"We used to spend ten days pulling together the quarterly model. Now I have three scenario branches ready before our Monday exec sync. The CFO asked me how — I showed him the data was live."
Decision Intelligence for FP&A
Stop Running the Quarter on Last Quarter's Spreadsheet.
InsytVex turns your ERP and CRM data into live scenario models — so your FP&A team runs headcount, churn, and expansion what-ifs in hours, not two-week marathons.
The Quarterly Marathon
Every quarter, the same two-week scramble.
Before your FP&A team can run a single scenario, they're buried in data prep. By the time the model is ready, the business has moved on.
Stitching 6 ERP exports by hand
Every quarter begins with the same ritual: download, rename, paste, reconcile. Hours lost before a single number is analyzed.
Version control chaos
"Which spreadsheet is current?" is asked at every CFO review. One wrong version invalidates the entire board presentation.
Stale assumptions by delivery
Two weeks of model-building means the assumptions are already outdated when the CFO finally reviews. The market moved faster than the spreadsheet.
The InsytVex Platform
A single model that stays live between quarters.
Connect your data sources once. Build scenario models that update automatically. Present with confidence — every time.
Step 1
Connect your ERP and CRM once, sync forever
InsytVex integrates with NetSuite, Salesforce, HubSpot, Workday, QuickBooks, and more. Set up field mappings once — data refreshes on your schedule, not yours.
- Pre-built connectors for 15+ ERP and CRM systems
- Automatic schema detection and field mapping
- Daily, weekly, or on-demand data refresh
- Data validation alerts on sync
Step 2
Build driver-based scenarios with branching assumptions
Replace fixed budgets with live scenario trees. Define your key drivers — hiring pace, churn rate, expansion velocity — and branch into base, upside, and downside cases instantly.
- Visual scenario tree builder — no formulas
- Driver-based assumption inputs with ranges
- Version branching with full audit trail
- Auto-recalculation on driver changes
Step 3
Compare scenarios side-by-side, export board-ready
Your CFO and board don't want raw data — they want clarity. InsytVex generates side-by-side scenario comparisons and slide-ready exports so you walk into every meeting prepared.
- Side-by-side scenario comparison panel
- Confidence range visualization
- Board-ready PDF and slide export
- Shared links for exec review
What Your Team Can Do
Built for the decisions FP&A teams make every quarter.
Headcount Planning
Model hiring, attrition, and ramp scenarios across departments. Compare headcount cost under three growth rates before the CFO asks.
Learn more →Churn & Expansion Revenue
Connect CRM signals to revenue forecasts. Model what happens when churn increases 2% or NRR improves by 8 points.
Learn more →Board & Exec Reporting
Export scenario summaries with confidence ranges, waterfall bridges, and narrative context — slide-ready in minutes.
Learn more →
Real Speed, Real Confidence
Run three scenarios in the time it used to take to build one.
No more waiting two weeks for a model that's already outdated. InsytVex teams deliver scenario analysis in the same meeting where the question is asked.
3.2x
faster model iterations vs. prior manual spreadsheet workflow (customer-reported)
87%
average reduction in manual data prep time per cycle (customer-reported)
30+
FP&A teams running live scenario models as of Q1 2026
Customer Evidence
FP&A teams that have made the switch.
"The board used to question our assumptions because they couldn't see the sensitivities. Now we walk in with three scenarios, confidence ranges, and the drivers behind each one. The conversation changed completely."
Integrations
Connects to the systems your team already uses.
Salesforce
HubSpot
NetSuite
QuickBooks
Workday
Snowflake
Google Sheets
Excel
More integrations via CSV and API. See all integrations →
Build your first live scenario model this week.
Schedule a 30-minute walkthrough with our team. Bring your own data questions.