AI for FP&A & Corp. Finance
Stay on top of variance, forecasting, and board prep—without leaving Excel.
Drift helps FP&A and finance teams analyze models faster, flag inconsistencies, and extract insights from PDFs—all within the Excel workflows they already rely on. No switching tools, no rebuilding reports.
Whether you’re running monthly forecasts, building board materials, or supporting strategic planning, Drift makes your models easier to trust and explain.
It helps you catch problems early, sync decks with data, and focus your time where it matters: decision support, not error chasing.
Use it to:
Whether you’re running monthly forecasts, building board materials, or supporting strategic planning, Drift makes your models easier to trust and explain.
It helps you catch problems early, sync decks with data, and focus your time where it matters: decision support, not error chasing.
01
Validate forecast
by comparing actuals to forecasted values across time and departments.
02
Spot model anomalies
like broken formulas, hardcoded inputs, and inconsistent assumptions.
03
Align slides with data
by checking that board decks or PDFs reflect the latest Excel model.
04
Run “what-if” scenarios
to model the impact of revenue dips, cost spikes, or hiring changes.
05
Extract key metrics
like cash runway, headcount, or EBITDA directly from messy or complex models.
Example Use Cases
KPI Progress Check
Upload your Excel workbook, and let Drift extract the core KPIs—revenue, gross margin, OpEx, EBITDA, cash, and whatever else matters to your company. It then compares those values to the prior three months and lays them out in a simple, ready-to-share table.
“Pull this month's KPIs from the model and compare the last 3 months side by side. Flag anything with >10% variance.”
Board Pack QA
Upload your Excel model and the board deck PDF. Drift compares the reported KPIs, charts, and financials in the slides against the source model—flagging any inconsistencies in revenue, margin, cash, or headcount before the CFO hits send.
“Check that revenue, gross margin, cash, and headcount in the board deck match the Excel model. Check that the deck tone is consistent with the realities of the financials.”
