Welcome to SMB CFO Planning & Reporting

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 bot-Planner is the essential bridge between the complexity of today's General Ledger (GL) systems and the simplicity of future AI-native finance. It operates as a robust, enterprise-grade forecasting and reporting framework built on the familiar power of Excel.

Unlike traditional planning tools, bot-Planner is designed to automatically calculate offsetting debits and credits, standardizing the forecast output across any GL structure. This is the only solution that guarantees a fully balanced set of financial statements—P&L, Balance Sheet, and Cash Flow—from user input 

Balanced Books Forecasting - debits = credits | botPlanner eliminates the "design flaw" inherent in P& centric forecasting.  bot-Planner ensures your Balance Sheet is always balanced, providing reliable, auditable Cash Flow projections

Universal Financial Statements, Visuals & KPIs | botPlanner standardizes financial statements by assigning GL accounts directly to Financial Statement summary lines, completely bypassing the need for manual, non-posting COA rollups or complex hierarchy maintenance within the source system

One-Click Budgeting | Transform your continuously updated forecast into the official annual budget instantly, eliminating weeks of manual work and link-checking

Zero Setup Pain | Works with any Chart of Accounts (COA), in any order. No need for complex, manual COA rollups or non-posting summary accounts.

Real-Time Accuracy | Continuous integration with your Trial Balance keeps your rolling forecast aligned with actuals, providing a 360-degree view of your financial position (Past, Present, and Future).

Eliminate Day-One Budget Variance | Your new budget is locked down with January Actuals included, ensuring your first month of Budget-to-Actual reporting starts at zero variance

Massive Time Savings: Cut annual budgeting and month-end reconciliation time by 50% or more, allowing your team to focus on strategic analysis rather than maintenance.