Finance areas · 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.

Read the budgets reference
End to endPlanning & allocation
Dimensions shape everythingStructure
The budget is built, not typedBuild
Shared costs distributed by ruleAllocate
Forecasts blend actuals and plan
Forecast

The whole planning surface

  • Budgets
  • Forecasts & scenarios
  • Cost allocation
  • Dimensions
  • Variance analysis
  • Reporting

01 / The lifecycle

From plan to variance,
on one set of dimensions.

  1. STRUCTURE01

    Dimensions shape everything

    Departments, projects and cost centers are defined once — the same dimensions carry budgets and actuals, so they always compare.

  2. BUILD02

    The budget is built, not typed

    From scratch, copied forward from last year, or from a template — monthly, quarterly or annual granularity.

  3. RECORD03

    Actuals arrive on their own

    Every posting already carries its dimensions — there is no export-and-map step between the ledger and the plan.

  4. ALLOCATE04

    Shared costs distributed by rule

    Allocation runs distribute overhead by the methods you define, posting governed entries with the full calculation preserved.

  5. COMPARE05

    Variance is a living view

    Plan versus actual with drill-down to the underlying transactions — any day of the month, not after the close.

  6. FORECAST06

    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.

02 / Coverage

Planning that shares data
with the books.

01

Budgets

Built from scratch, copied forward, or template-based — at the granularity your planning cycle needs.

02

Forecasts & scenarios

Blend year-to-date actuals with projections; keep scenarios side by side.

03

Cost allocation

Multi-method allocation runs — overhead distributed by rule, posted with the math attached.

04

Dimensions

Departments, projects, cost centers — one dimensional model across plan and actuals.

05

Variance analysis

Plan versus actual with drill-down to transactions — interpretation, not archaeology.

06

Reporting

P&L, balance sheet and management views on the same data — generated, not assembled.

03 / 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.

PLUGIN

Budget Planning

Four-mode budget planning system

PLUGIN

Cost Allocation

Multi-method cost allocation engine

PLUGIN

Financial Reports

Complete financial reporting suite

Not limited to three

Add your own agents.
They follow your rules.

Accountants describe the work to Claude in plain language — what starts it, what to check, when to ask a person. Claude turns it into an agent with its own triggers, steps and limits, running under the same controls and audit trail as the three above.

Alert budget owners at 80% consumedRe-run allocations when headcount changesDraft the variance note at month-end
See all plugins

04 / Go deeper

The reference,
and the walkthroughs.

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.

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