The financial analyst’s workspace, built on live actuals
Build models, run variance analysis, and produce reporting from the live ledger - so your work is never one export behind the close.
Analysis, before and after Fintra
A financial analyst spends too much time assembling data - exporting from the accounting system, reconciling versions, and rebuilding the same report each month. Fintra removes the assembly step by putting actuals, budget, and forecast in one model.
| Task | Without Fintra | With Fintra |
|---|---|---|
| Pull actuals | Export the GL and reconcile it | Actuals already live in the model |
| Variance analysis | Build the bridge by hand | AI flags the material variances |
| Monthly reporting | Rebuild the pack every month | Reporting refreshes from the ledger |
The Fintra surfaces you live in
- Budget-vs-actuals: every department’s plan against GL actuals, drillable to the transaction.
- Driver-based forecasting: models where you branch scenarios without breaking formulas.
- The report builder: management reporting and custom views built on the same live data.
The work you own, and where it lives
| Responsibility | Where it lives in Fintra |
|---|---|
| Budget vs actuals | BvA view with AI-flagged variances |
| Forecasting and scenarios | Driver-based budgeting and scenario planning |
| Management reporting | Report builder on live data |
| Ad hoc analysis | Drill from any figure to the underlying transactions |
Analysis, not data assembly
When the data is already assembled and variances are flagged, an analyst’s time shifts to interpretation - why the number moved, what it means, and what to do about it. That is the work that builds an FP&A career, and it is the work Fintra frees you up to do.
Frequently asked questions
What does a financial analyst do in Fintra?
A financial analyst builds models, runs budget-vs-actuals and variance analysis, and produces management reporting - all from the live ledger. Because actuals, budget, and forecast share one system, the analyst spends time interpreting results rather than exporting and reconciling data across tools.
Do I still need Excel as an analyst?
You can still export, but much of what analysts use Excel for - assembling actuals, building variance bridges, refreshing reports - happens in the platform on live data. That removes the monthly rebuild and version-reconciliation cycle, so your model does not fall a step behind the close.
How does variance analysis work?
Budget-vs-actuals compares each department’s plan against GL actuals and the AI flags material variances by dollar and percentage. You drill from a flagged variance straight to the underlying transactions to find the driver, so the analysis is grounded in the actual entries rather than a summarized export.
Can I build custom reports?
Yes. The report builder produces management reporting and custom views on the same live data, so a report you build refreshes as the ledger updates. Any figure is drillable to its transactions, which means reviewers can trace a number rather than taking a static export on faith.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Analyze, don’t assemble
Fintra puts actuals, budget, and forecast in one live model. Free to start, no card required.
Talk to us