Planning and forecasting
Every plan, from the board's target to Tuesday's what-if.
Quro is where your FP&A team and its agents plan together. Agents build and update the models. Your team makes the calls.
The problem
Planning runs all year, in spreadsheets.
Chasing inputs
Every plan waits on other teams' numbers.
Backsolving and reruns
A new question means a new model, built from old exports.
Digging up history
Once the decision is made, the model is lost.
The workflow
Same steps, any size.
The board wants $20M next year. What would it take?
01 Frame the question
Quro's agents
Pulls last year's actuals and this year's run rate.
Your team
The CFO and the board set the target.
02 Gather the inputs
Quro's agents
Gives each leader their share, and collects their numbers.
Your team
Leaders own their number.
03 Build the model
Quro's agents
Works the target back into deals, pipeline and hires.
Your team
FP&A checks the assumptions.
04 Test it
Quro's agents
Flags where the pieces don't add up, with options.
Your team
FP&A makes the trade-offs.
05 Decide
Quro's agents
Records the version and who approved it.
Your team
The CFO signs off.
06 Keep it live
Quro's agents
Tracks actuals against the plan every month.
Your team
Leaders act on what changed.
June has closed. Where will the year land?
01 Frame the question
Quro's agents
Opens the reforecast when the books close.
Your team
FP&A sets the scope.
02 Gather the inputs
Quro's agents
Brings in actuals and asks each leader for updates.
Your team
Leaders confirm their numbers.
03 Build the model
Quro's agents
Rolls the forecast forward.
Your team
FP&A checks the roll-forward.
04 Test it
Quro's agents
Traces each change to its cause.
Your team
FP&A adds the context.
05 Decide
Quro's agents
Takes the big changes to the right leader.
Your team
Leaders agree on the new view.
06 Keep it live
Quro's agents
Keeps every month's forecast, so you can see the trend.
Your team
Leaders work from the new forecast.
Everyday models
The models you'd build in a spreadsheet.
Most planning is the questions that come up every week. Ask your agent instead.
- Live data from your systems
- The same definitions as the plan
- Feeds straight into the plan
- Saved for next time
Hiring case
Should we add five AEs in EMEA?
What comes back: Payback by month, in three ramp cases
Pricing change
What if we raise the Pro plan by 10%?
What comes back: ARR and net retention, by segment
New market
What would opening Germany cost?
What comes back: Headcount, spend and the revenue ramp
Commission plan
Will the new comp plan pay out as we expect?
What comes back: Payouts by rep, and the cost of sales
Cash runway
How long does the cash last if Q3 slips?
What comes back: The runway in each case
The board's question
What would it take to break even a year sooner?
What comes back: The levers, worked back from the answer
Underneath
What the agents run on.
Works with NetSuite, Salesforce, Xero, QuickBooks, HubSpot, Rippling and more.
See all integrationsOne set of numbers
One definition per metric, and the same answer every time.
Learn moreabout one set of numbers