Use cases

Three kinds of work people actually do here. Each one maps to what exists today, says where to start, and says what it will not do for you.

DCF valuation

Set the projected horizon, get the cash-flow lines into the chart of accounts, put the drivers into key assumptions, and turn on the valuation output with your discount rate and terminal growth rate. The workbook comes out with the statements plus analysis and valuation sheets, so the DCF is there to inspect line by line in Excel.

Where to start: Start from the general-purpose template and set your own horizon.

What it does not do: It will not fetch market data or hand you a share price — the structure is built for you; the judgment stays yours.

Multi-scenario budgets and projections

Define the inflation, FX and interest indexes once, hang your assumptions on them, and add the alternative scenarios you want to compare — keeping business cases side by side rather than in separate files. When an assumption moves, change it once and generate: it propagates through every statement, unit and chart.

Where to start: Start from the wizard, which asks about units, cases and scenarios in that order.

What it does not do: It will not forecast for you — every assumption is one you stated, and you can always see where a number came from.

Multi-unit consolidation

Give each subsidiary, division or product line its own business unit, share one chart of accounts across them, and generate a workbook where every unit is laid out identically and consolidated consistently — the same structure, for every unit, every time.

Where to start: Start from the industrial or services template, then add your units.

What it does not do: It does not handle intercompany eliminations or currency translation between units today.

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