App for preparing budget and forecast Financial Statements (Balance Sheet and Income Statement) based on planning drivers.
- Add dimension members
- Refresh exchange rates from external provider(s)
- Manually override exchange rate
- Define new top-down allocation
- Plan using manual input values:
- Input planning values using web interface
- Input planning values using spreadsheets
- Input planning values uploading a CSV/spreadsheet
- Plan using planning statistical model (linear regression, weighted average, naïve, etc)
- Plan using custom Python code
- Run allocation to plan top-down
- View audit records
The following resources are available:
- Account
- Accounting Period
- Business Unit
- Currency
- Driver
- Scenario
Available methods are GET, PUT, DELETE and PATCH