Use cases
The work Pebbl does, team by team.
Budgets, forecasts and the long-range plan in PebblPlan. Agents that answer from your company’s own knowledge in Pebbl AI. Hours and invoices in PebblTime. Here is what each team does with them.
9 use cases
Finance and FP&A
Budgets, forecasts and the long-range plan, connected live, with the closes that stay as reported.
Annual budget with department heads
Finance sends each plan center a contract and a target. Department heads build their plans with an agent from the spreadsheets they already keep, and submit with their go-ahead.
Rolling forecast
A forecast reads the latest actuals live, so it stays current with no load to rerun, while the board’s version stays pinned to the close it was built on.
Long-range plan
A divisional plan by year reads the monthly operating plan live, version by version, each at the level it’s really planned at.
Scenarios and what-ifs
Start a scenario from any version. It shares every number it hasn’t changed, so a dozen scenarios aren’t a dozen copies of the model.
Opex and capex planning
Line items post straight to accounts, so a new cost line flows into the P&L with no mapping table to maintain.
Profitability by customer and product
Plan at the detail you run on. Customer by product by month is mostly empty, and only the combinations that hold data are stored.
Month-end close and variance commentary
Take a close of actuals that never changes. Hand an agent the trial balance and the budget, and get the variances as a table and a first draft of the commentary.
Management reports and board books
Reports written beside the plan with live figures and financial tables, then published as a frozen copy tied to its versions.
Vendor spend
An agent reads supplier invoices and checks them against the contracts in your library, citing the terms it used.
4 use cases
Sales and revenue
Targets set from the top, plans built from the bottom, and the pipeline read every week.
Revenue and bookings plans
Plan bookings and revenue by customer, product and month in one model, without rationing detail to stay under a size limit.
Quota and capacity planning
Set targets by region or division, spread them down to teams through your own mappings, and see what each plan sends back against them.
Weekly pipeline review
Attach the week’s pipeline export and get the commit, a chart by stage against last week, and the slipped deals checked against your playbook.
Proposal drafts
Proposals drafted from your product manuals and sales playbook, in your organization’s own voice.
4 use cases
Workforce and people
A headcount plan that starts from the real roster, and answers people can trust.
Headcount and hiring plans
The workforce plan follows your HR system’s roster by employee code, adds planned hires and open reqs, and matches each req to the person who was hired.
Compensation planning
Model salaries, increases and benefits by employee and month, posting to the right accounts, with each plan center seeing only its own people.
Policy answers
Leave, travel and benefits questions answered from the handbook, with the paragraph and the page they came from.
Onboarding plans
A new starter’s first two weeks, planned from your own onboarding documents.
4 use cases
Operations and supply chain
Volume, supply and site plans in one model, and the numbers explained every week.
Sales and operations planning
Demand, supply and financial plans as plan types that read each other live, so a change in the volume plan reaches the financial plan as it’s made.
Retail and fiscal calendars
Plan by week in 4-4-5, 4-5-4 or 5-4-4 patterns, or by fiscal year starting in any month, with no custom time list to maintain.
Site performance
An agent reads the weekly site reports and explains the numbers, with a chart and a table drawn from the data.
Procedures and processes
Answers from each site’s safety procedures, and processes drawn as flowcharts from the policy they come from.
3 use cases
Legal, IT and support
Agents set up for one job each, reading only the libraries they were given.
Contract review
An agent reads a contract, checks it against your playbook and cites the clause, with the page.
IT help
Answers from your IT runbooks and policies, for everyone, without a ticket for every question.
Customer cases
A support agent applies your returns policy to a customer’s case and drafts the reply, leaving dates and promises to the people who own them.
7 use cases
Firms that bill time
For consultancies, agencies, accountants and law firms, whose invoice starts with the hours.
A day’s time in a sentence
People tell an agent what they worked on, or type it into the week grid, against the clients they work for.
Client invoicing
Drafts built from a client’s unbilled time and expenses, every number worked out by PebblTime, nothing sent without a yes.
Clients approve the hours
Each client approves a week’s work in their own portal before it’s billed, and asks about anything that looks off.
Who has room
Book people onto projects and see eight weeks of booked hours against capacity, with time off taken out.
Profit by project
Revenue against cost and overhead for each project, for the people allowed to see rates.
The firm’s own plan
Budget the firm’s revenue, people and costs in a plan that keeps its shape as the firm changes.
Answers from your methods
Agents that answer from your methodology, templates and past work, for everyone in the firm.
Tell us the work you’d start with.
A budget cycle, a team’s questions, a firm’s hours: tell us where your people spend the time today. We’ll reply by email and show you that work in the product it belongs to.