The reality of budget reporting today
Budget vs actuals should be a simple comparison. In practice, it's a multi-day exercise every single month: The typical experience:
Pulling actuals from ERP, CRM, billing and other systems manually
Reconciling discrepancies between sources
Copying data into budget templates and updating formulas
Building variance explanations by chasing department heads
Reformatting reports for different audiences
How this flow looks in Triform
At month-end, Triform pulls actuals from all your financial systems, maps them to your budget structure, calculates variances, flags significant deviations, and generates reports. Department heads get variance alerts automatically, and leadership receives polished summaries.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Month-end close on autopilot
The same comprehensive report, delivered the same way, every single month — without anyone manually pulling data or updating spreadsheets. This means:
- FP&A spends time on analysis, not data gathering
- Stakeholders get consistent, reliable reporting
- Variance explanations collected automatically
From manual monthly grind to automated insights
Connect your financial data sources (ERP, CRM, HRIS)
Map your budget structure and chart of accounts
Define variance thresholds and alerting rules
Set up report templates and distribution lists