CSV and Excel imports are live at launch. Every import moves through review before it becomes part of a forecast, so the source remains visible when the team discusses the result.
Available now
Upload actuals, review column mappings, commit a batch, or reverse it when the source needs correction.
Bring spreadsheet history into the same review workflow, with the source and batch context visible to the team.
Inspect mapped rows and error reports before the data becomes part of the next forecast version.
Roadmap · no launch date promised
QuickBooks Online, NetSuite, Sage Intacct, and Dynamics are roadmap connectors. Until then, teams can use CSV and Excel imports and talk with us about the best source handoff.