Review together. Approve with confidence. Report from one shared version
One shared version from first edit to final report.
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Compare plansFor individual analysts, founders and advisors.
For small finance teams working together in one shared workspace.
For finance teams managing multiple entities, clients or users.
Questions about review, access and approvals.
Assign owner, editor or viewer access at workspace, model or branch level. Each person gets access to the work they need, without giving everyone control over everything.
Yes. Viewers can review statements, scenarios and reports without changing formulas or assumptions. Notes, comments, tags and attachments stay with the item being reviewed, keeping the conversation and the numbers together.
Version history records every change. AI can answer questions about an edit, trace it back to the affected assumptions and show the impact across forecasts, scenarios and statements before anything is approved.
The reporting agent writes the final pack from the version you approved. Figures, charts and commentary stay linked to those exact numbers, so there’s no separate report to rebuild or reconcile.