The finance copilot for your business
Budget vs. actual
An annual budget by category and by month, and every month the comparison with what really happened. No spreadsheets nobody updates.
Building the budget
You start from five assumptions (sales, margin, fixed costs, growth and seasonality) and Banker proposes the fiscal-year budget by category and month. You adjust any cell.
Plan vs. actual
With transactions categorized, each month shows planned, actual and the gap, with a healthy, alert or critical status per category. You see right away where the month went.
For the owner and the accountant
The budget uses your chart of accounts, so your accountant reads the same categories, and the CFO diagnostic uses the deviations to propose actions.
Try it with your real numbers.Create account See pricing
Frequently asked questions
How do I build a budget for my business?
Answer five assumptions in Banker and get an annual budget by category and month that you then adjust. Each month it compares itself with actuals.
What is budget vs. actual?
The monthly comparison between what you planned to spend or sell and what your bank transactions show, category by category.
Can I use my fiscal year?
Yes. Banker works with the fiscal year you define for your business.
Does it also work for personal finance?
Yes. The personal workspace has its own budget by category with the same monthly tracking.