COLLABORATIVE PLANNING
Centralized Financial Planning Designed for Teams
Farseer eliminates manual work while helping teams to focus on driving business results.
3x Faster Forecasting
Our machine learning engine makes workflows 3X faster compared to spreadsheets and legacy tools.
Bottom-Up and Top-Down Budgeting
Automatic cost allocation can adapt to any budgeting approach, while making the collaborations simple and straightforward.
Real-Time Cash Flow Planning
Rapid Modelling + automated transaction import enable real-time expense and revenue tracking and control.
Teams Make Better Plans With Farseer
Customize
Your Planning Teamwork
Unlike spreadsheets, Farseer is created to simplify complex planning workflows and make working together intuitive and easy.
Detailed User & Group Permissions
Limit Access to Sensitive Data. Create groups with specific permissions and access privileges and control what users can see and edit down to one spreadsheet cell.
Live Report Sharing
What's better than exporting a PDF report and mailing it to a colleague? Sharing a live report or a what-if scenario directly to their dashboard.
Built-In Collab Tools
Coordinate planning, organize groups, set task statuses, leave comments, assign responsibilities, and challenge figures without leaving Farseer. No more meetings and emails.
Partial Model Sharing
Give users access to a piece of specific information without compromising the security of the model.
Shared Model Templates
Share the most common financial model templates with a team member for the fastest modeling ever.
No-Code Setup
Share the most common financial model templates with a team member for the fastest modeling ever.
Cross-Departmental Planning In Bubblz Inc.
Here's how Bubblz Inc. uses Farseer's collaborative features for significantly faster and more accurate financial and operative planning.
Multiple Plan Versions
After 2020, the Management decided the company needed to be more prepared for contingencies. They asked the finance department to build the worst, realistic, and best-case scenarios for every budget and forecast.
Central planners add global plan versions with one click , without rebuilding the model. Users across the company can instantly see new plan versions in their model. They also appear in all the existing reports in the Dashboard.
Real-Time Financial Statements
The most important financial statements are always available and updated with the latest data. Accounting imports all GL accounts to Farseer, Finance department uses them to build the statements. After connecting them to the model, they share them with Management. People at the top can immediately see the statements in their Dashboard and drill down to the tiniest detail.
No one has to compile the data and prepare the reports, which makes the year close, internal and external reporting immeasurably easier.
Simplified Cash-Flow Planning
The live cash flow statement on the CFO's Dashboard updates with the latest data in real-time. She tracks Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) KPIs to examine expenses and revenues, compare them with past projections without deep-diving into the model and easily share the company's cash position and total revenues KPIs with the Management.
Bubblz Inc.
Bubblz is a cosmetic production company that improved its financial planning by moving away from spreadsheets to Farseer.
Don't want to rely on spreadsheets alone?
Book a demo today, and we will show you how Farseer can level up your finance game.
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