PursuitBid · Private onboarding

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.

Budget stays the budgetManagement adopts a budget; later forecasts never silently rewrite it.
13-week cash outlookSee when cash is expected to arrive and leave, week by week.
Scenarios kept separateTest a hire or a slow month without touching the baseline plan.
Reports you can traceEach published edition keeps the inputs and assumptions behind it.

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.

All PursuitBid features

PursuitBid by industry

Agriculture

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.

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Associations

PursuitBid 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.

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Contractors

PursuitBid 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.

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Financial Services

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.

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Hospitality

PursuitBid 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.

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Manufacturing

PursuitBid for manufacturers

Plan cash around materials, inventory, and customer terms, and test big orders, price changes, and hires in scenarios before committing.

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Nonprofits

PursuitBid 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.

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Professional Services

PursuitBid 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.

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Raw Materials & Natural Resources

PursuitBid for raw materials businesses

Plan cash and test scenarios around commodity prices, seasonal shipments, and large equipment purchases for quarries, mining, and materials suppliers.

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Real Estate & Property

PursuitBid 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.

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Retail & E-commerce

PursuitBid for retailers

Plan inventory buys, seasonal peaks, and cash timing with budgets, rolling forecasts, a 13-week cash outlook, and scenarios for retailers.

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Tax & Accounting

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.

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Trucking & Logistics

PursuitBid 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.

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Related

DATA

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 →
AI

AI Automation

Focused AI automation that removes repetitive work, connects existing tools, and adds testing, controls, and handoff. Starts at $3,000.

Read more →
OPS

Managed Technical Operations

Ongoing hosting, monitoring, maintenance, support, and improvement for the systems your business runs on, with clear responsibility for each one.

Read more →
Glossary

13-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.

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Glossary

Rolling 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.

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Glossary

Budget variance

The difference between budgeted and actual results for a period, analyzed to understand what changed and why.

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Glossary

Scenario planning

Modeling alternative assumptions, such as a new hire, a price change, or slower collections, separately from the baseline plan before deciding.

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Glossary

Driver-based planning

Building forecasts from the operational drivers behind the numbers, such as volume, price, headcount, or acres, instead of typing in totals.

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Glossary

Cash runway

How long a business can keep operating with its current cash and expected net cash flow before it runs out.

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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.