Financial Planning
Financial planning on live actuals instead of a spreadsheet that is out of date the day it is shared.
What it adds to your workspace
- A driver-based plan for revenue, headcount and spend
- Actuals from your books and billing, every day
- Scenarios your team can edit without breaking formulas
Works with
- Xero, QuickBooks or NetSuite
- A billing connector (optional)
Install
$ segmentstream add financial-planning
▸ files added to your workspace repo
▸ deploy to start
Or ask your agent
“Install Financial Planning with our 2027 hiring plan.”
Pricing
Included during early access. Runs on platform usage.
Part of these solutions
More apps
Want Financial Planning set up for you?
Our forward-deployed engineers build one solution on your data, in your own workspace, as code you own. Tell us what you run today and what you want; your note goes straight to our founder.
- One solution, on your data, in your own workspace
- First version live in two weeks
- Parity proven before anything is switched off
- Fixed scope and price, credited to your contract if you continue
Not ready for a pilot? Send the form anyway with your question. An engineer will reply, not a sales rep.
How the pilot worksYour company’s context, ready for every agent.
$ segmentstream workspace create acme --region eu
▸ workspace ready · data, objects, metrics and access rules in one place
▸ connect Claude, ChatGPT or Cursor with one connector
▸ tell your agent: “add our billing API as a source”
Our engineers build the first version on your data in two weeks, at a fixed price.
Or join the waitlist for self-serve:
Pilots are open now. Self-serve opens to the waitlist this fall.