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FP&A for financial services
Grow the book without growing the cost base
Model every cost driver against the revenue it supports. When rates move, see which parts of the book still earn their keep and which do not.

FP&A for financial services
Grow the book without growing the cost base
Model every cost driver against the revenue it supports. When rates move, see which parts of the book still earn their keep and which do not.

FP&A for financial services
Grow the book without growing the cost base
Model every cost driver against the revenue it supports. When rates move, see which parts of the book still earn their keep and which do not.

Powering the world's best FP&A teams
Powering the world's best FP&A teams
Powering the world's best FP&A teams
From headcount to board pack
Plan headcount against the revenue it supports
Model roles, ramp, and fully loaded cost against the book they support.
Roll up every entity and currency
Plan each legal entity in one model, translated at FX rates you set.
Report to the board every month
Build the pack once, then refresh it from live actuals each month.
From headcount to board pack
Plan headcount against the revenue it supports
Model roles, ramp, and fully loaded cost against the book they support.
Roll up every entity and currency
Plan each legal entity in one model, translated at FX rates you set.
Report to the board every month
Build the pack once, then refresh it from live actuals each month.
From headcount to board pack
Plan headcount against the revenue it supports
Model roles, ramp, and fully loaded cost against the book they support.
Roll up every entity and currency
Plan each legal entity in one model, translated at FX rates you set.
Report to the board every month
Build the pack once, then refresh it from live actuals each month.
What holds the model together
Actuals you never have to move
Abacum connects to Snowflake, BigQuery, NetSuite and Sage Intacct, and pulls actuals continuously. No nightly export, no re-keying, no stale tab.
What holds the model together
Actuals you never have to move
Abacum connects to Snowflake, BigQuery, NetSuite and Sage Intacct, and pulls actuals continuously. No nightly export, no re-keying, no stale tab.
What holds the model together
Actuals you never have to move
Abacum connects to Snowflake, BigQuery, NetSuite and Sage Intacct, and pulls actuals continuously. No nightly export, no re-keying, no stale tab.
New products don't break the model
Add an entity, a product line, or a funding source without rebuilding downstream reports. Dimensions and formulas follow the change.
New products don't break the model
Add an entity, a product line, or a funding source without rebuilding downstream reports. Dimensions and formulas follow the change.
New products don't break the model
Add an entity, a product line, or a funding source without rebuilding downstream reports. Dimensions and formulas follow the change.
The variance explanation is already written
Abacum Intelligence flags anomalies, drafts formulas, and explains what moved. Every suggestion shows the formula behind it, so you can check it.
The variance explanation is already written
Abacum Intelligence flags anomalies, drafts formulas, and explains what moved. Every suggestion shows the formula behind it, so you can check it.
The variance explanation is already written
Abacum Intelligence flags anomalies, drafts formulas, and explains what moved. Every suggestion shows the formula behind it, so you can check it.
Top financial services companies plan in Abacum
Fintech, lending, credit services and wealth management teams, planning on their own data.
FAQs
Which systems does Abacum integrate with for financial services?
Abacum connects to Snowflake, BigQuery, NetSuite, Sage Intacct, QuickBooks, Xero, Salesforce, Stripe, Chargebee, and payroll systems including ADP, Workday and Rippling. Connections run continuously rather than as nightly batches, so actuals update through the month rather than only at close. Coverage is deepest across modern finance stacks, and less common or industry-specific systems may need custom API work.
Does Abacum handle multi-entity planning and consolidation?
Abacum plans and reports across multiple legal entities in one model, translating local currencies into your reporting currency at FX rates you set. Group roll-ups, variance analysis and board reporting all work at that level. Abacum is a planning system rather than a statutory consolidation tool, so it does not calculate intercompany eliminations or produce statutory filings.
How does Abacum keep forecast assumptions auditable?
Every figure in Abacum traces back to the formula and source data behind it. Assumptions are held as named drivers rather than buried in cells, and version history records what changed between plan versions and who changed it. Permissions control who can edit each input, so a reviewer can inspect any number without rebuilding the model.
Can Abacum plan headcount and cost against revenue drivers?
Yes. Headcount is planned as a driver inside the same model as revenue, so roles, start dates, ramp and fully loaded cost flow straight into margin and cash. Each cost center or entity can own its own inputs, and changes cascade into group reporting without re-keying or a separate workforce planning tool.
What does Abacum Intelligence do, and can finance teams check its work?
Abacum Intelligence drafts formulas, detects anomalies in incoming actuals, and writes first-pass variance explanations. It works inside your existing model rather than as a separate chat tool. Every suggestion shows the formula and the source figures behind it, so an analyst can verify the reasoning before it reaches a board pack.
Does Abacum replace our ERP or accounting system?
No. Abacum sits on top of your ERP, data warehouse and payroll systems, reading actuals from them continuously and adding the planning, forecasting and reporting layer above. Your general ledger stays the system of record. Most financial services teams keep NetSuite or Sage Intacct in place and use Abacum for everything downstream of the close.
Next year's cost base is set this quarter.
Build the plan while you can still change it.
Next year's cost base is set this quarter.
Build the plan while you can still change it.
Next year's cost base is set this quarter.
Build the plan while you can still change it.
Use cases
Industries
Use cases
Industries
Use cases
Industries
























