Use Cases

Budget vs. actuals tracker

Budgets often live in a spreadsheet while actuals live in the accounting system. Nockpoint brings both together, matches them by account and department, and shows the variance in one dashboard, so finance teams and department leads can see where they are over or under plan without reconciling files by hand.

Components

Custom Dashboards
Analysis Logic
Reporting Views
Departments
Finance
Accounting
Business Types
SMBs
Startups

Summary

Connect the budget and the books. Upload or link your budget from Google Sheets or Airtable and connect actuals from QuickBooks or Xero. Nockpoint lines them up by account, department and month.

See variances at a glance. Dollar and percentage variances are calculated the same way for every line, and large differences are easy to spot and filter.

Give each team its own view. Department leads can filter to their own budget lines without needing a separate report built for them.

What you can track

  • Budget vs. actual revenue
  • Budget vs. actual expenses by department
  • Variance in dollars and percent
  • Year-to-date spend against annual budget
  • Forecast vs. budget for the rest of the year

Data Sources

QuickBooks

Xero

Google Sheets

Airtable