Scope sheet
finbryn.com
AI and automation
Forecasting and driver-based models
Forecasting and driver-based models from Finbryn build a US business's model from the assumptions that actually move its numbers, headcount, pricing, churn, not an industry template, so one assumption change flows through to revenue, cash and runway. Finbryn updates the model monthly against actuals in Google Sheets or Causal.
What is included
- A driver-based forecast model built from your own historical actuals
- Two or three named drivers identified as the primary movers of your numbers
- Scenario toggles for comparing base, upside and downside cases
- Cash and runway output tied directly to the same driver structure as revenue and cost
- A rolling update process comparing actuals to the prior forecast on an agreed schedule
- Documentation explaining each driver and how it flows through the model
- A full handover of the model file and its underlying logic
- Output formatted to drop into a board or investor deck
The process
- 1.
Historical review
We pull twelve to twenty-four months of actuals where available to identify which drivers genuinely explain your revenue, cost and cash patterns.
- 2.
Driver selection
The two or three drivers that matter most to your business, headcount, pricing, churn, conversion or your own equivalents, are identified and agreed with you.
- 3.
Model build
Revenue, cost and cash are structured to trace back to those named drivers, with scenario toggles built around the assumptions that matter most.
- 4.
Historical validation
The model is tested against a recent known period to confirm it reproduces actual results before being trusted for a forward projection.
- 5.
Cash and runway linkage
Cash and runway output are tied directly to the same driver inputs as revenue and cost, rather than calculated as a separate manual overlay.
- 6.
Rolling update cycle
On an agreed schedule, actuals are compared against the prior forecast, variances investigated, and assumptions adjusted where reality genuinely diverged.
- 7.
Handover
The full model file and its documented logic are handed to your team so it can be run and maintained independently going forward.
Software
Excel, Google Sheets, Mosaic, QuickBooks Online, Xero
Pricing
Model build is scoped by business complexity and the number of drivers and scenarios needed, published on our pricing page. An ongoing rolling-update engagement, where we run the monthly actuals-versus-forecast cycle with you rather than a one-time handover, is priced separately and pairs naturally with FP&A or fractional CFO scope; ask for a combined quote if you want both.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026