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Business Performance Management (BPM)

Measure. Understand. Plan. Every month.

Quick summary:

  • • Signed off every month
  • • Ask why, get the evidence
  • • A forecast that learns

It's the twentieth, and you still don't know how last month went. With BPM Analyst the month is in front of you, signed off by a Fortivis analyst, with what changed already called out. When margin slips, anyone on your team can ask why and get the evidence, and what you learn goes back into the forecast. For owners, and for investors across a portfolio.

  • One governed semantic layer: every question has one answer
  • Your financial model, built with you
  • Every month signed off by a Fortivis analyst
  • An AI analyst that answers why, with the evidence

At a glance

6–8 weeks

from your data as it is to the first signed-off month

12‑month

rolling budget and forecast

Every month

signed off by a Fortivis analyst

Minutes

the answer to why, with the evidence

Measure

How did last month go?

Every month our analysts sign off your numbers and measure the results against plan. Statements, every drill-down, your board pack. Covenants tracked against the facilities you actually have. At your desk or on your phone.

BPM Analyst dashboard: what changed year to date, revenue, adjusted EBITDA, net debt and cash conversion, each against budget
George?
The dashboard. Dunder Mifflin demo company, year to date June 2026.
Understand

Why?

When margin slips, anyone on your team can ask why. Your AI analyst goes as deep as the question goes, in minutes, not a week. No made-up numbers: every figure with its evidence, calculated in BPM Analyst, not in the AI.

Our value isn't in producing reports. It's in cutting the time between the question and the decision.

BPM Analyst revenue drill-down by business line, with the bridge from budget to actual
Revenue by business line, and the bridge from budget to actual: where the answer to why comes from.
Plan

What next?

We build your financial model with you: business plan, budget and forecast, driven by what your actuals reveal. What you learn each month goes straight back into the forecast, so you see what the next decision will do before you make it.

BPM Analyst run-rates: the clients behind and ahead of the full-year budget
Run-rates against the full-year budget: what needs attention, and what is ahead of plan.

Deep dive

How BPM Analyst works, step by step.

What to expect when

Weeks 1–2

Sources and foundation

  • • Map every source the business runs on
  • • Clean, map and reconcile them into the governed semantic layer
  • • Find where the exports don't agree, and why
  • • Agree the KPI tree and the board pack
Weeks 3–6

Your model, built with you

  • • Business plan, budget and forecast on the governed numbers
  • • Driver-based revenue and cost assumptions
  • • Twelve-month rolling budget and forecast
Weeks 6–8

First month signed off

  • • First month checked, reviewed and signed off by a Fortivis analyst
  • • AI analyst live for your team
  • • First review with management
  • • Board pack delivered
Month 3+

Every month

  • • Signed off every month, measured against plan
  • • What you learn goes back into the forecast
  • • Quarterly board pack
  • • Reviews with management and investors

Frequently asked questions

Ready to hand over the month?

Tell us what you run your business on today. We'll show you what the first signed-off month looks like.