Who we are

Built by an FP&A operator. For FP&A operators.

EPM Lite started because closing the books took us 11 days, the variance pack took 40 hours, and every board meeting needed a fresh “why is this off?” investigation. The existing tools — Excel, Adaptive, Anaplan — each solved part of the problem and made another part worse. We wanted one tool with the full picture and an AI layer that answered questions in plain English. So we built it.

What we believe

Plain English beats formulas

Most CFO questions are sentences, not VLOOKUPs. The product should answer in the same language the question was asked.

Audit trail beats version history

Knowing who changed the COGS assumption — and what the value was before — is non-negotiable for finance. Excel can't do this. We do.

Drivers beat spreadsheet rebuilds

Hire 5 engineers shouldn't trigger a 3-day model rework. Drivers + member formulas mean the plan recomputes itself.

What we've built so far

9
Product pillars · Dashboard, P&L, BS, CF, Drivers, AI Chat, Forecasting, What-If, Alerts
35+
AI tools that cover ~99% of manual app actions in plain English
15
ML forecasting algorithms — compare side-by-side, pick the winner
9-dim
Cube · Entity × Account × Period × Scenario × Version × Currency × Year × Product × Department
See the full productBook a 15-min demo