Modernize your Finance Team.
Scale with Agentic FP&A.
Spin up AI financial analysts that handle the data pulls, reconciliation, and segmentation, so you spend your time driving the business, not chasing the data.
Not sure where your reporting stands? Get a free P&L audit and we'll show you the segments, drivers, and gaps your current stack is missing.
Go Fig spins up AI financial analysts that connect every business system into one live model. Strategic finance leaders run segmentation to diagnose margin drivers, size debt capacity and retained-earnings headroom, and walk into every board meeting with the capital allocation decision already made. White-glove implementation in under 30 days.
What we uncover in the first 30 days
These are the kinds of findings our customers get within weeks. Not the dashboards, the actual answers.
Pinpoint the driver that is compressing margins
Segmentation analysis across business lines, regions, and customer types reveals which segments are quietly dragging down profitability.
Explain why per-unit profitability is down while revenue is up.
Top-line growth masks a structural problem. Segment-level P&L analysis reveals which parts of the business are scaling revenue while eroding margin.
Identify lagging products that are hidden by strong growth meeting targets
Aggregated revenue metrics hide compensating variances. Go Fig breaks the numbers apart so you see which segments are overperforming and which are quietly failing.
Right-size the capital plan before the board meeting
See how much growth retained earnings can fund, what coverage ratio you'd trip at different debt levels, and where cash can free up to self-fund instead of raise. Walk in with the allocation decision, not the question.
After a decade building data systems that powered decisions at Square, Capital One, and Oportun, Nathan moved to Greenville, SC and spent a year interviewing CFOs at middle market manufacturers, PE portfolio companies, and service businesses. The pattern was the same everywhere: brilliant finance leaders trapped by fragmented data, spending half their week gathering information instead of interpreting it. Go Fig is the comprehensive financial reporting solution that simplifies data accessibility.
- Sr Data Scientist & Strategy Lead, Square
- Strategy & Analytics Manager, Oportun
- Senior Business Analyst, Capital One Auto Finance
Financial intelligence designed by finance leaders, for finance leaders
Agentic FP&A from Excel
Run analysis and execute changes directly inside the Excel workbooks your team already lives in. No new platform to log into, no context switching. Celeste pulls data, builds models, and writes back to source systems without ever leaving the spreadsheet.
Spot misses before they compound
Get real-time alerts the moment an anomaly shows up in your numbers. When marketing overspends, a vendor invoice spikes, or sales slips on pipeline, Celeste pings you the day it happens, not three weeks into month-end close.
Live reporting, drilled to the source
Dashboards that update the moment your systems do. Drill any number back to the source transaction in the ERP, CRM, or warehouse that produced it, no more reconciling three versions of the truth before every meeting.
Close the books in days, not weeks
Reconciliation, consolidation, and report delivery run on schedule. Close tasks that used to burn two weeks of your team's time finish overnight, freeing finance to spend month-end interpreting the numbers instead of gathering them.
Introducing the Financial Intelligence Graph
Not a dashboard. Not a data warehouse. Go Fig is a governed, orchestrated graph of every system, every entity, and every relationship in your business. It's what makes Claude for Excel so powerful, managing all the APIs and MCPs so agents can do analysis and accounting work across every system, all from inside your Excel workbooks.
Connect
One graph linking every system, every entity, and every relationship: ERP, CRM, HRIS, warehouse, spreadsheets.
Govern
Role-based access, full audit trails, and data lineage. Every agent action stays inside your security and compliance boundaries.
Orchestrate
Go Fig manages the APIs and MCPs so Claude can reason and act across every system from a single conversation, no scripting required.
Execute in Excel
Agents pull analysis, run accounting work, and write back to source systems, all from inside the Excel workbooks your team already lives in.
Our Customers
How we've helped finance teams evolve into strategic leaders
Gross Margin Recovery
The challenge
Revenue was growing but margins were compressing, and the leadership team needed an answer on where to invest next. With hundreds of agents and transactions spanning buy-side, sell-side, and multiple price brackets, the CFO had no way to see which segments were eroding profit. Monthly reporting showed top-line numbers, but couldn't explain why profitability was declining, leaving every growth and commission decision stuck waiting on data.
What we uncovered
Segmentation analysis across agents, transaction types, and price buckets revealed that a specific subset of deals was disproportionately driving margin erosion. With that diagnosis in hand, the CFO could stop reacting to the P&L and start directing it, reshaping commission structures and steering growth investment toward the segments that actually compounded profit.
"Go Fig turned me from the person who reports the numbers into the person who explains what they mean. I can walk into any meeting and show exactly what's driving our margins, down to the agent, the deal type, the price bucket."
Outcomes
- Identified the specific segments compressing margins within 3 weeks
- CFO became the strategic advisor to leadership on where to invest for margin recovery
- Commission structures restructured based on segment-level profitability, protecting cash for growth
- Monthly reporting went from top-line summaries to diagnostic insights that shaped capital decisions
Month-End Visibility
The challenge
With 4,000+ SKUs, an aging ERP, and actuals that funneled in with no context, every month-end was a mystery, and so was every decision that depended on it. Capital commitments on production lines, headcount, and vendor contracts were getting made on stale data, because the finance team spent weeks reconciling across disconnected systems before they could even begin to analyze what happened.
What we uncovered
Cross-system consolidation and automated variance analysis eliminated the manual reconciliation cycle. The VP Finance could see actuals vs. plan by department, product line, and cost center in real time, which meant leadership could pressure-test capital and operating decisions against live numbers instead of waiting three weeks after close to find out whether they were right.
"Before Go Fig, every month was a mystery. Now our leadership team can see the financial impact of any decision before we make it, not three weeks after."
Outcomes
- Month-end mystery eliminated with actuals visible in real time
- Finance team reclaimed 50%+ of time previously spent gathering data, redirected to planning and analysis
- $2-3M in P&L uncertainty resolved within 30 days, unblocking capital decisions waiting on clean numbers
- Leadership sees financial impact of capital and operating decisions before committing, not after
Post-Acquisition Consolidation
The challenge
The PE sponsor wanted a clear read on which acquisitions were compounding value and where to deploy the next dollar, but after an 18-month ERP implementation that ballooned from $40K to $120K and still didn't work, the fractional CFO had no way to get standardized reporting across entities. Every portfolio-level capital question was stuck behind the same broken data layer.
What we uncovered
Go Fig connected the existing systems across portfolio companies into one consolidated financial model in weeks. The CFO could finally see performance across entities with consistent metrics, separate the acquisitions earning their capital from the ones bleeding it, and walk into sponsor meetings with a defensible view of where to invest, where to intervene, and where to hold.
"ERP providers promised me the moon. Initially it was six months and $40,000, and then it became a year and a half and $120,000, and it still didn't work. Go Fig delivered a planning platform in weeks."
Outcomes
- Consolidated reporting across portfolio companies in under 30 days
- Replaced a failed $120K ERP implementation, redirecting that spend toward value creation
- Standardized metrics across acquired entities, exposing which ones earn follow-on capital
- PE sponsor reporting delivered with confidence, not caveats, on allocation and intervention calls
What your new financial reporting toolkit could look like
Everything your team needs to plan, forecast, and make decisions in one connected platform.
AI Analysis AI
Celeste explains variances and generates board-ready summaries with audit trails.
Anomaly Alerts
Get notified the moment a metric breaks pattern. Spot variances before they show up at close.
Real-Time Reporting
Live financial dashboards that update as your data changes. Drill into any number to its source system.
Excel Sync
Bi-directional sync keeps your existing Excel models powered by live data.
Unlimited Data Analytics from Excel MCP
No more downloading CSVs from PowerBI or waiting on a data analyst to write SQL. Pull any metric, any cut, any period directly into Excel via the Go Fig MCP.
Write-back to Accounting from Excel MCP
Push journal entries, classifications, and adjustments back to QuickBooks or NetSuite directly from Excel.
Cross-Functional Collaboration
One source of truth across Finance, Sales, and Ops. Plans, actuals, and assumptions stay aligned without merging spreadsheets.
Multi-Entity Consolidation
Consolidate across subsidiaries with currency conversion and intercompany eliminations.
Data Governance & Access Controls
Role-based access, full audit trails, SSO, and MFA. SOC 2 Type II certified.
100+ Integrations
Connect ERPs, CRMs, HRIS, and databases. Need a custom connector? We build it.
How It Works
Watch a 2-minute walkthrough from our founder.
Month-End Automations
Automate recurring close tasks: reconciliation, consolidation, and report delivery on schedule.
Modernize your finance team
Week 1: Discovery
Our team learns your business, connects your data sources, and maps your planning workflows across every department. You keep working while we do the heavy lifting.
Week 2-3: Build
We build your connected financial model, configure planning templates for each department, and set up what-if scenarios tailored to your business. No data engineers or technical skills required on your end.
Week 4: Launch
Your teams start planning in Go Fig. We train every department, validate the model against your actuals, and ensure everything ties out. Ongoing support included.
Frequently Asked Questions
Get quick answers about Go Fig's financial intelligence platform.
What is Go Fig?
Go Fig is the Financial Intelligence Graph that connects every business system (ERP, CRM, HRIS, spreadsheets) into one live financial model. AI financial analysts run segmentation, reconciliation, and capital scenarios on top, so strategic finance leaders spend their time on the decisions only they can make instead of gathering data.
How is Go Fig different from traditional FP&A tools?
Traditional FP&A tools are built for reporting, not capital strategy. Go Fig spins up AI financial analysts that handle the data pulls, reconciliation, and segmentation, so strategic CFOs spend their time on allocation decisions instead of data work. Every department's plan flows into a live financial model, and the capital picture updates the moment inputs change.
What departments can use Go Fig?
Any department that affects your financial model: marketing (campaign budgets, ad spend), sales (pipeline, bookings forecasts), R&D (headcount, project costs), operations (vendor contracts, facility costs), and of course finance (consolidation, reporting, board decks).
How long does implementation take?
Most customers are fully live within 30 days. Our team handles data connections, financial model setup, department template configuration, and team training. You define your planning needs; we make them work.
Do I need a data engineer to use Go Fig?
No. We provide white-glove implementation. Our team connects your systems, builds your financial model, and configures planning templates for each department. Your teams plan in simple interfaces; we handle the technical complexity.
What systems does Go Fig integrate with?
100+ sources including NetSuite, SAP, QuickBooks, Salesforce, HubSpot, Snowflake, PostgreSQL, Excel, and Google Sheets. We pull actuals from your existing systems and layer planning capabilities on top. Need a specific integration? We'll build it within two weeks.
How does Go Fig handle data security?
SOC 2 Type II certified with TLS 1.3 encryption in transit and AES-256 at rest. Role-based access controls ensure each department sees only their planning data. Comprehensive audit logs track every change.
Can I still use Excel with Go Fig?
Yes. Go Fig syncs with Excel bidirectionally. Many teams use Go Fig for planning and scenario modeling, then export results directly to their existing Excel board decks and reports. Formulas and formatting stay intact.
What is a what-if scenario in Go Fig?
A what-if scenario lets you ask questions like "Can we hire 2 engineers?" or "What happens if pipeline drops 20%?" and see the instant financial impact across your P&L, cash flow, and runway, modeled against your real data, not guesswork.
How does Go Fig support capital allocation and financing decisions?
Go Fig lets you model your capital plan against live financial data. Size the growth investment retained earnings can fund, stress-test debt levels against coverage ratio covenants, and compare self-funding versus raising. Scenarios update in real time as actuals shift, so the capital decision you walk into the board meeting with is the one your numbers actually support.
How much does Go Fig cost?
It depends on scope and how much fractional support you need. Every engagement bundles implementation, data modeling, dashboards, and workflow build-out, so pricing reflects the systems we're connecting, the complexity of your financial model, and the level of senior-analyst involvement. Talk to a senior analyst to scope the right fit.
What is Celeste?
Celeste is Go Fig's AI analyst. She proactively flags variances, recommends scenarios to explore, and generates board-ready summaries. Every conclusion comes with clear reasoning and audit trails. Learn more about Celeste.
How do I know if Go Fig is right for my company?
Go Fig works best for companies with 50-500 employees where multiple departments affect the financial plan and leadership needs real-time visibility. Take our free Data Readiness Assessment to see if you're a fit.
Get a Free P&L Audit
A senior analyst runs segmentation across your real P&L, surfaces what's driving your margins and cash, and shows you exactly where the capital plan holds up versus where it leaks. No generic demo script, no slideware. You walk away with a board-ready view of what's actually funding growth.