Target Audiences

High‑growth startups and smaller mid‑market firms with simple, single‑entity structures that still run planning in spreadsheets on top of SMB accounting tools. These are high‑growth startups and smaller mid‑market firms with 10–500 employees and relatively simple structures: typically a single legal entity, operating in one main currency and a small number of countries. They usually run on SMB accounting systems (Xero, QuickBooks, Sage Accounting, Zoho Books, etc.) with spreadsheets for budgeting and board packs. Strong markers for outreach are recent funding rounds, rapid headcount growth, a newly hired CFO or first Head of Finance, job posts for FP&A or finance operations, and any public mention of “moving off spreadsheets” or evaluating budgeting/forecasting tools.

Established mid‑sized organisations with multi‑department budgets and some multi‑entity complexity that rely heavily on Excel alongside mid‑market ERPs like NetSuite, Intacct or Dynamics. These organisations sit in the 200–5,000 employee band and run more formal budgeting cycles across multiple departments, cost centres and often a few legal entities, but without the full regulatory and multi‑GAAP burden of large enterprises. They typically use mid‑market ERPs such as NetSuite, Intacct or Microsoft Dynamics and rely heavily on Excel for planning and reporting, sometimes with point BI tools. Priority triggers include a new CFO or Group Financial Controller, advertised finance transformation or planning roles, announced ERP upgrades, clearly articulated Excel pain in budgeting/forecasting, and RFPs or vendor shortlists for FP&A or “budgeting and planning” systems.

Large, complex enterprises with multi‑entity, multi‑currency and regulatory reporting needs that use big ERPs (SAP/Oracle) and legacy CPM tools for statutory consolidation and enterprise‑wide planning. These are large enterprises with 1,000–20,000+ employees, complex multi‑entity and multi‑currency structures, and formal statutory and regulatory consolidation requirements. They usually run SAP or Oracle ERPs alongside legacy CPM platforms such as Hyperion, BPC, or Tagetik and central data warehouses feeding BI. Strong buying signals include a new Group or regional CFO, post‑merger or post‑acquisition integration programmes, named “finance transformation” or “record‑to‑report” programmes, ERP transformations (e.g. S/4HANA or Oracle Cloud), and external drivers such as new regulatory or reporting requirements that increase pressure on consolidation and reporting processes.