Budget season starts with one template. It never ends with one.
The template goes out in September. By November there are copies on shared drives, copies in inboxes and a copy on someone’s desktop called final_v3_USE_THIS. Then comes the review meeting where the FD, the sales director and the ops lead each open a file, and no two of them are looking at the same number.
Information cascades from team to team through spreadsheets, each handover losing context and version control. Finance sits at the end of the funnel: last to receive the data, first to answer for it.
Underneath it all sits a model that only one person really understands. When they are on leave, planning waits. When they hand in their notice, planning panics.
And after the crunch, after the late nights of consolidation, the board pack goes out carrying figures that were already out of date before it was printed. Finance ends up owning everyone’s numbers.
Until now you had two options. Neither fits.
Stay in spreadsheets
Familiar, flexible and free, until you count the hours. Fragile links, no audit trail, and the whole thing resting on one or two people who built it and carry it in their heads.
Buy an enterprise planning platform
Powerful, but priced and scoped for organisations far larger than yours. Implementations run in quarters, you pay enterprise rates for modules nobody opens, and adoption rarely spreads beyond finance.
A model built for your business
Built around your entities and drivers, running on the Microsoft platform you already pay for. Weeks to stand up, owned by your own team, and no licence you did not already hold.
Indicative Datanomy assessment for a mid-market rollout. Relative, not quoted figures.
Built for your business. Run on Microsoft.
Datanomy builds the model around your entities, products and drivers. Your team keeps it current through a simple web interface, and every change lands in Power BI as it happens. Nothing new to license at enterprise rates, nothing that lives outside your Microsoft tenant, and no dependency on the one person who knows where the bodies are buried.
Accountants who turned into technologists.
We are not a software house guessing at finance, and not accountants dabbling in tech. We are chartered management accountants who build the technology ourselves. We have lived the spreadsheets, the workarounds and the month-end pressure, so we know exactly what we are fixing and how to bring your team along with us.
Automating capture and refresh hands finance time back, for analysis rather than chasing spreadsheets.
Each assumption has an owner and an audit trail. Accountability by design, across every entity and product.
Reconciled reporting on a single source. The same numbers for the board, finance and every team.
“Their expertise in Power BI and data analysis has streamlined processes, improved efficiency and enabled smarter decisions.”
Automated month-end reporting and built the funding and liquidity models that supported access to a significant funding facility, replacing manual consolidation with a governed model the finance team maintains itself.
Corona Energy
A logistics cost model that calculates cost to serve across route, carrier, freight type and location, with price and volume variance analysis built in. Every forecast can be compared against actuals, prior year and any other forecast version, so the impact of a rate, route or volume change is visible the moment an assumption moves rather than after the next reporting cycle.
Twinings
Trusted by clients including Corona Energy and Twinings, as well as others, from automating month-end to building funding and liquidity models that supported access to a significant funding facility.
What the model changes.
Reforecast without rebuilding.
Any forecast can be the starting point for the next one. Duplicate it, carry every driver and assumption across, and change only what has changed. Budget, reforecast and what-if scenarios sit side by side, so comparing them is a filter, not a project.
Reforecast a price rise in one product line without touching the base budget.
The model grows the way you do.
Entities, products, channels, currencies and FX rates live as plain dimensions your team maintains. Restructure, acquire or launch, and the model follows the same day. No rebuild, no statement of work, no waiting on a vendor's release cycle.
Open a new entity mid-year by adding a row, not by raising a change request.
Sales owns volume. Finance owns cost.
Each driver in the model belongs to a named role, and each role sees only what it maintains. The plan stops being a document finance chases people for and becomes something the business keeps current itself, because everyone can see whose number is whose.
Sales updates its volume assumptions directly, and finance sees the change the moment it lands.
Answer the what-if in the meeting, not after it.
Filter to any slice of the plan, move the assumptions, and the Power BI view responds while the room watches. The follow-up analysis that used to take a week becomes part of the conversation.
What does a 10% volume drop in Q3 do to full-year revenue? Answered live, in the room.
What changes for your finance team
Built and delivered by Datanomy. Not shelfware.
We build it with you, load your history, and hand it over working. Timelines below are typical, and we confirm yours at the walkthrough.
Opportunity check and walkthrough
Start with the seven-question opportunity score, then we sit with your current process and your worst spreadsheet and tell you honestly whether this model fits. If it does not, you keep the findings.
Get your opportunity scoreStraight answers
Where does our data live?
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In your own Microsoft Fabric tenant, under your security policies and your access controls. Nothing sits on Datanomy servers or anyone else's.
What happens to our existing spreadsheets?
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Your history can be loaded into the model, so prior years and prior forecasts come with you. Excel stays for what it is good at. It just stops being the system of record for the plan.
Do we need Microsoft Fabric already?
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No. If Fabric is not yet in your tenant, we stand it up as part of delivery and size the capacity to what the model actually needs.
How long does implementation take?
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Typically weeks, depending on how many entities and drivers you plan across and the state of your source data. We give you a firm view after the walkthrough, and the first version you see contains your numbers, not sample data.
How does support work?
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Your team runs the model day to day without us. We stay on hand for structural changes, new requirements and support, under a straightforward ongoing arrangement agreed at handover.
Is it secure?
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Everything runs inside your Microsoft tenant, and Datanomy is ISOQAR-certified to ISO 9001 (quality) and ISO 27001 (information security).
Book a 30-minute walkthrough.
No slides, just your own numbers in a working model.
