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B2B SaaS, FP&A

One number you can defend

Declare the CRM view and the finance view of one line as two governed metrics. Insighter watches them on your cadence and only interrupts when they drift past what you call noise.

The week this replaces

Sales commits one figure in the CRM, the model says another, and billing disagrees with both. The board date does not move.

The rule for which one wins lives in a side-calculation and a thread, and it left with the last FP&A hire.

Six months later nobody can say why the number was adjusted, only that it was.

Q3 commit: the CRM says 4.0M, the model says 3.0M. Which one stands?

They are 25 percent apart, which is past your 2 percent tolerance. Your rule says sales runs hot beyond 10 percent, so it proposes the finance figure. Last quarter you went the other way: two slipped deals came back in writing, and the CRM was right. Both queries and their definition versions are attached.

CRM commit
Finance model
Tolerance
Illustrative conversation. On your data every answer carries sources you can open, and every query is read-only.
  1. AnsweredBoth numbers side by side, each traced to a definition version and how fresh the table under it is
  2. HeldThe rule proposed the finance figure. Nothing was preselected, and a person certified with a reason
  3. WatchingThe certified figure is frozen with its query. If the data moves underneath, it says so and says what changed

Minutes, and it replaced the meeting that used to settle this.

And then it keeps running

“Compare the CRM commit against the finance model for the current quarter. Anything past 2 percent raises an exception to the FP&A lead with both queries, the rule that applies, and what was decided last time.”

Every night, and before every closeCeiling: read only, and a person certifies
Connects toSalesforce or HubSpotPostgreSQLGoogle Sheets
Doing the workGoverned metricsCertificationRestatement
Try it in the demoRun it on your data

Where this goes

Governed autonomy

Work that runs without you, inside limits that only ever narrow, with a record of what it did, what it refused, and what it would not do without asking. Everything on this page is one step toward that.

How it works