FPAWIZ

–/10Traction

FPAWIZ is an Excel-native financial planning and consolidation tool that eliminates manual formula errors and accelerates the budgeting process. It enables finance teams to create planning templates, manage market/product combinations, and consolidate data for analysis in Pivot Tables or Power BI—delivering at least a 6x speed gain over plain Excel. The platform includes automatic formula protection and individual input sheets that can be securely shared via OneDrive or SharePoint.

HQ unknown

10+ followers

Financial Technology
Software Only

Updated 10 days ago

Funding

Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Problem

Financial planning and consolidation in Excel are often slow, error-prone, and require manual formula management, especially when handling multiple markets and products. This leads to input mistakes, time-consuming updates, and difficulty generating reliable consolidated reports for analysis.

Solution

FPAWIZ is an Excel-native solution that streamlines the entire planning and consolidation workflow. It allows users to create planning templates in seconds, automatically protects formulas to prevent input errors, and consolidates data from multiple contributors with a single click. The tool supports up to 35x35 market/product combinations, enables easy addition or removal of markets without manual formula changes, and generates outputs ready for Pivot Tables, Power Query, or Power BI. By automating repetitive tasks and safeguarding data integrity, FPAWIZ delivers at least a 6x improvement in planning speed compared to plain Excel.

Target Audience

Finance planning and analysis (FP&A) teams, budget managers, and financial controllers in mid-to-large organizations that rely on Excel for multi-market or multi-product budgeting and consolidation.

Features

One-click creation of planning books from custom templates supporting up to 35 markets by 35 products/categories
Automatic formula protection on input sheets to eliminate copy/paste and manual entry errors
Individual input workbooks that can be shared via OneDrive or SharePoint, with automatic linking to the main planning file
One-click consolidation of all market and product inputs into a format optimized for Pivot Table, Power Query, or Power BI analysis
Easy market and retailer management—add or remove markets without manually updating formulas
Support for custom templates, allowing users to convert any input design into a functional planning book