BALANCECHEAT / AI Budgeting and Forecasting
Turn the operating budget into a connected forecast.
Bring your AI provider to connect revenue expectations, headcount, cost plans and investment assumptions. Keep the financial model primary, with AI as an optional analysis and editing layer.
Your model · Your AI · You stay in control
Loading the statement preview…
Open the full financial model →Continue with your AI in the full model
This is a focused preview with sample data. Open the full financial model, choose AI, and connect your own provider to analyze or edit your model. Your saved models are unchanged by this preview.
A useful starting prompt
Try this with your provider in the full model:
Inspect the budget drivers. Help me plan revenue, FTE and investment consistently, and explain each proposed change.
Translate planning language into model inputs
Budget discussions often begin with language: add a team, slow hiring, improve collections or invest in capacity. Your AI can map that discussion to the model’s existing fields, ask for missing amounts or dates, and apply valid assumptions through the same operations used for manual editing.
Start with the operating plan, then inspect its effect on earnings, assets, financing and cash. BalanceCheat supplies the deterministic calculation engine so the plan remains inspectable.
Keep ownership of the plan
Connect a compatible AI client; availability depends on its product and plan. Your own API key is an advanced alternative for chat inside BalanceCheat. Open chat in another window when you want more room for the financial statements. The model continues to work when AI is disconnected.
Your connected provider handles AI usage. AI changes remain active but pending until reviewed. Keep a local model backup before a large planning exercise and use the review controls to accept or undo specific changes.
Bring Your Own AI
Connect a compatible AI client to work with a structured financial model. ChatGPT, Claude and Gemini offer external connections where their product, region and plan allow them. Your own API key remains an advanced option for chat inside BalanceCheat. BalanceCheat provides the calculation engine; your connected AI provides the intelligence.
Your financial model stays stored in your browser. When you use AI, your prompt and the requested model context are sent to your provider. The relay does not retain provider keys. External connections temporarily hold tool requests and results while your browser executes them.