Home / Budget 2027
Projects starting between November 2026 and January 2027
Budget 2027, tied to actuals from the January close
We build the annual budget with management in 3 to 4 weeks and load it into the same data model as actuals. From the first 2027 close, budget tracking is part of monthly reporting, with no manual rework.
Why budgets lose relevance during the year
Built outside the system
Weeks of work in a standalone file, structured differently from actuals and hard to compare.
Tracking is manual
Comparing actuals with budget means rebuilding figures every month, so it happens late or not at all.
Variances surface too late
By the time margin drifts from target, several closes have passed and there is less room to correct.
Scope
2027 annual budget
Sales, gross margin, costs, contribution margin and EBITDA, at the level of detail you need:
- by entity, business line or channel
- by customer or product, where it improves decisions
Scenarios
Base, downside and upside, with documented assumptions so management decides on explicit premises.
Integrated tracking
Actual vs budget straight from the ERP, with favourable and adverse variances by line and a monthly management commentary.
Rolling forecast
An updated year-end forecast throughout the year to anticipate variances and act in time.
Timeline
Four weeks of work, and the first actual vs budget report with the January close.
The timeline is indicative and adapted to each organisation. Your data stays in your systems at all times.
Who it is for
Mid-sized companies that want the 2027 budget to be a management tool, not just an approved document. It is a particularly good fit when:
- the budget is built in spreadsheets every year and goes stale within months;
- management asks for actual vs budget and preparing it takes several days;
- the finance team lacks the capacity to build the tracking.
We bring budgeting, forecasting and reporting experience from the finance function of a European industrial group, in an SAP environment. We also work with other ERPs. About the firm.
Questions about Budget 2027
When should we start the 2027 budget?
Ideally between November and December, so it is approved before the January close. Starting in January also works: tracking begins with the first closed month.
What does my team need to provide?
Access to 2026 data from the ERP or accounting system, management targets and a single point of contact. We handle the rest of the work.
How are fees set?
Based on perimeter and level of detail: number of entities, business lines and whether the budget goes down to customer or product. You receive a fixed-fee proposal before we start.
What happens after the January close?
Each month actuals are compared with budget automatically. If you need it, we take on tracking, the rolling forecast and a monthly leadership meeting.
Shall we prepare your 2027 budget?
In a 30-minute call we review your current process and assess the fit and scope of a proposal.