PursuitBid for accounting firms and their clients
Use PursuitBid to deliver budgets, rolling forecasts, 13-week cash outlooks, and scenario analysis as an advisory service built on clients' own records.
Many accounting firms want to offer more advisory work, but forecasting in spreadsheets does not scale. Each client's model is built differently, links break when a new month is added, and nobody can say which assumptions produced last quarter's numbers. The firm ends up spending its advisory hours maintaining spreadsheets.
PursuitBid gives that work a consistent structure. Client records come in through CSV and XLSX imports, management adopts a budget that stays fixed, the rolling forecast updates as actuals close, and the thirteen-week cash outlook focuses on timing. Published report editions keep the assumptions behind every number, which is exactly what an advisor needs when a client asks what changed.
Things to keep in mind
- PursuitBid supports planning and reporting and does not post entries or replace the client's accounting system.
- Client data is shared through a channel agreed during onboarding, never through a public form.
- The core fit is one legal entity and one base currency per planning workspace. Ask about group views in a demo.
How it works
Import the client's records
Actuals, budgets, receivables and payables, payroll, and drivers come in through structured imports and are reviewed for coverage.
Adopt the budget
The client's management adopts a budget version, which becomes the benchmark for the year.
Keep the forecast current
As periods close, the rolling forecast advances and prompts for any new planning inputs.
Advise with scenarios
Test hires, pricing, and collection timing in separate scenarios and compare them with the baseline.
Publish the pack
Export PDF and XLSX report editions that preserve the inputs and assumptions behind them.
Frequently asked questions
Is PursuitBid a fit for every client?
It fits clients with usable records who want regular planning and reporting. Very small or very irregular businesses may not need it.
Does PursuitBid connect to bank feeds?
No. It works from structured imports of the client's records, which keeps the data deliberate and reviewable.
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See how it works →Talk through PursuitBid for your business.
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