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Budgeting & Forecasting
Mirroring an in-house finance department, at GenZed, we offer comprehensive budgeting and forecasting services tailored to the unique needs of the tech industry. Our approach combines advanced technology, meticulous bookkeeping, and in-depth industry knowledge to provide tech companies with accurate and insightful financial forecasts. We integrate with platforms like Google Sheets, Xero, and others to ensure your data is always up-to-date, accessible, and actionable.
What We Offer
Seamless Integration with Google Sheets, Xero, and More
We integrate with platforms such as Google Sheets, Xero, and others to manage your data with speed, accuracy, and efficiency. This seamless integration ensures that your financial records are always up to date, allowing us to quickly transform them into actionable budgets and forecasts.
Detailed and Consistent Bookkeeping
Our meticulous bookkeeping and data entry processes ensure that every financial transaction is consistently recorded, providing a reliable foundation for generating accurate reports, budgets, and forecasts.
AI-Driven Error Checking
We use AI technology to review all of our bookkeeping entries, identifying errors and inconsistencies. This ensures that your financial data is both accurate and reliable, which is crucial when forecasting future performance.
Customisable, Visual, and Secure Dashboard
Our secure, customisable dashboard offers an intuitive, visual platform for tracking financial performance. You can pull data from Google Sheets, Xero, and others to create simple graphs and charts that make it easy to monitor key metrics. The dashboard is fully customisable, providing real-time insights and variance tracking between your budget forecasts and actual results.
LLM-Powered Instant Data Insights
Our Large Language Model (LLM) is integrated into the dashboard to provide instant answers to any financial questions. Whether you need to compare variance reports, assess profit margins, or track cloud service expenses, our LLM offers real-time insights. Additionally, the LLM helps you easily view and track variances, with our team providing detailed commentary to explain any discrepancies.
How We Work
Automation with Custom Scripts and Macros
We have in-depth expertise with spreadsheets, allowing us to write custom scripts and macros to automate repetitive tasks, such as report generation or data consolidation. This automation ensures timely delivery of your forecasts with minimal manual intervention
Comprehensive Budgets and Forecasts
Leveraging our detailed bookkeeping, we generate thorough budgets and forecasts that account for potential risks and opportunities. We can work closely with budget holders and sales managers to understand upcoming challenges, allowing us to create multiple scenario-based projections that offer a 360-degree view of your financial future.
Ongoing Tracking Against Budgets and Forecasts
As the fiscal period progresses, we track actual performance against the budget, providing real-time variance reports for all scenarios. We ensure that you can view and track these variances easily in the dashboard, with detailed commentary written in plain English to explain the underlying causes, helping you adjust your strategies accordingly.
Industry-Specific Insights
Our team has deep experience in the tech industry, giving us the ability to ask the right questions and make better predictions about your financial future. Whether it’s cloud service costs or scaling challenges, we offer insights tailored to your business.
Highly Customised and Personalised Service
At GenZed, we pride ourselves on offering highly personalised services. Our team works closely with you to understand your specific needs, ensuring that we deliver tailored solutions. We handle the complexity, so you can focus on your business with minimal effort on your part.
Why Choose GenZed?
We blend technological expertise, financial insight, and a personalised approach to provide budgeting and forecasting services that fuel growth for tech companies. Acting as your finance department on demand, we deliver custom dashboards, real-time variance tracking, and detailed commentary—equipping your business with the tools to make informed decisions and drive success.
– We integrate with Google Sheets, Xero and others to ensure accurate data for forecasting.
– AI reviews our bookkeeping entries for errors, giving you reliable data.
– Our dashboard displays budgets and forecasts with intuitive graphs for easy tracking.
– The LLM provides instant answers and tracks variances, while our team explains any discrepancies.
– We automate tasks with scripts and macros, ensuring accuracy and timely reporting.
– We monitor actuals against budgets, explaining variances and helping you make adjustments.
– Our hands-on personal service is enhanced by advanced technology, ensuring you get expert service along with seamless, tech-driven solutions.
– Our tech industry expertise enables tailored insights and reliable forecasts.
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Expert Consultancy
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Expert Consultancy
Book Your Free Consultation
Gain the financial clarity you need to achieve your tech company’s goals. Get free consultancy with GenZed and discover how our tailored solutions can support your growth.