FP&A Core

FP&A Core covers the daily FP&A workflows in statycs: monitoring, drill-down, analysis, planning, and reporting.

Dashboard

A curated, high-level view of KPIs, variances, and liquidity.

Use it for:

• Fast orientation and ongoing monitoring
• Sharing results with stakeholders via guest access

Go to Dashboard

Financials

Interactive P&L, Balance Sheet, and Cash Flow in one place.

Use it for:

• Reviewing performance across months and years
• Comparing actuals vs. plan or vs. prior year
• Drilling down from totals to individual accounts

Go to Financials

Analysis

Pre-built insights, ratios, and KPIs to understand trends and drivers.

Use it for:

• Driver and trend analysis
• KPI tracking (including custom KPIs used in the Dashboard)
• Account-level exploration via search and filters
• Building custom charts and presenting them full-screen

Go to Analysis

Planning

Create budgets and forecasts.

Use it for:

• Building structured monthly plans
• Managing plan versions (draft vs. active)
• Making plans available for comparisons across the app once activated

Go to Planning

Planning methodologies

Planning positions can be built using different methodologies. Each methodology is explained in detail in the Planning Methods section.

Go to Planning Methods

Reports

Slide-based board reports built from live statycs data and exported to PDF.

Use it for:

• Monthly reviews and board-meeting decks
• Reusing saved templates across periods
• One-click PDF export of the same report

Go to Reports

Typical workflow

1. Review results in Financials
2. Understand drivers in Analysis
3. Update assumptions in Planning
4. Monitor outcomes in the Dashboard
5. Package the story for stakeholders in Reports