PlanningTreasuryAnalytics

Every number,
understood.

The AI-powered FP&A platform that gives every department head — marketing, ops, sales, engineering — the financial clarity to own their budget with confidence.

Book a 15-min intro — free accessView pricing

Quick intro call. Get full platform access the same day. No commitment.

< 5 min
CSV to Insight
Multi-Currency
Budget Workflows
Board-Ready
Reports & Decks
Q1 2026 Budget vs Actual
$1.24M ▲ 4.2% under budget
AI Adviser Insight
Marketing spend is trending 12% below plan. Reallocating $18K to Q2 digital campaigns could improve lead conversion by an estimated 8%.
Your Data, Your Cloud
BYOL architecture — we never touch it
Upload & Go
Drop a CSV or Excel file. AI maps your chart of accounts automatically — no ERP integration needed to start.
AI-Powered Advisory
Your personal FP&A analyst surfaces variances, flags risks, and recommends actions in plain English.
Zero-Trust Architecture
Customer data stays in your own Docker container. Perfice never sees your financials. Period.