For FP&A Teams at Mid-Market Companies
Replace the quarterly spreadsheet marathon with a model that stays live between closes. Run three scenarios while other teams are still pulling the data.
The quarterly close shouldn't be a ten-day data assembly project.
Manual ERP exports every cycle
Finance teams download the same reports from NetSuite or QuickBooks every quarter — then spend days reconciling them in Excel before a single forecast runs.
No scenario branching in spreadsheets
Running a base, upside, and downside in Excel means three separate files. Any assumption change has to be made in three places — and version drift is guaranteed.
Model is stale before the board sees it
Ten days of data prep means your forecast reflects business conditions from two weeks ago. The CFO asks "what changed since last week?" and there's no fast answer.
Live data in. Scenario models out. Every quarter.
Connect once, refresh automatically
Pre-built connectors to NetSuite, Salesforce, HubSpot, Workday, and QuickBooks. Set up field mappings once — data syncs on your schedule.
Driver-based models that branch
Define your key assumptions (churn rate, hiring pace, expansion NRR) once. Branch into base, upside, downside. Every branch recalculates automatically when a driver changes.
Board-ready in minutes, not days
Export scenario summaries as slide-ready PDFs with waterfall charts, sensitivity tables, and assumption summaries. Walk into every review prepared.
When the CFO asks "what if we slow hiring by 20%?" — you have an answer in the same meeting.
One model, one source of truth. No more "which spreadsheet is current?" conversations.
Every change is logged with author, timestamp, and rationale. Never lose the history of how the model evolved.
What Monday morning looks like with InsytVex.
8:00 AM — Data synced automatically
You open InsytVex and all three data sources (NetSuite, Salesforce, Workday) already refreshed overnight. No manual exports. No reconciliation ritual.
9:30 AM — Update key assumptions
The sales team shared an updated pipe review. You adjust the expansion NRR driver from 118% to 122% and the model recalculates all three scenario branches instantly.
11:00 AM — Share with CFO before the meeting
You generate the board scenario pack — three scenarios, waterfall chart, sensitivity table, assumption summary — and share the link. CFO reviews before the noon sync.
12:00 PM — CFO meeting with live answers
CFO asks about slowing hiring by 15%. You adjust the assumption live. The answer is on screen in 8 seconds. The conversation shifts from "what are the numbers?" to "what's the right decision?"
What FP&A teams achieve with InsytVex.
Built for FP&A teams like yours.
Schedule a walkthrough using your own data sources and scenarios.