Finally, the new generation of FP&A. AI-native, beautifully crafted, tailored to your team.
Insights in seconds. Custom features in days. 60-day no-obligation pilot.
Optibus runs real budgets and headcount plans on Novaplan today.
Mix by Parent Department
LiveYou've sat through enough polished demos.
This isn't one.
A live forecast. A real hierarchy. Numbers due tomorrow.
Yours will look like this, configured to your stack.
- Click-to-drill treemaps
- AI-generated board decks
- Inline editing across every view
Recorded in-product. No edits, no mockups.
100% of what every finance team needs. Plus the 10% that's specific to yours.
100% out of the box. The other 10% - specific to you - we build, in days, not quarters.
No one solution fits every finance team. The system delivers 100% of what every finance team needs out of the box. The other 10% - the part that's specific to you - we build for you. Same team, days or weeks, not a change order and a quarter.
100% of the platform. Ready day one.
The hard-engineered core. Budgeting, headcount, forecasting, reporting, AI - built once, battle-tested, ready the day you start.
- Budgeting & forecasting engine
- Headcount planning with drivers
- Variance analysis & waterfalls
10% of the build. 100% of the fit.
Whatever's missing to fit your team - custom reports, workflows, modules - our AI-first build delivers it in days or weeks, with the heavy lifting on us.
- Your GL, departments & hierarchy configured
- Data integrations wired to your sources
- Custom reports, modules & workflows built for you
Runs on anything. Integrates with everything.
Bring your stack. Novaplan adapts to it.
LLM
Data
Infra
LLM
Data
Infra
How your team will work in it
Same stack you saw above, walked through view by view. Configured around your reality.
Headcount planning that feels like Figma
Edit any cell inline. Multi-select rows for bulk updates. Switch between treemap, table, and trajectory views. Every change syncs in real time - no save button needed.
- Inline editing with bulk actions
- Employee-level drill-down
- Treemap + trajectory charts
From question to board deck in seconds
Ask Nova anything in plain English. It queries your live financials, generates charts, and explains what changed. Then export a branded PowerPoint directly from the conversation.
- Natural language queries
- Branded PPTX decks from chat
- Knows your chart of accounts
See where every dollar went
Interactive treemaps show budget distribution at a glance. Click any department to drill down. Waterfall charts decompose variance by driver - no BI tool required.
- Click-to-drill treemaps
- Variance waterfall by driver
- Real-time budget vs actuals
ARR and P&L, finally in one place
Watch bookings flow through the ARR waterfall - new, expansion, downgrades, churn. Then see how revenue hits your P&L. Built for SaaS finance teams who are tired of reconciling two spreadsheets.
- ARR waterfall with drivers
- P&L progression view
- Revenue mix by segment
Smart insights on every screen
novaplan doesn't just surface insights - it solves them for you. Unmapped accounts, missing data, open positions: one click and the fix is applied. Drill into drivers, share with your team, watch problems resolve themselves.
- One-click solve for flagged issues
- Interactive drill-down into drivers
- Pin, share & track across teams
“Novaplan and its AI engine have completely transformed our FP&A. We went from days of manual data crunching to real-time visibility. It hasn't just saved us time, it has elevated our entire output to a new professional level. We are finally seeing the full picture.”
- Days → minutes
- Manual data crunching, gone. Real-time visibility instead.
- Under 15 min
- That used to take a full Tuesday.
- 2-4 weeks
- From kickoff to your first BvA cycle on Novaplan.
Reporting
Variance briefs
Time to value
Six layers.
Every hard lesson already built in.
Below the surface of every plan, close, and forecast sit five layers of engineering you'll never have to build, debug, or maintain. The sixth layer? That one's yours to shape.
Layer 06 of 06
// The NetSuite sync silently broke for a month and nobody noticed.
Your source systems (HiBob, NetSuite, QuickBooks, Slack, anything with an API) wire into one model, and Novaplan watches every sync to catch a bad feed before it corrupts a table. Most tools punt this to your data team, but here it ships production-hardened.
Layer 05 of 06
// Just keep both hierarchies in Excel. The bridge breaks every quarter.
Every value carries two dates: the period it covers, and the day you learned it. Backdate an April raise into Q1 and the forecast updates while the original Q1 stays sealed for the auditor. That is bi-temporal modeling you inherit, not a spreadsheet bridge to babysit.
Layer 04 of 06
// Setting up usage-based revenue was a six-week consulting engagement.
Variance splits into rate, volume, and mix with the cross-term locked, so two analysts get the identical number. Every amount translates to a common base currency, so figures across entities and currencies roll up into one total, and revenue recognizes by contract line: straight-line, percent-complete, or as-consumed. Each result posts to the GL as the event lands, so there is no month-end scramble.
Layer 03 of 06
// The platform shows you the variance. It cannot tell you why.
Ask 'why is OpEx up $400K?' and Nova traces it to the 12 hires, the FX swing, the consulting accrual, same answer every time. It runs as 40-plus governed tools over MCP, callable from Claude, Cursor, or ChatGPT. A raw chatbot talks about finance, but Nova acts on your model under your permissions.
Layer 02 of 06
// The board deck gets rebuilt from scratch every quarter.
Close dashboards, a consolidated P&L, editable headcount, a variance waterfall, a board deck: 30-plus surfaces from one model. Edit inline, drill any figure to its source transaction, export with formulas intact, and there is no BI tool to stitch in and no quarterly rebuild.
Layer 01 of 06
// You'll need a certified modeler at $250/hr for that.
The other five layers ship the same for everyone. This one we build around your stack: custom features for your APIs, Slack workflows, and MCP integrations, in days or weeks, not a quarter. The team that built the platform configures it, with no outside consultants and no SOWs.
We built the hard parts.
You build what makes it yours.
Every layer already built, tested, and running in production. You don't rebuild any of it - just add the layer that fits your team.
MCP-native · day one
Drive Novaplan from the chat you already use.
Claude, Cursor, ChatGPT, any MCP client. Same permissions, same numbers, same skills your team uses every day. Never raw access.
Already running your own org-wide copilot? We plug into it. Novaplan is the FP&A brain that lives behind your existing AI surface, not another chat tab your team has to learn.
What's our HC variance vs frozen targets?
+42 over plan at $4.2M annualized, driven by GTM and R&D. Engineering on-target.
Build vs buy is a false binary. There's a third option for FP&A teams at your stage.
Most write-ups frame the decision as binary: build internally, or buy off the shelf. Both miss the path that mid-stage finance teams actually walk - a sixty-day pilot that proves itself before any long commitment.
Five-year relative cost · hover any row for the math
How this number is calculated
An engineering hire, an FP&A lead, five years of maintenance and integrations drift, and the inevitable rehire when they leave. Excludes the opportunity cost of months without working FP&A.
How this number is calculated
Annual license, initial implementation, and change orders for the custom 10% they won't ship.
How this number is calculated
A small pilot fee, then a Year-1 founding rate, then a standard rate from Year 2. Month-to-month after Year 1.
The gap does not close as you scale up. It widens. And neither column captures the harder cost: months of finance leadership distracted while a build or a heavy implementation drags on.
Full write-ups: Build vs Novaplan · Versus Pigment, Anaplan, Excel
The Walk-Away Promise
You should never feel locked in by a software vendor.
So we built the opposite into the contract.
Two commitments, in writing, in the contract:
Your data & configurations
If you leave, you take everything with you.
Your data and the configurations you've built belong to you. We work with you to bundle and deliver them in a form your team can keep using. Same guarantee applies even in the unlikely event Novaplan shuts down.
No lock-in clauses
Thirty days notice. No minimums. No multi-year.
No auto-renew traps. Month-to-month after Year 1. No multi-year requirement, ever. The Founding rate exists as a discount you elect - not a lock-in mechanism we impose.
The 60-day pilot
60 days on your data. Then years built around your team.
60 days to run it on your data. Then years of FP&A built around how you actually work.
Onboarding
Days 1-14
Adoption
Days 15-30
Working
Days 31-50
Decision
Day 60
Year 1
Day 61 onward
Onward
Year 2 +
Integrate your stack in days, not quarters.
Your GL, HRIS, warehouse, and spreadsheets get wired up and mapped, and your first three reports ship with your team in the room.
Discounted pilot fee → credited to Year 1
One flat fee at kickoff. Exact figure once we scope your stack.
Start running daily, on your real data.
Your team works inside your own hierarchy and driver model, on your close cadence, with nothing reshaped to fit a template.
The full platform on your own data model
Your hierarchy, driver model, and cadence stay yours, and the platform fits around them.
Plan, forecast, watch variance live, founder in the room.
Your annual plan, rolling forecast, and budget-vs-actuals variance all run on your real numbers, with weekly working sessions and async answers in hours.
Founder-led for the full 60 days
There is no success-manager handoff, no rented consultant, and no second team.
Two months of evidence, a decision on your terms.
Day 60 is a working session, not a sales call, and it opens three doors: continue, extend, or walk.
Continue, extend, or walk away
Continue and the fee credits to Year 1, or walk away and keep everything.
Day 60 · your three paths
your callContinue
Year 1 at standard rate. Pilot fee credits in full.
Extend
Another 60 days at the same fee.
Walk away
With everything we built. No claw-backs.
Pilot fee credited to Year 1, same team, same speed.
Year 1 at standard rate, pilot fee credited in full. New features ship to your instance as we build them.
Annual term, then month-to-month
Cancel any month after Year 1 with 30 days notice. No multi-year lock-in.
Grow with the platform, never against it.
Want a new feature? We build it. Want to go deeper? We teach your team to extend it with AI tools.
The same founder-led team as day one
Founder-led from day one through year five, with no account rotations and no handoffs.
What FP&A leaders ask first
An invitation to the next group
Tell me what is still open for your team and I will tell you honestly whether Novaplan is right for how you work.
Start the conversation
Just your email. I reply personally, within 24 hours.