Put Your Financial Performance on Autopilot
Meet your team of autonomous FP&A agents. Dropsheet doesn’t just build your decks — it closes the loop from data to decision.
Your workflow, automated
From raw data to Board-ready presentation in minutes, not days
Connect
Link your data
Analyze
Auto-detect variances & insights
Collaborate
AI drafts, you refine, AI learns
Build
Generate Slides & Docs
Action
Mobilize recommendations
Plugs into your source of truth
Start however your team works best: upload a CSV or connect directly to your systems for live sync.
Option 1: Upload Files
CSV, PDF, XLSX, and more for fast onboarding.
Option 2: Connect Source of Truth
Automated sync from your core systems.
Data Warehouses
ERPs
HR Systems
Sales
Vendor & Expense Management
Unstructured Storage
Plus additional integrations via API and managed connector roadmap.
Stop hunting for the “Why”
Dropsheet instantly flags variances across all financial statements. Drill down from consolidated EBITDA to individual transaction-level details in one click.
- Automatic variance detection across all financial statements
- Transaction-level drill-down with full audit trail
- Custom thresholds and alerting for material changes
Collaboration and training for your agent
Data Studio is spreadsheet-native with built-in AI. Define mappings and business-specific calculations once, and your agent gets smarter every cycle at deriving drivers and insights.
Finance teams keep what they love about spreadsheets: control. AI handles the messy transactional work.
- Map source fields to your chart of accounts and reporting lines
- Encode custom formulas and logic specific to your business model
- Continuously improve recommendation quality as your team provides feedback
New rule accepted: classify partner rebates as contra-revenue for board reporting.
Revenue Performance
Q3 2024 revenue reached $4.2M, representing a 10.5% increase quarter-over-quarter. This growth was primarily driven by enterprise customer expansion.
The variance analysis reveals that new customer acquisition contributed 60% of the uplift, while existing customer expansion accounted for the remaining 40%.
Please cite the driver logic for enterprise expansion and keep language board-ready.
The AI writes the first draft. You get the final word.
Collaborate with both your human team and your agent team in one workspace. Accept the AI’s logic, tweak the tone, or rewrite it entirely while continuously training the agent to get smarter each cycle.
- Context-aware narrative generation based on your data
- Multiple tone options for different stakeholders
- Human + agent collaboration that improves future driver and narrative quality
- Total Control: Lock specific narratives so AI updates the numbers but keeps your exact wording
Your Formatting. Your Brand. Just Faster.
No more resizing screenshots or manual updates. Our agents push your latest performance drivers directly into your existing templates. You own the formatting; we handle the integrity.
Microsoft PowerPoint
Export board-ready slides directly into your branded .pptx templates.
Google Slides
Publish live updates to Google Slides for collaborative review and edits.
Microsoft Word
Generate narrative-ready .docx deliverables with consistent formatting.
Google Docs
Sync written narratives to Google Docs and keep them current as data changes.
Prevent hallucinations with provable lineage
Every insight is traceable back to source data, mapping logic, and calculation rules before anything goes out. One bad number can cost trust, so finance stays in control of the final sign-off.
Snowflake · `finance.fact_pl`
$4.1M
`erp_revenue` → `Board: Total Revenue`
v12 approved
`IF close_adj THEN exclude`
Output: $4.1M
Q4 Financial Summary slide
$4.2M
Approval Flow
Pending CFO approvalStep 1
Agent generates insight
trace_id: DS-Q4-REV-1042
Step 2
Controller reviews lineage
Approved · J. Chen
Step 3
FP&A validates calc logic
Approved · M. Patel
Step 4
CFO sign-off to publish
Awaiting approval
Security & Governance
Built for enterprises. Trusted by CFOs.
Enterprise-Grade Security
Bank-level encryption at rest and in transit. Your financial data is protected with industry-standard security practices.
Role-Based Access
Control who sees payroll vs. OPEX. Granular permissions for every team member and department.
Audit Trails
See every change made to the narrative. Complete version history with timestamps and user tracking.