Your budget, forecast and actuals in one living model.
Scaleup FP&A builds a linked P&L, balance sheet and cash flow from the drivers that actually run your company, keeps closed months tied to your accounting system, and lets you lean on Claude as your finance partner: ask for a what-if in plain language, in the app, on claude.ai or on your phone.
Powered by Copenhagen Finance Partners, the FP&A team behind the tool.
- 3 statementsP&L, balance sheet and cash flow, linked month by month over three years
- Odoo, e-conomic and moreActuals from your accounting system, read-only and mapped to your chart of accounts; other ERPs on request
- Claude as your finance partnerIn the app, on claude.ai and on your phone, through a connector we set up for you
- Hosted in the EUApplication in Amsterdam, database in Ireland
Screenshots throughout this page are the real application running a demo company, Nordlys Consulting ApS, with illustrative figures.
Everything a growing company needs to plan, and nothing it doesn't.
For companies that have outgrown the spreadsheet but don't need an enterprise planning suite, a finance team or a six-month implementation.
Driver-based revenue
Customers, products, locations, subscriptions or billable hours: model revenue the way you earn it, and the P&L follows.
Headcount and payroll
One row per person or role with start dates, salary, bonus and pension. Hires land in the right P&L line and month.
A balance sheet that balances
Receivable, payable and inventory days, capex and financing roll into a balance sheet and a cash flow that show the low point before you reach it.
Actuals where they belong
Sync Odoo, e-conomic or your ERP and every closed month reports what actually happened, on every statement. The plan only covers what's still ahead.
Scenarios and versions
Compare worst, base and best cases side by side, freeze the budget you sign off, and roll forward when the year turns.
Safe to share
Owners, editors and viewers, unlimited users, a restore point every hour the model changes, and a record of who changed what.
From the driver to the statement, in one place.
A dashboard that reads the plan for you.
Cash at year end, revenue and EBITDA against plan, where the money goes and what the model noticed, ranked by what changes your decisions rather than by size.
- Actual months in one colour, plan months in another
- Cash through the year, with the low point called out
- Headcount and its cost on one timeline
Actuals and plan, side by side.
Closed months show what your ledger says, open months show the plan, and the full year adds them up. Colour tells you where every number came from, never whether it is good news.
- Excel-like grids with formulas and arrow keys
- Full year and year-to-date in the same view
- Any currency, shown in units, thousands or millions
Plan revenue the way you earn it.
Four kinds of revenue driver, one for each way a company earns. Pick yours.
- Each driver posts to its own P&L line
- Mix them: a showroom and a subscription in one plan
- A monthly build-up you can check line by line
Each customer books hours per month by seniority against a shared rate card. Change a rate or an hour and the whole plan follows.
Starting customers, new logos, churn and expansion roll into an MRR bridge, month by month, with net revenue retention and exit ARR read off the top.
A product catalogue with list prices, and under each customer the products they buy, in units per month with growth and discounts. Revenue by product sums across customers.
The plainest driver: a customer, a P&L line to post to, and the sales you expect in each month. For showrooms, locations or anything you plan directly.
People, the biggest line in most plans.
One row per employee or role. Start and end dates, salary, bonus, pension and costs per employee flow into the P&L automatically.
- Download and upload the employee sheet
- Choose which P&L line each person lands on
- Costs per employee follow headcount by themselves
Know the downside before the board asks.
Adjust revenue, personnel cost, other costs and capex for a worst and a best case, and compare every year of the plan in one table.
- The base case is your plan, locked
- Three years compared at once
- Change a lever and every output updates
Lean on Claude's models, with your own numbers behind every answer.
Use the assistant inside the tool, or work from your own Claude. As part of every set-up we configure a Claude connector (MCP) for your model, so you can ask, test and change your plan from claude.ai or the Claude app on your phone, wherever you are. Claude reads your statements and drivers, runs what-ifs without saving, and makes changes on request, with the same rights as you.
describe_modeladd_driver_employee · dry runread_statement · cash flowtake_restore_pointadd_driver_employee × 2Illustrative conversation with a demo model.
- "Why is EBITDA below plan this month?"
- "Where is our cash low point if we hire two engineers in March?"
- "Set receivable days to 40 and show me the cash effect."
- "Write the month-end commentary for the board."
- "What changed in the forecast since last month?"
- "Give me a worst case with revenue 15% down and costs flat."
Up and running in weeks, not months.
- Connect your accounting systemWe connect Odoo, e-conomic or your ERP read-only, map your chart of accounts and load your opening balance and history.
- Build your plan with usRevenue and headcount drivers, capex and assumptions. The P&L, balance sheet and cash flow build themselves.
- Run your month, with ClaudeWe set up your Claude connector. Each month actuals sync in, the forecast rolls on, and you, your team or Claude update the plan where reality moved.
Priced per company, never per user.
Invite your whole team, your board and your accountant at no extra cost. Prices per company per month, billed annually, in EUR excluding VAT.
Core
One company on the standard model, often run by your bookkeeper or accountant.
- Budget, forecast and actuals side by side
- P&L, balance sheet and cash flow, linked monthly
- Read-only sync from Odoo, e-conomic or your ERP
- Versions, scenarios and hourly restore points
- Unlimited users
- Email support
Growth
A model shaped around how you earn and spend.
- Everything in Core
- Driver-based revenue: customers, products, subscriptions, hours
- Headcount and payroll planning
- KPI dashboard
- AI assistant in the tool, and a Claude connector for your own Claude
- A model review with us every quarter
Scale
Groups and set-ups beyond the standard.
- Everything in Growth for up to three companies
- €190 for each further company
- Other accounting systems on request
- Priority support with a named contact
| Launch package, one-off | What we do | Live in | Price |
|---|---|---|---|
| Core launch | Connect your accounting system, map your chart of accounts, load your opening balance and 12 months of history, one training session | 1–2 weeks | €1,900 |
| Growth launch | As Core, plus 24 months of history, a revenue driver and your headcount plan set up, your first budget built with you, two training sessions | 2–4 weeks | €4,900 |
| Scale launch | As Growth, for several ledgers or complex charts of accounts, three training sessions | 4–6 weeks | from €7,900 |
Monthly billing is possible at 15% more; a 24-month term takes 10% off. Anything built specifically for you is scoped and quoted separately; see customisation.
Built around your business, not the other way round.
The standard model covers most growing companies. When it doesn't, we build what you need into your model, and keep it running as the tool evolves.
Custom revenue drivers
Projects, locations, contracts, seasonality, a sales pipeline: whatever actually drives your revenue, modelled the way your team thinks about it.
KPIs and board packs
The measures your board, bank or investors ask for, set up as a dashboard and a monthly pack in your format.
Integrations
Another accounting system, a payroll feed, a CRM pipeline or a data warehouse, connected and kept in sync.
Models beyond the tool
Investor models, funding cases, due-diligence support, or a planning model for a part of the business that needs its own.
We don't publish prices for custom work, because no two set-ups are alike. Tell us what you need, we scope it with you, and you get a fixed quote before anything is built.
A tool built by finance people, and the finance people to run it with you.
Scaleup FP&A is built and backed by Copenhagen Finance Partners, an FP&A advisory team. When you want more than software, we review your month, keep the forecast honest and prepare your board, on Scaleup FP&A or on the planning tool you already use.
| Advisory retainer | Scope | Per month |
|---|---|---|
| Essential | Month-end review of your actuals, management pack with commentary, a monthly callAbout a senior day and half an analyst day | €1,900 |
| Partner | Essential, plus a rolling forecast every month, a monthly management meeting, a quarterly board pack and the annual budget run with youAbout two senior days and an analyst day | €3,900 |
| Extended | Partner, plus board and investor meetings, funding, bank and due-diligence support, finance team and process developmentAbout four senior days and two analyst days | €7,500 |
| Finance function | A part-time CFO and an analyst in your team every week, on site or online; Growth licence included | from €9,900 |
Built to be trusted with the numbers.
Tell us about your company and your numbers.
A few lines about your business and what you want from your planning is enough. We come back with how Scaleup FP&A would fit, what it would cost, and a time to talk.
Prefer email? ts@copenhagenfinancepartners.com