01
CONNECT EVERYTHING
Your ERP, your subledgers, your operational systems, your existing budget files. Truzer reads from your stack via native connectors. No rip-and-replace, no flat-file exports, no Power Automate scripts.
SOLUTION - FP&A SOFTWARE
· FINANCE
FP&A software that exposes your P&L like an ontology. Live in 48 hours.
FP&A software for FP&A Managers, VPs of Finance, and CFOs running multi-entity forecasts on NetSuite, Sage Intacct, SAP, Workday, Dynamics 365, QuickBooks, or Xero. Generate the forecast in minutes. Defend every variance to the board. Reforecast against actuals without rebuilding the model. No consulting army. No 0.5 FTE administrator.
WHAT IT IS
What is FP&A software?
FP&A software is the system finance teams use to budget, forecast, analyze variance, and consolidate multi-entity financials on a single financial data model that connects to the underlying ERP in real time. It centralizes the annual operating plan, the rolling forecast, the scenario branches, and the board-deck reporting on one structured model rather than across the disconnected spreadsheets, BI dashboards, and consolidation workbooks finance teams previously stitched together by hand. Modern platforms in this category replace the 47-tab Excel models the FP&A team rebuilt every cycle, the read-only ERP exports, and the late-night reconciliation runs that produced a board package nobody trusted. The output is a forecast that ties to actuals, explains its own variances, and survives the next audit.
- Budgeting. Build and version-control the annual operating plan across departments, entities, and cost centers.
- Rolling forecasts. Update the full-year forecast monthly against actuals without rebuilding the model from scratch.
- Variance analysis. Decompose every gap into timing, assumption, and performance categories the board can act on.
- Scenario planning. Run base, upside, downside, and macro-shift scenarios on the same financial structure.
- Multi-entity consolidation. Roll up subsidiaries with automated intercompany eliminations across legal entities and currencies.
- Driver-based modeling. Tie forecasts to operational drivers like headcount, pricing, churn, and capacity.
Truzer’s ontology is the live digital twin of your P&L, so the forecast is generated from the ledger in real time rather than rebuilt from scratch every cycle.
86%
of CFOs report their finance team has hit hallucinated data while using AI for finance tasks, fueling demand for deterministic, auditable FP&A reasoning rather than black-box autonomous decision-making in the boardroom.
Journal of Accountancy / CFO.com, '86% of CFOs have hit AI hallucination issues in finance,' 2026-02 - verify primary attribution
FOUNDERS
Built by operators who rebuilt the model every quarter for ten years.
Craig and Michael have spent 10+ years aggregating the complex for 1,000+ organizations. Across that decade they watched FP&A Managers rebuild the 47-tab model every quarter, CFOs pay $175K to consultants just to make the planning tool work, and finance teams quietly revert to Excel because the EPM they bought made their lives a living hell. Truzer.ai is what they built so finance teams stop renting consultants to operate their own software and start trusting the forecast that ships to the board.
Book a Founder Call
THE TRUZER PLATFORM
One ontology,
every plan, every forecast, every scenario.
Built for FP&A Managers, VPs of Finance, and CFOs at mid-market companies running multi-entity planning. Sits on top of your existing NetSuite, Sage Intacct, SAP, Workday, Dynamics 365, QuickBooks, or Xero. No consulting army. No 0.5 FTE administrator.
01
Bi-directional sync with every ERP you run.
Plug Truzer into NetSuite, Sage Intacct, SAP, Workday, Dynamics, QuickBooks, or Xero. Actuals flow in. Forecasts flow back. No flat-file uploads, no middleware scripts, no read-only connector that breaks the moment your auditor asks for drill-down.
02
AI that explains, not invents.
Lazer AI reasons over the ontology with a deterministic math layer, not a probabilistic language model. Every variance commentary cites the journal entry. Every forecast traces to the driver. The board sees the math, not the hallucination.
03
The forecast generates itself from the ledger.
Stop renting consultants to maintain a 47-tab model. The ontology generates the rolling forecast, the variance commentary, the scenario branches, and the board package live from the ledger. Reforecast in minutes.
04
A live digital twin of your P&L.
The ontology is the digital twin of your P&L. Every account, every entity, every driver, every budget version mapped in one semantic model. Update an assumption, the entire forecast recalculates. Lock the budget, the forecast still iterates against it.
WHY TRUZER
Two ways to run FP&A. One tells the truth.
Feature
Without Truzer
With Truzer
Implementation
✕
Six-figure consulting ransom, 6-month rollouts
✓
Self-serve, live in 48 hours
Administrator burden
✕
0.5 FTE just to keep it running
✓
No system owner required
Forecast architecture
✕
Rebuilt every cycle in 47 tabs
✓
Generated live from the ontology
AI in the boardroom
✕
Hallucinated variance commentary
✓
Deterministic math, every line cited
ERP integration
✕
Duct-tape Power Automate scripts
✓
Bi-directional native sync
Deployment
✕
Months of integration before go-live
✓
Live in 48 hours, on top of your stack
Commitment
✕
Multi-year contracts and vendor lock-in
✓
Month-to-month, cancel anytime
Implementation
Without
✕
Six-figure consulting ransom, 6-month rollouts
With Truzer
✓
Self-serve, live in 48 hours
Administrator burden
Without
✕
0.5 FTE just to keep it running
With Truzer
✓
No system owner required
Forecast architecture
Without
✕
Rebuilt every cycle in 47 tabs
With Truzer
✓
Generated live from the ontology
AI in the boardroom
Without
✕
Hallucinated variance commentary
With Truzer
✓
Deterministic math, every line cited
ERP integration
Without
✕
Duct-tape Power Automate scripts
With Truzer
✓
Bi-directional native sync
Deployment
Without
✕
Months of integration before go-live
With Truzer
✓
Live in 48 hours, on top of your stack
Commitment
Without
✕
Multi-year contracts and vendor lock-in
With Truzer
✓
Month-to-month, cancel anytime
Pick a side.
48 hours from now, your next reforecast is either a 47-tab spreadsheet rebuild or a live ontology query. Both have a price.
HOW TO DEPLOY
From spreadsheet patchwork to a live planning ledger.
Every FP&A team we've worked with started in the same place. Here is how Truzer fixes the surround.
02
SEE EVERYTHING
The ontology builds the digital twin of your P&L live. Every account, every entity, every driver visualized as one navigable map you can drill from the consolidated number to the source transaction.
03
KNOW EVERYTHING
Click any node on the P&L. Truzer surfaces the underlying transactions, the variance drivers, the budget delta, and the rolling-forecast trend. Drill from the board number to the journal entry in seconds.
04
ACT ON EVERYTHING
Lazer AI generates the forecast, drafts the variance commentary, and routes the action email to the right department head. Grounded in your ledger. Deterministic math. No hallucinations.
DATA INTEGRATIONS
Built to extend your ERP, not replace it.
Truzer reads from the systems you already run. No data migration. No ERP swap. No middleware to maintain.
Truzer + your ERP
Plug Truzer into NetSuite, Sage Intacct, SAP, Workday, Dynamics 365, QuickBooks, or Xero. The ontology starts building the moment the connection is live. Bi-directional sync.
THE DEEP DIVE
Budget vs Forecast: The Operator's Guide.
The gap between the locked annual budget and the rolling forecast is where every board conversation lives. Here is the operator's playbook for closing that gap with discipline rather than spreadsheets.
FAQ
Frequently Asked Questions
Q How is FP&A software different from accounting software?
Accounting software records what already happened. FP&A software models what comes next. The accounting system owns the general ledger, the trial balance, and the close. FP&A software builds the budget, the rolling forecast, the variance commentary, and the scenarios that drive next-quarter decisions on top of that ledger. Both run in parallel, integrated bi-directionally so the forecast updates against actuals each month.
Q What is the best FP&A software for mid-market companies?
The best FP&A software for mid-market companies goes live in days, runs without a 0.5 FTE administrator, and connects bi-directionally to your ERP. Mid-market finance teams cannot afford a six-figure consulting implementation or a sandbox that demands a proprietary modeling language. Architecture beats brand recognition.
Q Will Truzer require a consulting army to implement?
No. Truzer goes live in 48 hours on top of your existing ERP. You connect, the ontology starts building, and your team self-serves from there. No implementation partner. No six-figure professional services contract. No 0.5 FTE administrator. Month-to-month, cancel anytime. The platform is built for finance teams who refuse to rent consultants to operate their own software.
Q How is Truzer's AI different from the AI features other FP&A vendors push?
Lazer AI reasons over the live ontology with a deterministic math layer, not a probabilistic language model trying to predict the next likely number. Every variance commentary cites the journal entry behind it. Every forecast traces to the driver assumption. The board sees the math, not a hallucination. Surveys show 86% of CFOs have hit AI-generated fabrications in finance tasks. Truzer's reasoning layer is built so that does not happen.
Q Does Truzer work with my existing ERP - NetSuite, Sage Intacct, SAP, Workday, Dynamics 365, QuickBooks, or Xero?
Yes. Truzer connects bi-directionally to all seven via native APIs. Actuals flow into the ontology. Forecasts and scenario adjustments flow back to the ERP. No duct-tape Power Automate scripts, no flat-file uploads, no read-only connectors that break the moment your auditor asks for transaction-level drill-down. If you run multiple ERPs across entities, Truzer reads them all into one unified P&L ontology.
SEE IT LIVE
Stop renting consultants to operate your software.
Book a call with Craig and Michael. Walk through your ERP, your entities, and your last forecast, and see your P&L running on the live ontology without a single consulting line item.