Manual FP&A

Nina spent half her week updating spreadsheets no one else wanted to touch. The forecast tab fed into the board report tab, which pulled from a monthly actuals file someone else owned. By the time she finished reconciling all the numbers, the month had already turned—and the questions had changed.

It wasn’t that the models were wrong. It’s that they weren’t built for speed. Or change. Or the seven Slack messages she got this morning asking about hiring impact and marketing spend trade-offs.

Four versions of ‘latest forecast’—none aligned to what’s happening now.

HeronAI turns that pile of tabs into something more resilient. You plug in your systems—QuickBooks, Netsuite, Salesforce—and Heron builds real-time dashboards for actuals, budget variance, and forecasts that move as your inputs do. When revenue shifts, your model sees it. When a vendor invoice hits, it flows through automatically.

Live budget vs. actuals, scenario toggles, and forecast updates—all in sync.

Instead of rebuilding for every board question, you toggle the view. Growth scenario? Hiring delay? Reduced CAC? Heron runs the model instantly, showing impact before you touch a cell. No more back-calculating or guess-checking version history.

Excel still has its place. But Heron picks up where it leaves off—automating the updates, syncing the source data, and letting finance focus on interpretation instead of input.

With Heron, Nina didn’t lose control. She gained leverage. Her models stayed consistent. Her team got answers faster. And the company started planning forward, instead of reporting back.

The questions haven’t stopped. But now, the answers are easier to find.