PursuitBid for finance teams and advisers
Give finance teams and business advisers a structured workspace for budgets, rolling forecasts, 13-week cash, scenarios, and traceable reports.
Finance teams and advisers who plan for a business often inherit fragile spreadsheets. Budgets get overwritten, forecasts drift, and nobody can reproduce last quarter's numbers. Advisory conversations then start with debates about the data instead of decisions.
PursuitBid structures the work. Records come in through CSV and XLSX imports, management adopts a budget that stays fixed, the rolling forecast advances as actuals close, and published report editions retain their inputs. Scenarios let the team test decisions, and the thirteen-week outlook keeps cash timing visible.
Things to keep in mind
- PursuitBid does not post entries or move money. The accounting system remains the record.
- Group views across entities can be discussed in a demo.
- Agree a secure channel for sharing records during onboarding.
How it works
Import and review
Bring in actuals, budgets, receivables, payables, and payroll, and review coverage.
Adopt the budget
Management adopts the budget as the benchmark.
Forecast and test
Keep the rolling forecast current and test decisions in scenarios.
Publish reports
Export PDF and XLSX report editions with their assumptions.
Frequently asked questions
Can advisers use PursuitBid for several clients?
Discuss your setup in a demo so we can confirm how workspaces and access should be arranged.
Does it connect to bank feeds?
No. It works from structured imports of your records.
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Tell us what needs to work better. We reply within one business day with a clear next step.