FP&A — Configuration

Connect once, refresh forever

What you do: Connect your accounting system and set an opening cash balance. That's the whole setup.
What Ataski does: Pulls your P&L, billing and pipeline on a monthly cadence and rebuilds the forecast automatically — Slack and Stripe are optional power-ups.
Why you can trust it: Connections are read-only and scoped; nothing is written back to your books, and you can revoke access any time.

Demo data — every form submission is intercepted.

QuickBooks connected Opening cash set Stripe linked Forecast live — 14 months runway

Financial Analyst Aujourd’hui Modèle Clôture Conseil Configuration

Données et réglages

D'où viennent les chiffres, votre type d'activité et où envoyer le rapport.

De quoi il s'agit

D'où le système lit vos chiffres (vos systèmes comptables), quel type d'activité vous êtes (il pilote les leviers du modèle) et à quelle fréquence envoyer le rapport. Réglez-le une fois — il tourne tout seul.

D'où nous lisons les chiffres · systèmes comptables

QuickBooks Online bouton de connexion Northbridge Analytics (realm 9341000400112233) ✓ connecté

Xero bouton de connexion Connecter

NetSuite clés Connecter

Sage Intacct clés Connecter

1C (OData) clés Connecter

Google Sheet — compte de résultat manuel si vous n'avez pas d'ERP Connecter

Stripe pour le rapprochement du chiffre d'affaires Connecter

Les données se synchronisent en continu ; le modèle complet est recalculé chaque mois à la clôture des comptes, ou à la demande.

Type d'activité · pilote les leviers du modèle ?Détecté automatiquement à partir de vos données ; vous pouvez le remplacer. Leviers SaaS = clients/prix/attrition ; commerce = commandes/panier ; services = heures/taux.

Où envoyer le rapport

DigestSlack / e-mailEnregistrer

Budget (plan annuel)importé en CSVRemplacer

Reporting

What you get

Exports & delivery

Every monthly refresh produces board-ready artefacts. Approve a narrative and it ships on your chosen channel; export the model to a spreadsheet any time. Below is exactly what lands in your inbox, Slack, and downloads.

Monthly board narrative

In-app review

A plain-English read on what moved this month — runway, NRR, margin, sales efficiency — with the source lines cited. Reviewed and approved in your workspace inbox.

Delivered via your workspace inbox

Forecast workbook

.xlsx

The full 12-month model with live formulas: assumptions, monthly P&L, every saved scenario, and the macro benchmark snapshot.

Delivered via one-click download

Quarterly board pack

PDF

A board-ready deck draft with exec summary, the metrics on this dashboard, a Q&A simulator, and a promise ledger checking prior commitments. (Board-pack tier.)

Delivered via one-click download

On-demand runway check

Slack /runway

Type /runway in Slack to trigger a fresh refresh and get the headline back in seconds — no dashboard trip required.

Delivered via Slack slash command

Forecast workbook (.xlsx)

One-click download. Live formulas — scenario multipliers drive the dependent revenue rows, so a board member can flex assumptions in Excel.

Download .xlsx

Assumptions Monthly P&L Scenarios Cohorts Macro

Line	Apr 26	May 26	Jun 26	Jul 26
Revenue	150,000	153,200	156,800	160,900
COGS	(33,000)	(33,700)	(34,500)	(35,400)
Gross profit	117,000	119,500	122,300	125,500
Operating expense	(172,000)	(173,400)	(175,100)	(176,900)
Net burn	(22,000)	(20,700)	(18,900)	(16,500)
Ending cash	290,000	269,300	250,400	233,900

Preview · Monthly P&L sheet · figures from the Northbridge sample