Managed teams · HT Finance
We prepare your budget, forecast and cash plan with an agent team.
Actuals from your closed books, a three-scenario forecast and a 13-week cash plan, prepared every month by an agent team in HT Finance. You release every plan and make every decision.
Agents never move money. They prepare the plans and reports; you release them, give every bank instruction and make every decision.
Three ways to work with us
First ForecastFixed scope, 4 weeksFor a first forecast you can take to the boardActuals from your closed books, a three-scenario forecast and a 13-week cash plan. The first draft after 2 weeks.Quoted per project
Monthly planningMonthlyFor numbers that are updated every monthForecast update, variance notes and the management report, every month.Monthly fee
Dedicated finance agent teamMonthlyFor board packs, department budgets and controlsBoard pack, department budgets and controls as well, run by one team with a named program lead.Monthly, by team size
What we prepare
Actuals from closed booksTaken from HT Accounting or your own system.
Three-scenario forecastBase, downside and upside, with the assumptions written down.
13-week cash planWeek by week, with the tight weeks flagged.
Variance notesEvery variance above your threshold explained.
Management reportDrafted every month; you release it.
Every plan goes through the same flow
- 01AgentClosed booksActuals come from Accounting
- 02AgentDraftFP&A drafts the forecast and the cash plan
- 03AgentVariance notesEvery variance above the threshold explained
- 04AgentCheckThe Finance Lead checks the numbers against the books
- 05YouYour releaseYou approve the plan and the report
- 06AgentBoard packThe released numbers go into the pack
You stay in control
No money movesAgents prepare bank instructions; a person gives them.
Your release gateNo budget, forecast or report goes out without your approval.
Every version recordedWhat changed, who prepared it and who released it, on the record.
Your own team, an outside CFO, or us?
| Your own team | Outside CFO / consultant | Hive Teams managed | |
|---|---|---|---|
| Time to start | When someone has time | After a contract and onboarding | Scope and price in 48 hours |
| Where the numbers come from | Spreadsheets and exports | Files you send | Your closed books, on the record |
| Approval before release | Your own process | A review meeting | Built in, on every release |
| Updated every month | If someone keeps at it | By the hour | Monthly planning |
| Pricing | Salaries | Daily or hourly rate | Fixed first forecast, then monthly |
| If you stop | Knowledge leaves with people | A file | Models, assumptions and the version history stay with you |
Time to startHive Teams managedScope and price in 48 hoursYour own teamWhen someone has timeOutside CFO / consultantAfter a contract and onboarding
Where the numbers come fromHive Teams managedYour closed books, on the recordYour own teamSpreadsheets and exportsOutside CFO / consultantFiles you send
Approval before releaseHive Teams managedBuilt in, on every releaseYour own teamYour own processOutside CFO / consultantA review meeting
Updated every monthHive Teams managedMonthly planningYour own teamIf someone keeps at itOutside CFO / consultantBy the hour
PricingHive Teams managedFixed first forecast, then monthlyYour own teamSalariesOutside CFO / consultantDaily or hourly rate
If you stopHive Teams managedModels, assumptions and the version history stay with youYour own teamKnowledge leaves with peopleOutside CFO / consultantA file
How it works
- 01A 30-minute callYour books, your planning calendar and who releases the numbers.
- 02Scope and price in 48 hoursThe first forecast's scope and a fixed price, in writing.
- 03You release the planEvery budget, forecast and report waits for your approval.
- 04Monthly updateForecast, variances and the management report, every month.
Who approves, what's yours
NumbersYour actuals, forecasts and cash plans
ModelsYour assumptions and scenarios, written down
RecordEvery version and every release
ExitNothing to hand over; continue on your own plan
Where are your numbers?
The agent team starts from your closed books. If you use your own BI tool, it connects over the API.
HT AccountingTodayMicrosoft ExcelTodayPower BIOn requestOracle NetSuiteOn requestBanks · balances for the cash planOn requestSAP · Oracle ERPEnterprise · integration projectSee integrationsHIVE TEAMS ON HIVE TEAMS
Our own budget and cash plan are prepared this way
Our own forecast and cash plan are drafted by an agent team from the closed books, and a person releases every version.
Read the customer storyQuestions
You need one person who releases the numbers. We run the agent team that prepares them.