Connect your accounts. Keep the work built on them current.

Bring in Xero, Quickbooks or Excel, refresh your actuals and keep your forecasts, analysis and reports moving with them.

From connected accounts to finance work that stays current.

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

See what it costs

Compare plans

Small

For individual analysts, founders and advisors.

Questions about connecting, mapping and refreshing your accounts.

What can I connect or upload?

Connect Xero, Quickbooks or Excel, then add PDFs or supported market data where relevant. Everything feeds into the same working financial view, so you can use it across the work that comes next.

What happens when the accounts are connected for the first time?

Your accounts and reporting lines are mapped into the structure you need. Review the mapping once, then reuse it as new actuals arrive instead of starting again each time.

What happens when the chart of accounts changes?

Your existing mappings stay in place. New or unmatched accounts are surfaced for you to review, and AI can help classify them and update the reporting structure.

What updates when I refresh the accounts?

Your latest actuals flow through to forecasts, scenarios, valuations, analysis and reports. Your mappings and assumptions stay in place, so the work updates with the numbers instead of being rebuilt each month.

Connect your accounts. Keep the work built on them current.

From connected accounts to finance work that stays current.

See what it costs

Questions about connecting, mapping and refreshing your accounts.

Refresh the numbers. Not the entire workflow.

Connect your accounts on desktop.