Build granular projections at the account level with flexible assumption types. Compare historical and projected financials up to 5 years or 60 months.
Formula errors
1 in 5 spreadsheets
Complex Excel models with nested formulas break silently, producing unreliable projections.
No granularity
Top-line only
Most tools project at the summary level. You lose the detail needed for accurate account-level forecasting.
Static assumptions
One size fits all
Every account forced into the same assumption type. No flexibility for percentage growth, fixed amounts, or revenue-based projections.
5
Years of Projections
Project up to 5 years annually or 60 months with period-specific values.
3
Assumption Types
Percentage growth, fixed amount, and percentage of revenue for flexible modeling.
Real-Time
Advanced Analytics
Cross-statement KPIs, composition analysis, and trend visualization update instantly.
| Account | Hist. | Y1 | Y2 | Y3 | Y4 | Y5 |
|---|---|---|---|---|---|---|
| Revenue | $1.5M | +8% | +10% | +12% | +11% | +9% |
| SG&A Expenses | $320K | +5% | +4% | +3% | +3% | +2% |
| Depreciation | $45K | +3% | +3% | +4% | +4% | +3% |
| Other Income | $12K | +2% | +2% | +3% | +3% | +3% |
Revenue Progression
Working Capital Drivers
Switch assumption types to explore projections
From trial balance accounts to projected financial statements instantly.
Choose percentage growth, fixed amount, or percentage of revenue for each account. Set values by year or by period for maximum granularity.
View projected income statements, balance sheets, and cash flow side by side with historical data across up to 5 years.
Explore projected KPIs, cross-statement trends, composition analysis, and profitability progression across all projection periods.
REVENUE
$2.4M
+60%
GROSS MARGIN
43.3%
+5.2pp
OP. PROFIT
$285K
+185%
EBITDA
$460K
+84%
Revenue vs Cost of Sales
Switch views to explore projected analytics
Project at the trial balance account level for maximum granularity. Every account gets its own assumption type and projected values.
Choose percentage growth, fixed amount, or percentage of revenue for each account. Set values annually or monthly, by period or by year.
Project up to 5 years annually or 60 months with period-specific values. Compare historical financials alongside projected statements.
Cross-statement KPIs, composition analysis, profitability trends, and asset breakdowns across all projected periods.
Discover how Clervue's modules work together.