SERVICES

What we offer

Budgeting & Forecasting

At GenZed, we specialise in budgeting and forecasting services for eateries. Mirroring an in-house finance team, we work closely with you to prepare financial plans that drive your business forward. Combining expert financial management with advanced technology, we deliver accurate, actionable insights. Through seamless integration with tools like Google Sheets, Xero, and our user-friendly dashboard, we help you actively monitor budgets and forecasts. Our personalised service ensures hands-on collaboration, with ongoing refinement and adjustments to forecasts based on your unique needs.

budgeting and forecasting services

What We Offer

In-Depth Budgeting & Forecasting
We generate accurate budgets and forecasts based on thorough bookkeeping data, taking multiple scenarios into account to plan for different outcomes.


Scenario Planning with Expert Guidance

We collaborate with budget holders and sales managers to identify potential opportunities and risks, preparing multiple scenarios to help your eatery stay ahead.


Ongoing Monitoring and Variance Analysis

We track actual results against budgets and forecasts throughout the period, providing detailed explanations for variances to keep you informed.


Comprehensive Reporting with Secure Access

Reports can be accessed via our secure client dashboard, giving you real-time updates behind a protected login.


Personalised, Hands-On Service

Our highly customised service ensures all your needs are met with minimal effort on your part, allowing you to focus on running your business.


Forecasting for Events and Seasonal Sales

We assist in forecasting sales at events and preparing different scenarios based on expected sales trends.


Seamless Integration with Financial Tools

We integrate with Google Sheets, Xero, and other platforms to manage data quickly and accurately, ensuring your financial records are always accessible for budgeting and forecasting.


Accurate, Detailed Bookkeeping

Our thorough bookkeeping and data entry practices ensure consistency and accuracy, providing a solid foundation for in-depth financial reporting.


AI-Driven Accuracy

We use AI technology to review bookkeeping entries for errors and inconsistencies, giving you reliable data for precise budgeting and forecasting.


Visual, Customisable Dashboard

Our secure dashboard features intuitive visuals like graphs and charts, enabling you to easily track budgets, forecasts, and key metrics. It is fully customisable to show the most relevant data for your eatery.


LLM-Powered Instant Data Insights

Our integrated Large Language Model (LLM) offers instant answers to any financial questions, providing quick, clear insights into revenue, variances, and more.

 

How We Work

How We Work

Integrated Financial Management
We start by integrating your financial data with tools like Google Sheets and Xero, ensuring seamless access to up-to-date information.


Detailed and Consistent Bookkeeping

Our meticulous bookkeeping processes form the foundation for generating accurate budgets and forecasts, enabling thorough analysis.


Collaborative Budget Preparation

We work closely with you to prepare detailed budgets that align with your business goals. Through collaborative sessions, we ensure each budget reflects your priorities and planned growth.


Customised Dashboards and Reports

We customise your dashboard to show the most important metrics, making it easy for you to track key financial indicators and view detailed reports.


Continuous Monitoring and Analysis

We regularly monitor actuals against your budgets and forecasts, providing detailed variance analysis and recommendations.


Scenario Planning and Collaboration

We collaborate closely with your team to identify potential risks and opportunities, preparing multiple scenarios based on different conditions.

budgeting & forecasting services

Why Choose GenZed?

By choosing GenZed as your finance department on demand for your eatery’s financial planning you benefit from accurate, reliable financial data through AI-driven bookkeeping, supported by hands-on, tailored service for your unique needs. We keep you prepared for changing sales conditions with scenario-based forecasting, and by aligning forecasts with your business goals we help you plan confidently for sustainable growth. Let us handle the financial details while you focus on serving great food and enhancing the dining experience for your customers.

– Personalised, hands-on service tailored to your eatery’s specific needs.


– Connects seamlessly with tools like Google Sheets, Xero, and others for real-time data.


– AI-driven bookkeeping ensures reliable, error-free financial data.


– User-friendly dashboard makes tracking budgets, forecasts, and variances simple.


– LLM provides instant answers, making data insights accessible anytime.


– Helps you prepare for different sales conditions with scenario-based forecasts.


– Delivers expert variance analysis in plain language for easy understanding.


– Supports growth planning by aligning forecasts with your business goals.

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Get a fixed quote

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EXPERT CONSULTANCY

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Ensure your eatery's finances work as hard as you do. Get free consultancy with GenZed and see how we can help you achieve sustainable growth.