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โœจ AI-Powered FP&A Platform

Stop Wrestling with Spreadsheets. Start Making Decisions.

NextFPA connects all your financial data, automates reporting, and delivers AI-powered insights โ€” all without leaving Excel.

N NextFPA Dashboard LIVE ๐Ÿ”” โš™ BUDGET vs ACTUAL $12.4M โ–ฒ On Track FORECAST ACC. 94.2% โ†‘ +2.1% vs last qtr CLOSE TIME 2.1 days โ†“ 68% faster DATA SOURCES 12 Auto-synced Revenue vs Budget Last 12 months ยท Updated 2 min ago Q1 Q2 Q3 Q4 Now Actual Revenue Budget Q3 Revenue $3.21M โ–ฒ +8.4% Department Spend Marketing 42% Ops 29% R&D 21% Other 8% ๐Ÿค– AI INSIGHT
"Q3 marketing is 14% over budget. Reallocate $180K from Q4 trade shows โ†’ digital. Projected ROI: +340%"
Cash Position $8.2M Headcount Cost $4.1M Variance Alerts 3 needs review
๐Ÿ“‹ Excel-Native Platform

Keep Excel. Gain Everything Else.

The only FP&A platform that works inside Excel โ€” not beside it. Live data, version control, and AI without changing how your team works.

Budget_FY2025.xlsx Home Insert Formulas NextFPA โœฆ A B C D E F Department Q1 Budget Q1 Actual Variance Q2 Forecast Marketing $420K $420K $478K -$58K $440K Operations $280K $271K +$9K $285K Engineering $640K $628K +$12K $655K Finance $90K $88K +$2K $92K =NFPA.LIVE("ERP.Marketing.Q1.Actual") โšกLIVE Connected: SAP S/4HANA ยท Last sync 2m ago ยท Next in 8m Data Sources ๐ŸŸฆ SAP S/4HANA โ— Connected โ˜๏ธ Salesforce CRM โ— Connected ๐ŸŸฃ Workday HCM โ— Connected ๐Ÿฆ Bank Feeds โ— Live โž• Add Source 196+ available โœฆ NextFPA Active AI + Automation ON
๐Ÿค– AI Finance Assistant

Meet Your New AI Finance Partner.

FP&A Genius โ€” the first generative AI assistant built specifically for finance. Variance narratives, anomaly detection, and strategic insights instantly.

โœฆ FP&A Genius AI ๐Ÿ“Š Budgets ๐Ÿ”ฎ Forecasts ๐Ÿฆ ERP Data ๐Ÿ“ˆ Reports ๐Ÿ’ง Cash Flow ๐ŸŽฏ Variance ๐Ÿ’ฌ NL Q&A "What drove the Q3 margin decline?" โ†’ Marketing overspend +$58K vs budget โ†’ Reallocate $180K from Q4 trade shows AI analyzing 47 data points ยท 3 anomalies detected ยท Last run 4 min ago
๐Ÿญ Industry-Specific FP&A

Built for Your Industry. Not Just Finance.

Deep expertise across 10 verticals โ€” Manufacturing, Healthcare, SaaS, Retail, Financial Services. Pre-built models that match your business from day one.

๐Ÿญ
Manufacturing
Job costing & variance
๐Ÿฅ
Healthcare
Revenue cycle & workforce
๐Ÿ’ป
Technology
ARR/MRR & SaaS metrics
๐Ÿฆ
Financial Svcs
AUM-linked planning
500+
Finance Teams Transformed
70%
Reduction in Reporting Time
$200K+
Average Annual Savings
4 wks
Average Implementation
Trusted by finance teams at leading organizations across the USA & Canada
๐ŸญApex Manufacturing ๐ŸฅMedCore Health Systems ๐Ÿ’ปCloudScale Technologies ๐Ÿ—๏ธPremier Construction ๐Ÿ›๏ธRetailMax Corporation ๐ŸฆMeridian Financial Group ๐ŸŽ“Summit University โšกEnergyFirst Utilities ๐Ÿš›Global Logistics Inc ๐ŸคฒNational Health Foundation ๐ŸญApex Manufacturing ๐ŸฅMedCore Health Systems ๐Ÿ’ปCloudScale Technologies ๐Ÿ—๏ธPremier Construction ๐Ÿ›๏ธRetailMax Corporation ๐ŸฆMeridian Financial Group ๐ŸŽ“Summit University โšกEnergyFirst Utilities ๐Ÿš›Global Logistics Inc ๐ŸคฒNational Health Foundation
The Problem

Finance Teams Spend 80% of Time on Manual Work

The average finance team spends 4 out of 5 hours collecting data, reconciling spreadsheets, and building reports โ€” leaving almost no time for strategic analysis.

๐Ÿ˜ฉ
Manual Data Collection
Hours copying from 8+ systems into spreadsheets every month. Version chaos. Reconciliation that never ends.
๐Ÿ“…
Stale Reports โ€” Always Late
By the time the report is ready, numbers are 3 weeks old. Decisions made on yesterday's data.
๐Ÿ”ฎ
Unreliable Forecasts
Static point-in-time models on outdated assumptions. Variance explanations take days, not seconds.
The Solution

Give Your Finance Team Superpowers

N NextFPA Dashboard LIVE ๐Ÿ”” โš™ BUDGET vs ACTUAL $12.4M โ–ฒ On Track FORECAST ACC. 94.2% โ†‘ +2.1% vs last qtr CLOSE TIME 2.1 days โ†“ 68% faster DATA SOURCES 12 Auto-synced Revenue vs Budget Last 12 months ยท Updated 2 min ago Q1 Q2 Q3 Q4 Now Actual Revenue Budget Q3 Revenue $3.21M โ–ฒ +8.4% Department Spend Marketing 42% Ops 29% R&D 21% Other 8% ๐Ÿค– AI INSIGHT
"Q3 marketing is 14% over budget. Reallocate $180K from Q4 trade shows โ†’ digital. Projected ROI: +340%"
Cash Position $8.2M Headcount Cost $4.1M Variance Alerts 3 needs review
70%
Less time on reporting
4 wks
Average go-live
98%
Customer satisfaction
Platform

Everything Your Finance Team Needs

Six powerful capabilities. One unified platform. Zero IT tickets required.

โœฆ FP&A Genius AI ๐Ÿ“Š Budgets ๐Ÿ”ฎ Forecasts ๐Ÿฆ ERP Data ๐Ÿ“ˆ Reports ๐Ÿ’ง Cash Flow ๐ŸŽฏ Variance ๐Ÿ’ฌ NL Q&A "What drove the Q3 margin decline?" โ†’ Marketing overspend +$58K vs budget โ†’ Reallocate $180K from Q4 trade shows AI analyzing 47 data points ยท 3 anomalies detected ยท Last run 4 min ago
AI-Powered

FP&A Genius โ€” The Finance AI That Actually Works

The first complete generative AI assistant built specifically for FP&A. Not a general-purpose AI bolted onto finance โ€” a purpose-built intelligence trained on financial patterns, accounting principles, and planning workflows.

  • Natural language Q&A: "What drove Q3 margin decline?"
  • Auto-generated variance narratives โ€” board-ready in seconds
  • Anomaly detection across all financial data streams
  • Predictive cash flow and budget risk modeling
Explore FP&A Genius โ†’
Excel-Native

Your Team Stays in Excel. We Handle Everything Else.

100% Excel-native means your team keeps their existing models, skills, and workflows. We add live data connections, version control, multi-user collaboration, and AI โ€” without changing a single formula.

  • Live ERP data in Excel formulas โ€” no copy-paste ever
  • Version control: branch, merge, restore any model
  • Multi-user concurrent editing without conflicts
  • Existing models work from day one โ€” no migration
See Excel-Native โ†’
Budget_FY2025.xlsx Home Insert Formulas NextFPA โœฆ A B C D E F Department Q1 Budget Q1 Actual Variance Q2 Forecast Marketing $420K $420K $478K -$58K $440K Operations $280K $271K +$9K $285K Engineering $640K $628K +$12K $655K Finance $90K $88K +$2K $92K =NFPA.LIVE("ERP.Marketing.Q1.Actual") โšกLIVE Connected: SAP S/4HANA ยท Last sync 2m ago ยท Next in 8m Data Sources ๐ŸŸฆ SAP S/4HANA โ— Connected โ˜๏ธ Salesforce CRM โ— Connected ๐ŸŸฃ Workday HCM โ— Connected ๐Ÿฆ Bank Feeds โ— Live โž• Add Source 196+ available โœฆ NextFPA Active AI + Automation ON
Industries

Built for Your Industry

Pre-built models and integrations for 10 verticals โ€” from day one.

View All 10 Industries โ†’
๐Ÿญ
Manufacturing
Job costing & variance analysis
โ†’
๐Ÿฅ
Healthcare
Revenue cycle & payer mix
โ†’
๐Ÿ’ป
Technology
ARR/MRR & SaaS metrics
โ†’
๐Ÿฆ
Financial Svcs
AUM-linked forecasting
โ†’
๐Ÿ›๏ธ
Retail
Open-to-buy & margin
โ†’
๐Ÿ—๏ธ
Construction
Job cost & WIP analysis
โ†’
๐Ÿคฒ
Nonprofit
Fund accounting & grants
โ†’
๐ŸŽ“
Education
Enrollment-driven budgets
โ†’
๐Ÿš›
Logistics
Fleet & lane profitability
โ†’
โšก
Energy
CAPEX & tariff modeling
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Customer Stories

Finance Leaders Who Made the Switch

โ˜…โ˜…โ˜…โ˜…โ˜…

"We eliminated 3 days from monthly close and cut reporting time by 65%. FP&A Genius AI alone saves us 8 hours per week. NextFPA paid for itself in the first quarter."

JM
Jennifer Mills, CFO
Apex Manufacturing ยท 850 employees
โ˜…โ˜…โ˜…โ˜…โ˜…

"Finally a platform that doesn't force us to abandon Excel. Live data from 8 systems in our models. Implementation was 3 weeks โ€” I expected 6 months based on past software experiences."

RC
Robert Chen, VP Finance
TechFlow SaaS ยท Series C, $120M ARR
โ˜…โ˜…โ˜…โ˜…โ˜…

"FP&A Genius caught a $340K budget variance in Q2 that we would have missed for weeks. That single catch paid for the entire annual subscription."

SP
Sarah Park, Director FP&A
HealthPlus Systems ยท 1,200 employees
Integrations

Connects With 200+ Systems in Minutes

Pre-built connectors for every major ERP, CRM, HRIS, and bank. Our in-house team handles setup โ€” no IT required.

SAP S/4HANA
Oracle Fusion
NetSuite
Dynamics 365
QuickBooks
Salesforce
Workday
Sage Intacct
Paycom
ADP
Epicor ERP
More
Get Started Today

Ready to Transform Your FP&A?

Start with 2 users free. See how NextFPA transforms your finance team in just 4 weeks.

โœ“ 2 full users  ยท  โœ“ All features  ยท  โœ“ 4-week onboarding  ยท  โœ“ Sam responds in 4 hours