An annual budgeting process that makes way for what really matters: execution.
Streamline budget inputs, consolidation, and iteration with AI-assisted, multiplayer modeling. The sooner you lock in the final budget, the sooner people can get back to doing great work.
Build your budget
Describe what you want and minutes later get a fully editable budget with transparent logic and auditable calculations.
- Capture inputs like top-down targets and ERP actuals
- Define dimensions, metrics, drivers, and variables
- Make adjustments on the fly while model recalculates
Distribute budget templates
Invite budget owners to their own budget page in Clive, instead of emailing disconnected budget templates. With everything in one model, there's nothing to split and nothing to consolidate.
- Restrict access down to a single cell
- Collect inputs at the vendor or activity level
- Create custom dimensions to capture supporting details
Iterate and finalize
Negotiate with budget owners until you can close the gap between the top-down and bottom-up numbers. Use scenarios and multiplayer collaboration to make it fast.
- Open the model together and test out adjustments live
- Create multiple scenarios to compare high and low options
- Adjust a number and watch it ripple through the model, so you can test tradeoffs before committing to them
And ... repeat
In Clive, you build your forecast as another scenario, next to your budget. Update it anytime using refreshed actuals and updated commitments from budget owners.
- Compare actuals, forecast, and budget in one view
- Produce variance waterfalls and narratives instantly
- Tag budget owners for answers on unexpected spending
“Last year I reserved 2–3 weeks for the roll-up process in spreadsheets. With Clive, I spend less than a week consolidating the budget — and that's mostly double-checking numbers.”
Kaleo CurtisChief Financial Officer · COPDBuild your next budget in Clive
Start free, model your real budget, and see whether it fits before you commit.