PLATFORM · PLANNING & ALLOCATION

Plans built on the ledger, not beside it.

Budgets, forecasts, scenarios and cost allocation live on the same dimensional data as your actuals — entities, departments, projects. Plan versus actual is a query, not a quarterly spreadsheet reconstruction.

Map this workflowRead the budgets reference
HOW IT ACTUALLY RUNS

From plan to variance, on one set of dimensions.

01STRUCTURE
Dimensions shape everything
Departments, projects and cost centers are defined once — the same dimensions carry budgets and actuals, so they always compare.
02BUILD
The budget is built, not typed
From scratch, copied forward from last year, or from a template — monthly, quarterly or annual granularity.
03RECORD
Actuals arrive on their own
Every posting already carries its dimensions — there is no export-and-map step between the ledger and the plan.
04ALLOCATE
Shared costs distributed by rule
Allocation runs distribute overhead by the methods you define, posting governed entries with the full calculation preserved.
05COMPARE
Variance is a living view
Plan versus actual with drill-down to the underlying transactions — any day of the month, not after the close.
06FORECAST
Forecasts blend actuals and plan
Mid-year forecasts combine year-to-date actuals with projected months — scenarios without a second spreadsheet.

ALLOCATION RESULTS POST AS GOVERNED LEDGER TRANSACTIONS — THE CALCULATION THAT PRODUCED EVERY NUMBER IS PRESERVED

WHAT ARTIFI COVERS

Planning that shares data with the books.

Budgets
Built from scratch, copied forward, or template-based — at the granularity your planning cycle needs.
Forecasts & scenarios
Blend year-to-date actuals with projections; keep scenarios side by side.
Cost allocation
Multi-method allocation runs — overhead distributed by rule, posted with the math attached.
Dimensions
Departments, projects, cost centers — one dimensional model across plan and actuals.
Variance analysis
Plan versus actual with drill-down to transactions — interpretation, not archaeology.
Reporting
P&L, balance sheet and management views on the same data — generated, not assembled.
WHO DOES THE WORK

This domain runs as plugins.

Planning logic is exactly what plugins are for: owned, adaptable business logic your team can change — run interactively in Claude Cowork or on Artifi agents. See all plugins →

PLUGIN
Budget Planning
Four-mode budget planning system
PLUGIN
Cost Allocation
Multi-method cost allocation engine
PLUGIN
Financial Reports
Complete financial reporting suite
GO DEEPER

The full reference is public.

Everything on this page is documented in depth. Read it before you talk to us, if that's your style.

Budgets — full reference →Allocations →Dimensions management →Reports →How-to: plan a budget →How-to: allocate costs →
START WITH THIS WORKFLOW
Next quarter's budget, on real data.

Build one department's budget on your actual dimensional data and compare the variance view against your current spreadsheet process.

Map your planning workflow →