EAConnect Planning
EAConnectPlanning
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AI-NATIVE ENTERPRISE PLANNING

Enterprise Planning Power with
Mid-Market Agility.

Eliminate spreadsheet chaos and multi-million dollar legacy megasuites. Connect ERPs, CRMs, and workforce plans into continuous rolling forecasts — deployed in under 30 days.

30-Day Deployment Guarantee
No IT Coding Required
Senior Architect Included
CONNECTED ENTERPRISE PLANNING FABRIC
OPERATIONAL DOMAINS
ERP & GLFinance & Accounting

Actuals · Multi-Entity FX · Rates

CRM & BILLINGSales & RevOps

Pipeline · Bookings · Quotas

HRIS & ROSTERPeople & Workforce

Headcount · Ramp · Comp Tiers

SUPPLY & CAPEXOperations & Capital

CapEx · Contracts · Lead Times

THE LIVE ENTERPRISE CORE

Unified Planning Model

One multi-dimensional fabric connecting all company drivers

ADDRESSED LIVE COORDINATELIVE SYNC
account: 4010 · Net Revenue · entity: US01 · currency: USD · category: budget
PostgreSQL CoreIn-Memory DuckDBAI Agent Mesh
Inspect Engine Architecture
DECISION COCKPITS
CONTINUOUS VISIBILITY18-Month Rolling Forecasts

Integrated P&L, Balance Sheet & Cash

WHAT-IF SCENARIOSCollaborative Sandboxes

Downside stress-testing without risk

NATIVE EXCELLive Bi-Directional Peer Sync

Spreadsheet speed with cloud controls

BOARDROOM ANALYTICSExecutive BI & Variance Alerts

Autonomous AI anomaly detection

4 Connected Domains·1 Live Enterprise Model·Zero Broken Excel Links
THE MID-MARKET PLANNING DILEMMA

Why Traditional Planning Solutions Fail Growing Enterprises

Mid-market finance leaders are forced between fragile spreadsheet workbooks and 9-month consultant-heavy legacy software. EAConnect delivers the third way.

Spreadsheet Workbooks

Fragile links, version collisions, zero audit trail, and 3-week manual quarterly consolidations.

  • Broken cell links, formula corruption, and zero version auditability.
  • Finance team spends 80% of quarterly close copying and verifying numbers.
  • Testing a simple downside scenario requires days of stressful fire drills.

Legacy Enterprise Suites

$300k+ annual licenses, 6-9 month consultant deployments, and rigid black-box data models.

  • 6 to 12 month rollout cycles and $200k+ in mandatory consulting fees.
  • Opaque proprietary scripting requires outside specialists for minor adjustments.
  • Business unit managers refuse to adopt due to convoluted legacy interfaces.
CONNECTED PLANNING CAPABILITIES

One Platform Across Finance, Sales, and Operations

Synchronize every operational model with your core general ledger in real time.

CORE CAPABILITY 01

Connected Three-Statement Financial Modeling

Seamlessly integrate your P&L, Balance Sheet, and Cash Flow statements. Changes in hiring or revenue automatically recalculate working capital and cash runway in sub-seconds.

Automated 3-Statement Sync

Balance sheet and cash flow statement balance automatically upon driver adjustment.

Multi-Entity Consolidation

Automated intercompany eliminations and FX translation across regional subsidiaries.

Sub-Second Driver Recalculation

Instant scenario recalculation without waiting on complex database batch scripts.

Operational Benchmarks

Target metrics achieved by midsize organizations on EAConnect:

Quarterly Close Velocity
Down from 25 days
3 Days
Reconciliation Accuracy
Audited GL sync
99.4%
Data Mesh Architecture

Zero-Latency Pipeline from Source to Decision

How EAConnect automatically ingests operational systems, reconciles the chart of accounts, and delivers real-time scenario outputs.

01. INGESTION

Core Source Systems

NetSuite, Sage Intacct, SAP Business One, Salesforce, BambooHR, Stripe API.

Automated Webhook Sync
02. CALCULATION MESH

Multi-Dimensional Calculation Engine

PostgreSQL planning core, DuckDB analytics, multi-dimensional driver models, and real-time recalculation.

Real-Time Recalculation
03. DECISION LAYER

Executive Decision Layer

Interactive scenario sandboxes, rolling cash projections, and board-ready narrative decks.

Live Portals & Exports
INTERACTIVE READINESS TOOL

3-Minute Planning Agility Diagnostic

Answer 3 quick questions about your current cadence and data infrastructure to receive a custom maturity assessment and recommended implementation roadmap.

1. How frequently does your team update financial forecasts?
2. How are ERP actuals connected to your models?
3. How fast can you evaluate a new scenario (e.g. 15% revenue drop or 20 new hires)?
Maturity Agility Score
18 / 100
Spreadsheet Trapped

Recommended Priority

Replace disconnected sheets with automated ERP ingestion to recover 3+ weeks per quarter in manual verification.

Get Personalized Roadmap & Demo
VALUE & ROI BENCHMARK

Calculate Your Projected ROI & Hours Recovered

See empirical benchmarks of time and cost saved based on your annual revenue and entity structure.

Annual Enterprise Revenue$65M ARR
Operating Legal Entities / Subsidiaries3 Entities
Calculations based on average consolidation benchmarks across 200+ midsize companies.
Projected 3-Year Value
$363k
Net Projected Value (Labor + Software Consolidation)
FP&A Hours Saved / Mo
63 hrs/mo
Close Cycle Velocity
26 Days
Validate Your ROI With an Architect
The Partnership Model

Software Powered by Domain Experts

We don’t just hand you a software login and walk away. Every mid-market client is paired with a dedicated Planning Architect who understands your business model.

01

Architecture Alignment

In week 1, our senior architect reviews your chart of accounts, operational data sources, and board reporting templates to tailor your model structure.

02

Full Model Commissioning

We handle the initial schema connections and driver calibrations so your team isn't burdened with configuration during daily operations.

03

Ongoing Quarterly Support

Your architect remains on standby through quarterly board pack consolidations and annual scenario revisions as your business scales.

Ready for Boardroom-Level Forecasting in Under 30 Days?

Every enterprise deployment is paired with a Senior Planning Architect from Day 1. Guaranteed.