Platform

The allocation methods finance actually needs, with proof built in.

Multi-stage allocation

As many stages as your design needs, from resources to activities to channels to cost objects. Stages can be inserted without renumbering.

Drivers, weights and rates

Driver-weighted spreads, composite weights such as "each line counts 1, each invoice adds 4", and activity rate times volume.

Reciprocal services

Departments that serve each other are solved algebraically or iteratively, chosen per step.

Receiver caps

Cap what a receiver can take. Overflow cascades to receivers with room until every cap holds.

Cross-entity redirects

Send one entity's cost only to the eligible population elsewhere, such as US reps with Canadian customers.

Revenue and calculations

Revenue, rebates and statistics move through the same engine. Calculated measures are tied out to their source.

Rounding to the cent

Largest-remainder rounding, so allocated amounts always add back to the source exactly.

Scenarios

Actuals, budgets, what-ifs and restatements share one model. Configuration is scenario-scoped, never copied.

Reports, dashboards and Excel

P&L, comparison, trend and profitability by any dimension, as charts and tables. Saved dashboards, drill-down to the ledger, one-click export to Excel.

See your own cost structure in ProfitKeel.

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