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Budget planning

Budget season without the spreadsheet chase

Kick off one budget request and every team with a manager gets its own proposal to build, backed by its own sandboxed scenario of live workforce data. Proposals roll up the management tree, and AI caps sit alongside people budgets from the start.

The problem

Forty tabs, one owner, and numbers that were stale on arrival

The annual budget starts as a spreadsheet emailed to every manager. Each copy drifts. Someone spends three weeks merging them, and the merged number reflects headcount from two months ago. Then the AI line gets a plug figure because nobody owns it.

Fan-out

One request becomes a proposal for every team

Create the budget request once. Every team with a manager automatically gets its own proposal, backed by its own private sandboxed scenario of live workforce data, scoped to exactly the teams that manager owns.

Managers plan against real salaries, real allocations and real vacancies, not a copy of a copy. Their edits stay in their sandbox until they submit.

FY27 budget request
Payments, A. Osei Submitted
Platform, S. Chen Submitted
Growth, M. Liu In sandbox
Data, R. Patel In sandbox
Each proposal is scoped to the teams its manager owns. Nothing leaks sideways.
Approvals

Approvals cascade up the tree you already have

Team leads to senior managers to directors to the final approver, following your management hierarchy. Separate financial approvers gate finalizing the fiscal year, so the org chart and the finance chart each get their say.

Self-approval is blocked

Nobody signs off their own number, at any level of the tree.

Rejections carry a reason

A proposal never comes back with a bare no. The reason travels with it.

Everything is on the record

A full audit trail of who proposed, who approved and what changed, with notifications in app, email and Slack.

AI budgets

The AI line gets a cap, not a plug figure

Every team budget carries an AI cap next to its people budget, with progress bars and over and under chips through the year. An org-level cap sits above them all.

These are not aspirations. The caps are enforced through the same policy engine as the AI proxy, so the number agreed in planning is the number enforced on the wire.

AI caps, June
Payments $8,900 / $12,000 Under cap
Growth $9,700 / $10,000 Nearing
Data $11,400 / $9,000 Over cap
Org cap $96,000, enforced by the same policy engine as the proxy.

Run the next budget cycle in the tool, not the inbox

Book a demo and watch one request fan out to every manager with live data behind it.