Pellucid Forecasting

Pellucid Forecasting is an Excel add-in designed for startups and small businesses that need a structured, transparent way to forecast financial performance. It enables users to convert transactional data into driver- and rate-based models, helping identify the key factors that influence revenue, costs, and cash flow.

The add-in integrates with Microsoft Excel and is intended for users working with financial data within Excel environments. It supports structured forecasting workflows by allowing users to define drivers, apply assumptions, and generate forward-looking projections directly within their spreadsheets.

Pellucid Forecasting includes AI-assisted modelling support, helping users translate financial data and assumptions into structured forecasting models more efficiently. It also supports three-way financial modelling, enabling the integrated forecasting of profit and loss, cash flow, and balance sheet outcomes within a single model.

A valid Pellucid Forecasting license or subscription is required to access and use the add-in. Feature availability may vary depending on the selected plan, and some advanced capabilities may require configuration or additional setup.

This offer requires:

A supported version of Microsoft Excel

User-provided financial or transactional data

Basic familiarity with Excel and financial modelling concepts

Pellucid Forecasting is designed to enhance, not replace, existing financial processes. Outputs are dependent on the quality and structure of input data and user-defined assumptions. AI-assisted features provide guidance and structure but do not replace user judgement. The solution does not provide financial advice or automated decision-making.