Why is Field Sales travel up 22% on the budget?
PebblPlan · Planning intelligence
Planning platforms linked the numbers. PebblPlan understands them.
The planning platforms kept every number in sync. PebblPlan keeps every number in context. Each figure carries its driver, its assumption, its owner, and its history, and every locked version keeps the numbers, formulas, and reasoning it was built with, exactly as you approved them. Ask it anything. It was there when every number was made.
Locked means locked
The record never gets rewritten.
In most planning tools, a version is just a dimension. Restate last quarter’s actuals or fix a formula, and your approved budget quietly changes with it. In PebblPlan, every locked version keeps its own actuals and its own formulas. What you approved in March is still exactly what you approved in March.
- Actuals stay with their version
- Restated actuals flow into new versions, never into the plans you already committed to.
- Formulas stay with their version
- Improve the model today without rewriting how last year’s budget was calculated.
- Locked can’t be undone
- Updates go into a new version, so every comparison is honest.
Change the model freely. Your history stays exactly as it was.
When the business changes
The plan that survives the reorg.
Add a department, merge two cost centers, move a team between divisions. Finance makes the change once, and it reaches every open version together — or none of them, if it doesn’t fit one. Budget and forecast stay in step, and nobody rebuilds a model.
- Locked versions and closes keep the structure they had.
- Renames keep their data, and the contracts, imports, reports and formulas that read them follow.
- Removing something still in use is refused, not silently dropped.
Planning across the organization
Finance sets the contract. The agent sees it through.
Every budget owner gets a contract: what finance needs, in what shape, by when. Owners plan through their agent in plain language, in the chat they already use. The agent knows what the contract requires, so it keeps working with the owner until every piece is there. Nothing arrives at finance half-finished.
- 01
Finance defines the contract
The inputs, the template, and the deadline for each owner.
- 02
The owner plans by conversation
“I’m adding two nurses in April” becomes the right line items, in the right model.
- 03
The agent closes the gaps
It knows what the contract still needs and asks for it, so the owner submits a complete plan.
- 04
Finance reviews, not chases
Approve, comment, or send back, with the reasoning attached.
The agent checks a submission against its contract before it goes, and finance’s overview shows where every owner stands, contract by contract.
Schedule a demoEvery number knows why it’s there
Nothing in your plan is just a number.
When a budget owner explains a change to their agent, PebblPlan records the reasoning with the number: the driver, the assumption, who made it, and when. That context travels with the figure into review, into the locked version, and into next year’s plan.
- Assumptions are captured as you plan, not reconstructed at audit time.
- Context survives turnover. A new manager inherits the budget and the thinking behind it.
- Reviews move faster. Finance sees the why next to the what.
Planning intelligence in practice
It was there when every number was made.
Because PebblPlan understands the model, the contracts, the versions and the reasoning, anyone can ask it a question and get a straight answer.
- CFO
- “What’s left before we can close the FY27 budget?”
- FP&A analyst
- “How does today’s forecast differ from the locked budget, and why?”
- Controller
- “Who set the 4% merit increase, and what was it based on?”
- Budget owner
- “What do you still need from me, and by when?”
- New manager
- “Summarize my department’s budget and what’s pending.”
What changes for your team
Finance stops chasing. The whole organization starts planning.
- Complete submissions
- Contracts and agents make sure every owner’s plan arrives whole.
- Faster cycles
- Less time on follow-up, reconciliation, and rebuilding versions.
- Trustworthy history
- Locked versions keep their actuals and formulas, so comparisons hold up.
- Answers on demand
- Every number can explain itself to a CFO, an auditor, or a new hire.
- Org-wide adoption
- Budget owners plan in plain language, in the chat they already use.
- A model finance can own
- Feels like editing a spreadsheet, with the plan and its agents assisting along the way.
See planning intelligence on your own plan.
In 30 minutes, we’ll show you a budget owner planning by conversation, a contract closing its own gaps, and a locked version that holds when the actuals change. Bring a question you’ve never been able to answer about your current plan.