Budget tracking that stays current
Setting a budget is the easy part. Knowing whether you are sticking to it requires checking every month, pulling numbers from your accounting software, and comparing them manually. CFO Pal does this automatically in real time.
Budget vs Actuals
March 2026
⚠️ Marketing is 40% over budget this month. Total spend across all categories: £27,220 of £27,500 budget (99%).
Real-time budget vs actuals
Set monthly budgets per category. CFO Pal pulls actual spend from your accounting software automatically and shows you the variance in real time.
RAG status indicators
Every category is colour-coded: green (on track), amber (within 10% of budget), red (over budget). See your position at a glance.
Overspend alerts
If a category exceeds its budget by more than 20%, CFO Pal sends you an alert immediately. No waiting until month end to discover the problem.
Year-to-date tracking
See cumulative budget performance across all categories for the full financial year. Spot trends before they become problems.
The problem with spreadsheets
Most budget spreadsheets are updated once at year start and never looked at again. Without live tracking, overspending goes unnoticed until the P&L tells the story months later.
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