Built for CFOs and Finance teams
The AI operating system for Financial Planning
Outline handles the full FP&A cycle: data collection, budgeting, forecasting, modeling, analyses and iterations. Finance teams take the driver seat.
Powering finance teams at
Built to think like a CFO
Analyze
Report on
what happened
AI agents run your variance analyses and build your reports on live data, in a safe and versioned environment. Anomalies surface on their own, so you spot what's off before anyone asks.
Investigate
Get answers,
not just numbers
When a number looks wrong, Outline's agent chases the explanation for you. It pings the budget owner, gets the answer, and brings it back to you with full context. No more chasing people.
Model
Forecast at the
speed of thought
Build models and forecasts with AI, collaboratively. Change a hypothesis, see the impact ripple through instantly, and share it with your team. What took weeks now takes minutes.
Use cases
One platform, end to end
Forecasting, budgeting, modeling and consolidation, without the spreadsheet sprawl.
Forecasting
See and share where the company is heading, with full confidence
Budgeting
Set targets collaboratively and keep teams accountable on spend
Modeling
Build driver-based models and lock scenarios in minutes, not weeks
Consolidation
Roll up plans and actuals across all your entities and currencies
Revenue planning
Simulate your topline and see what drives growth
Headcount planning
Plan roles, start dates and salaries across every team and budget
Operational planning
Track objectives in real time and keep teams improving
Unit Economics
Measure performance per cohort and price confidently
Features
The engine behind the numbers
Connected data, AI you can trust, and every figure traced back to its source.
Data integrations
Connect your warehouse, spreadsheets, and source systems in a few clicks.
The best AI, based on your reality
Always running on the best model. As the frontier moves, Outline keeps the context, your metrics, your definitions, your logic.
Build anything
No rigid templates, no static dashboards. Forecast with the flexibility of Excel and the intelligence of AI.
Collaboration
Stakeholders contribute, run scenarios, and align on the budget together, around a single source of truth.
Auditable by design
Every number traces back to its source. Versioned, tested, validated through checks and backtesting.
Spreadsheets import & export
Move data in and out of Excel and Google Sheets in seconds, formulas included, ready for last-mile analysis or sharing.
Customer stories
Finance teams that run on Outline
Real finance teams, real results: faster closes, sharper forecasts and numbers they trust.
See all customer stories
How Comet's two-person finance team gained 2 days a week
Read the story
Outline has transformed the way we manage FP&A, bringing together the flexibility of Excel with the automation, reliability, and visibility Finance teams need.
Nora Sauvage
Head of Finance, Finergreen
How Zelty builds forecast scenarios in minutes
Read the story
How Finergreen went from Excel hell to automated reporting
Read the story
Outline has been a real help. It's basically me and our FP&A manager, and having a tool like Outline has made all the difference. I sincerely recommend it.
François-Guillaume Lutton
CFO, Comet
