PursuitBid features
PursuitBid connects your records to budgets, rolling forecasts, a 13-week cash outlook, scenarios, and management reports, with every assumption visible.
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.
Scenarios and staffing
Model hires, start dates, compensation, demand, pricing, and cost changes in a separate scenario, then compare it with the baseline before deciding.
Variance analysis
Compare like periods and see how each account and department contributed to an observed change, so follow-up questions go to the right place.
Linked statements
Monthly income statement, balance sheet, and cash-flow forecasts link through a mapped opening position, with coverage checks showing whether the inputs are complete.
Traceable management reports
Review reports in the workspace or export PDF and XLSX editions. Each published edition retains its inputs, and a correction creates a new edition instead of changing an old one.
Works with: CSV and XLSX imports · Accounting exports · Payroll and headcount files · PDF and XLSX reports
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.