Your data, connected to Excel.
Go Fig connects with your systems: databases, ERPs, CRMs and more straight into Excel, so the pulls, the reconciliations, and the reports build themselves. No copy-paste between tabs. No broken links. No 11pm scramble to find why a number changed.
Want to see where your numbers break? Get a free P&L audit and we'll show you the gaps your current process is missing.
Finance teams who analyze their data with Go Fig
Create a workflow once. Load the right data into Excel every day.
This is a live sample P&L running entirely in your browser. Drag the nodes, follow the flow, and watch how pivoting by segment exposes the business line quietly compressing margin. No login, no setup.
| Segment | Jan | Feb | Mar | Apr | Total |
|---|---|---|---|---|---|
| Sell-side | $100k | $109k | $123k | $137k | $469k |
| Buy-side | $60k | $62k | $63k | $67k | $252k |
| Property Mgmt | $7k | $8k | $9k | $10k | $34k |
| Leasing | $2k | ($4k) | ($11k) | ($19k) | ($32k) |
| Total | $169k | $175k | $184k | $195k | $723k |
This is a taste on sample data. Build your own workflow →
The familiarity of Excel, with the processing power of enterprise SQL.
Build a pivot the way you already do in a spreadsheet: drag fields into rows, columns, and values. Underneath, Go Fig runs it on a real SQL engine against your governed data, so it stays fast on millions of rows, not just the few thousand a workbook can hold.
Drag fields here to filter
SELECT
segment,
SUM(CASE WHEN close_month = 'Jan' THEN commission END) AS "Jan",
SUM(CASE WHEN close_month = 'Feb' THEN commission END) AS "Feb",
SUM(CASE WHEN close_month = 'Mar' THEN commission END) AS "Mar",
SUM(CASE WHEN close_month = 'Apr' THEN commission END) AS "Apr",
SUM(commission) AS "Total"
FROM deals
GROUP BY segment
ORDER BY "Total" DESC;| Segment | Jan | Feb | Mar | Apr | Total |
|---|---|---|---|---|---|
| Property Mgmt | $116k | $121k | $126k | $131k | $494k |
| Leasing | $92k | $97k | $102k | $107k | $398k |
| Buy-side | $68k | $73k | $78k | $83k | $302k |
| Sell-side | $44k | $49k | $54k | $59k | $206k |
| Total | $320k | $340k | $360k | $380k | $1400k |
This is the real pivot builder, running on sample fields. Try it on your own data →
Imagine being able to get answers to all the questions that your team can't answer today
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.
Catch the broken number before it reaches the board
Manual pulls and hardcoded cells slip errors into the close. Go Fig traces every number back to the source transaction, so you find the variance that does not reconcile before it lands in a board deck you have to restate.
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
Built for teams who solve problems, and who now can get more answers more quickly
Work right inside Excel
Go Fig connects your systems to a web based Excel you already know how to use. Pull live data, build the model, and push updates back to the source, all from the spreadsheet. The work happens on your data, in your environment. Nothing gets handed to a public chatbot.
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 you to spend month-end interpreting the numbers instead of gathering them.
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.
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 flags it the day it happens, not three weeks into month-end close.
How it works, and why your data stays yours
Go Fig connects all your systems into one place, keeps every number governed and traceable, and does the work right inside Excel. Your financials never leave your environment, never get pasted into a public chatbot, and never train an outside model.
Connect your systems
One place that links everything you use: your accounting system, ERP, CRM, bank, warehouse, and spreadsheets.
Keep it governed
Role-based access, full audit trails, and lineage on every number. Everything stays inside your own security and compliance boundaries.
Use AI responsibly
AI helps on your terms. Your data is never used to train a model and never handed to a public chatbot. The analysis runs on your data, in your environment.
Work in Excel
Pull the analysis, run the accounting work, and write updates back to the source, all from inside the Excel workbooks you already use.
What is manual data work actually costing you?
Most finance teams spend half their week gathering data instead of interpreting it. Move the sliders to see the bill.
for 104 weeks of analyst time spent moving data, not interpreting it.
Get a free P&L auditWe'll find that time in your actual P&L. No slideware.
Go Fig connects your accounting systems, bank, and spreadsheets into one live model inside Excel, so finance teams stop doing manual data pulls and reconciliations by hand. The numbers stay current and traceable to the source, your data never gets pasted into a chatbot or used to train a model, and most teams are fully live in under 30 days.
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 Systems
Systems that handle recurring close tasks: reconciliation, consolidation, and report delivery on schedule.
Frequently Asked Questions
Get quick answers about how Go Fig connects your systems, keeps your data safe, and does the manual data work for you.
What is Go Fig?
Go Fig connects your accounting system, ERP, CRM, bank, and spreadsheets into one live financial model you can work with right inside Excel. It handles the data pulls, reconciliation, and reporting that finance teams usually do by hand, so you spend your time on the analysis instead of gathering data. Your financials stay in your environment and are never used to train an outside model.
How is Go Fig different from traditional FP&A tools?
Most FP&A tools make you export and re-key data before you can use them, which just recreates the manual work. Go Fig connects to your systems and does the pulls and reconciliation for you, then lets you work in the Excel you already know. Every number traces back to the source transaction that produced it, and your data never gets pasted into a public chatbot or used to train a model.
Is Go Fig a software platform or a service?
Go Fig is a senior-analyst-led finance service, not a software platform you log into and run on your own. A senior analyst builds and operates your data connections, financial model, and reporting, then stays with the engagement for ongoing tuning, new reports, and month-end close support. The Financial Intelligence Graph and Celeste are the technology we build and run underneath the work, inside the Excel and Slack your team already uses.
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.
What systems does Go Fig integrate with?
100+ sources including NetSuite, 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 data. Comprehensive audit logs track every change, and your financial data is never pasted into a public chatbot or used to train an AI model.
Does Go Fig use my financial data to train AI models?
No. Your financial data is never used to train an outside AI model and never pasted into a public chatbot. Every analysis runs on your data, inside your own environment, governed by role-based access and full audit trails. AI helps on your terms, and the data stays yours.
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 flow 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.
Get a Free P&L Audit
A senior analyst runs segmentation across your real P&L, traces your numbers back to the source, and shows you where the close is leaking time and where the figures do not reconcile. No generic demo script, no slideware. You walk away with a clear view of what is driving your margins and where your reporting breaks.