Grow with Business Insights and FP&A
Windes helps business owners and finance leaders improve budgeting, forecasting, financial reporting, and decision-making through practical financial planning and analysis processes that connect historical performance, current operations, and future goals. Our team stays current on modern FP&A tools to deliver better visibility and planning support.
With stronger FP&A services, leadership can better understand cash flow, profitability, revenue trends, expenses, budget versus actual performance, and key business drivers. Windes helps design models, dashboards, and reporting packages that turn financial data into useful insight.
Our FP&A consulting support is built for growing organizations that need better visibility, stronger planning discipline, and more confidence in strategic decisions.
Let’s Start Building Your Path to Success Today!
BETTER MANAGE YOUR BUSINESS
- Gain immediate access to your balance sheet, income, and cash flow statements, plus a customizable* dashboard pre-populated to help you visualize historical performance and create strategic foresight.
- Have confidence in your decisions, knowing you can rely on Windes experts to review, analyze, and generate useful intelligence about your business, including why and how something can be solved or improved.
- Easily visualize all of your financial and non-financial data in one place.
- Effortlessly and easily track actuals against multiple plans.
- Get early indications of the need to shift strategies to capitalize on greater opportunities or mitigate risk.
*Refer to Business Insights services for additional information on customizations available.
Read About - Cloud Accounting and Financial Management 
Read About - Sync Data for Financial Dashboards 
Read About - Track Business Expenses Accuratelycollaborate with your accounting team.
OUR SERVICES
- Financial Reports: Income Statement, Balance Sheet, Statement of Cash Flows
- Profit and Loss % of Total Income
- Revenue and Expense Graphs
- Windes Expert Analysis and Insights
- Period Comparison
- Interactive Online Dashboard
- Reports Package (see above)
- Data Visualizations
- Exports .xls available
- Real-Time Updates
- Financials & Actual Data
- Two Primary Dashboards: Financial Reporting & Analytics, Budget + Forecast
- Customizations (varies)
- Accounting Integrations – such as QuickBooks Online, Sage Intacct, LiveFlow, and Excel
- Financial Reports: Income Statement, Balance Sheet, Statement of Cash Flows
- Profit and Loss % of Total Income
- Revenue and Expense Graphs
- Windes Expert Analysis and Insights
- Period Comparison
- Trended Budget
- Budget vs Actuals
- Trended | Rolling Forecast
- Trended Cashflow
- Custom KPIs*
- Ratio Analysis
- Variance Analysis
- Enhanced Interactive Online Dashboard
- An Extensive Array of Data Visualizations, Dropdowns, and Exports
- Real-Time Updates
- Financial & Non-Financial Data
- Multiple Dashboards
- Customizations (varies)
- Unlimited Accounting, Workforce, and other Integrations
ADD-ON SERVICES
- Customizations
- Non-Financial Data
- Scenario Planning
- Workforce Actuals
- Custom Benchmarking Reports
*Custom KPIs are customizable reports included in the reporting package that are produced in the same format as standard reports (like the income statement, balance sheet, cash flows, etc.). However, with a custom report, we can have it look at a specific account(s), specific date range or compare against a specific forecast/budget/goal/etc.
Frequently Asked Questions
FP&A consulting helps organizations improve budgeting, forecasting, financial reporting, scenario planning, and performance analysis.
Windes FP&A services may include financial reports, dashboards, revenue and expense analysis, budget versus actual reporting, rolling forecasts, cash flow planning, KPIs, and scenario planning.
Business owners, executives, CFOs, controllers, and boards benefit when they need clearer financial visibility and better planning support.
