PursuitBid 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 establish its planning workflow.
Request a demo
Tell us which planning or reporting questions you want to answer. Leave sensitive records out of the first message.
Readiness review
We look at the records you have, such as actuals, budgets, open receivables and payables, and payroll or headcount, and agree how they will be shared.
Import and map
Records come in through structured CSV and XLSX imports. You review the mappings and coverage before planning on top of them.
Adopt a budget and start the cycle
Management adopts its budget, the forecast and cash outlook come online, and monthly reviews begin.
A good fit if
- You have usable financial records and can export them to spreadsheets.
- You want budgets, forecasts, and cash timing in one connected place.
- Management reviews performance monthly or quarterly and wants traceable reports.
- Your core planning is for one legal entity and one base currency. Ask about group views in the demo.
Probably not the right fit if
- You need bookkeeping or tax preparation. PursuitBid works alongside your accounting system.
- You need live bank feeds or automatic payroll connections today.
- You need statutory consolidation or audit certification.
Common questions
Does PursuitBid replace our accounting software?
No. Your accounting system remains the record. PursuitBid supports planning and reporting and does not post entries or move money.
How do records get into PursuitBid?
Through structured CSV and XLSX imports covering accounting, budgets, receivables and payables, payroll and headcount, and drivers. Direct bank feeds and live payroll connections are not included.
What is the difference between the budget and the forecast?
The budget is the target management adopted. The forecast is the current expectation based on recorded evidence and assumptions. One does not silently overwrite the other. See budget vs. forecast.
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.