Pellucid Forecasting

For accountants and advisors

Build a client’s three-way forecast in Excel,
then update it when the numbers move.

Start from a conversation or from their P&L and Balance Sheet. Pellucid drafts the drivers and the linked statements. You keep the formulas.

Build your forecast Watch demo

The stuck point

Spend less time building financial models.
More time advising your clients.

Pellucid drafts a linked forecast in Excel from the client’s assumptions, so the model is not a fresh build every time you take on another one.

Hours go into the file

One client’s forecast can use up the time you meant to spend advising.

A linked P&L, Cash Flow and Balance Sheet still means assumptions, formulas and a check that they hold together. That is what caps the client list.

Advisory has no repeatable path

Compliance already has a process. Forecasting usually does not.

The advice is there. What is missing is one way to produce the model for the next client, and the one after that.

The meeting is about what happens next

Last quarter is already in the accounts.

Cash, a hire, growth and funding need a forecast. You need a way to show that without opening a blank workbook each time.

“The number changed”

Month-end without a driver behind it is a variance, not an explanation.

Your path

Draft the model.
Then stand behind it.

  1. Take the client’s story or their accounts

    A conversation, or a P&L and Balance Sheet from Xero, QuickBooks, Zoho, MYOB, or a paste.

  2. Pellucid drafts drivers, rates, and three statements

    The first structure is in Excel, linked, so you are not starting from a blank sheet.

  3. You inspect and edit

    The formulas stay visible. Change what the client’s business actually does.

  4. Review the month with the drivers

    Actuals vs forecast shows which accounts and drivers explain the variance, so the meeting is about the business.

A worked example

One assumption,
then the review columns.

Illustrative: a client gym

You change

Members move from 500 to 550, at $25 a month.

The model flows through

  1. Revenue
  2. Profit
  3. Receivables
  4. Cash

What you get

Deliver forecasting
to more clients.

Client data stays in the workbook. The subscription is the same $50 AUD a month — start with one client model.

More time advising

The model is drafted, so the meeting can stay on the client’s decision.

Minutes, not days

Create a linked Profit & Loss, Cash Flow and Balance Sheet forecast in minutes, not days.

Client data stays in the workbook

No training on client numbers. No stored copy of the spreadsheet on our servers.

Pricing

Start with
one client model.

A linked P&L, Cash Flow and Balance Sheet can take more than two hours to build by hand.

If you are new to financial modelling, you could be looking at two weeks. Even a professional can spend two days getting it right.

Asking Claude or ChatGPT for a spreadsheet still leaves you unsure what was hardcoded, why a formula is there, and how to change an assumption.

Build it yourself

More than 2 hours, before the three statements even hold together.

About 2 weeks
if you are new to financial modelling
At least 2 days
if you already build models professionally

Ask Claude or ChatGPT

A spreadsheet in minutes. Then uncertainty about the model you were given.

Hardcoded numbers
Which figures were typed in, and which ones move.
Unexplained formulas
Why this formula is used, and what it assumes.
Changing an assumption
You have to find where it lives before you can move it.
Someone else's model
You still have to learn it, and it may not scale or add to the financial insight you already have.

Pellucid

50 AUD

per month

The same subscription. Use it to draft the next client file, then edit the Excel yourself.

  • Time saved The first linked structure is drafted, not built from a blank sheet.
  • A file you can hand back Formulas stay in Excel. The client can open them.
  • The review Actuals vs forecast, with the driver gap next to the account.
Build your forecast