FP&A Should Analyze. Not Build Charts.
Sam is CFO at a growth-stage company. Every month close, her team spends 6 days building the same 40-slide financial deck. Revenue waterfalls, expense breakdowns, margin analysis — all manually rebuilt from scratch.
The FP&A Formatting Tax
Days 1-2: Pull data from NetSuite. Days 3-4: Build charts in PowerPoint. Days 5-6: Format, review, revise. Days 7-10: Present. Repeat every month. That's 6 days of financial talent spent on formatting instead of analysis.
Four steps automated. One step yours.
Financial Data Pull
SteercoScouts pull revenue data, expense reports, cash flow metrics, and investor-relevant KPIs from your finance stack.
Variance & Trend Analysis
SteercoWranglers reconcile actuals vs. forecasts, flag material variances, and surface investor-relevant trends.
Investor Narrative
SteercoCowboys build the financial story — performance highlights, forward guidance, and strategic context.
Compliance Formatting
SteercoEvery investor deck formatted to regulatory standards — consistent, auditable, and board-ready.
Investor Meeting
HumanWalk in ready. Present to investors, answer questions, and drive confidence in the business.
Close Faster. Analyze Deeper.
Monthly Close Decks
Revenue waterfalls, expense breakdowns, margin analysis, variance narratives. Pulled live from NetSuite, Snowflake, and your data warehouse.
Budget vs. Actuals Reports
Budget variance with automated heat maps. Revenue, COGS, gross margin, OpEx, EBITDA — all compared automatically.
Fundraising & Earnings Narratives
Investor-ready narratives with live metrics — ARR, growth rate, NRR, LTV:CAC — formatted for board or investor consumption.
Available Formats
The Numbers Speak for Themselves.