Spend more time analysing, and less time producing.

Forecasting

Scenario Analysis

Collaboration

Driver-Based Forecasting

Budgeting

AI Analysis

Consolidation

Valuation

Integrations

Reporting

Move faster without losing control of the numbers.

Put your own numbers to work.

Get month end done faster.