Financial planning and analysis you can trace
PursuitBid connects source records to budgets, forecasts, and scenarios, with a clear view of the dates and assumptions behind every number. Built and operated by Syntonyl, now onboarding businesses privately.
Once the books are closed, management still has questions the ledger cannot answer. How are we doing against plan? What would another hire change? When could cash get tight? Answering them usually means a web of spreadsheets, accounting exports, and assumptions that drift out of sync.
PursuitBid is the financial planning and analysis workspace our team at Syntonyl built to keep that work connected. Imports bring in actuals, budgets, receivables and payables, payroll and headcount, and operating drivers. Management prepares and adopts an annual budget, keeps a rolling operating forecast current, and maintains a separate thirteen-week cash outlook focused on timing.
The workspace keeps three things distinct that spreadsheets tend to blur: what was recorded, what management assumed, and what is still missing. Missing inputs stay missing instead of being treated as zero, and the calculations that depend on them say so. When actual results arrive, variance analysis shows which accounts and departments contributed to the change, and management adds the context behind it.
PursuitBid works alongside your accounting system rather than replacing it. It does not post entries or move money. We are introducing it through private onboarding, so our team helps each business bring in its records, confirm the fit, and set up the planning cycle. Read the founder's write-up for the thinking behind it.
What PursuitBid does
Structured imports
CSV and XLSX templates bring in period movements, budgets, balance and trial-balance snapshots, receivables, payables, cash observations, payroll and headcount, and operating drivers. You review mappings and coverage before relying on them.
Budgets with explicit adoption
Prepare and version annual budgets. Management explicitly adopts a revision, and later forecasts do not rewrite the approved target.
Rolling operating forecast
Review revenue, costs, and staffing across a connected planning horizon with a defined actuals cutoff. Revenue drivers can be run-rate, growth, monthly series, or volume and price.
Thirteen-week cash outlook
Build a weekly view from opening cash, expected receipts and payments, and explicit timing assumptions. Revenue and cash receipts stay distinct.
PursuitBid by industry
PursuitBid for farms and agribusinesses
Plan around the farm cash cycle with an adopted budget, a rolling forecast, a 13-week cash outlook, and scenarios for prices, yields, and sale timing.
See how it fits →AssociationsPursuitBid for association budgets
Manage the board-adopted budget, track performance against it, and plan cash around renewal and event seasons with traceable reports for the board.
See how it fits →ContractorsPursuitBid for contractors
See cash gaps between draws before they arrive. Plan payroll, materials, retainage, and collections with a 13-week outlook and scenarios for slipping jobs.
See how it fits →Financial ServicesPursuitBid 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.
See how it fits →HospitalityPursuitBid for hospitality businesses
Plan budgets, seasonal forecasts, staffing, and cash timing for hotels, restaurants, and venues, and test slow seasons and new hires in scenarios.
See how it fits →ManufacturingPursuitBid for manufacturers
Plan cash around materials, inventory, and customer terms, and test big orders, price changes, and hires in scenarios before committing.
See how it fits →NonprofitsPursuitBid for nonprofit budgets
Keep the board-adopted budget fixed, forecast grants and campaigns, and plan cash around uneven funding with traceable reports for the board.
See how it fits →Professional ServicesPursuitBid for professional services firms
Plan headcount, revenue, and cash for consultancies and agencies, and test hiring ahead of demand or a large project in scenarios before committing.
See how it fits →Raw Materials & Natural ResourcesPursuitBid for raw materials businesses
Plan cash and test scenarios around commodity prices, seasonal shipments, and large equipment purchases for quarries, mining, and materials suppliers.
See how it fits →Real Estate & PropertyPursuitBid for real estate businesses
Plan budgets, forecasts, and cash timing for brokerages and property companies, and test decisions such as new hires or acquisitions in scenarios.
See how it fits →Retail & E-commercePursuitBid for retailers
Plan inventory buys, seasonal peaks, and cash timing with budgets, rolling forecasts, a 13-week cash outlook, and scenarios for retailers.
See how it fits →Tax & AccountingPursuitBid 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.
See how it fits →Trucking & LogisticsPursuitBid for trucking and logistics
See cash gaps from fuel, payroll, and slow-paying customers ahead of time, and test adding trucks or drivers before committing.
See how it fits →Explore PursuitBid
PursuitBid features
What PursuitBid does: structured imports, budgets with explicit adoption, rolling operating forecast, thirteen-week cash outlook, and more.
Read more →Use casesPursuitBid use cases
How teams use PursuitBid: deciding whether to hire; monthly performance review; watching a seasonal cash dip.
Read more →Data & controlPursuitBid data & control
Financial planning needs clear permissions, traceable records, and care with sensitive information. PursuitBid enforces organization and entity permissions…
Read more →OnboardingPursuitBid onboarding
PursuitBid is introduced through private onboarding rather than open self-service sign-up. Our team works with each business to confirm the fit and…
Read more →FAQPursuitBid FAQ
Answers to common questions about PursuitBid: does pursuitbid replace our accounting software; how do records get into pursuitbid.
Read more →Related
Data & Database Engineering
Schemas, migrations, historical imports, validation, reporting pipelines, and performance work, so your data stays an asset as the business grows.
Read more →AIAI Automation
Focused AI automation that removes repetitive work, connects existing tools, and adds testing, controls, and handoff. Starts at $3,000.
Read more →OPSManaged Technical Operations
Ongoing hosting, monitoring, maintenance, support, and improvement for the systems your business runs on, with clear responsibility for each one.
Read more →Glossary13-week cash flow
A week-by-week projection of cash receipts, payments, and balance over the next quarter, used to spot shortfalls before they happen.
Read more →GlossaryRolling forecast
A forecast that is updated regularly and always extends a fixed period into the future, rather than stopping at the end of the fiscal year.
Read more →GlossaryBudget variance
The difference between budgeted and actual results for a period, analyzed to understand what changed and why.
Read more →GlossaryScenario planning
Modeling alternative assumptions, such as a new hire, a price change, or slower collections, separately from the baseline plan before deciding.
Read more →GlossaryDriver-based planning
Building forecasts from the operational drivers behind the numbers, such as volume, price, headcount, or acres, instead of typing in totals.
Read more →GlossaryCash runway
How long a business can keep operating with its current cash and expected net cash flow before it runs out.
Read more →Want to see PursuitBid on your own work?
Tell us what you would bring to PursuitBid. We’ll arrange a walkthrough and talk through fit, access, and onboarding.