OPERATING + FINANCIAL PLANNING FOR $5M–$50M BUSINESSES

Know what your next decision does to revenue, margin, capacity, and cash.

Your accounting system captures the result. Your operating systems capture the work. Actionable connects both with management assumptions so you can see what changed, where the business is headed, and what to do before the result reaches the financial statements—in one forward view of the business.

See how it works ↗Request a fit review

See the business → Change an assumption → See the impact everywhere.

Business HubActual + Forecast + operating drivers

Northstar Field Services / Dashboard

Business Hub Actuals through 2026-07-31

OPERATING SCOPE

ACTUAL → PLAN → FORECASTWhere the business is headed

PLAN AND FORECAST PUBLISHED

▣CASH TODAYQBO: 07/26
BuildOps: 09/26

CASH AVAILABLE$434KActual through 07/26VS PLAN−$62KPlan $496K

06/26ACTUAL FORECAST12/26

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Company13-WEEK LOW$327K

Company13-WEEK END$650K

CompanyNET MOVEMENT+$406K

⌁REVENUEQBO: 07/26
BuildOps: 09/26

CURRENT MONTH$855KActual through 07/26VS PLAN+$49KPlan $806K

06/26ACTUAL FORECAST12/26

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Fire InstallYTD REV$1.95M

RMRYTD REV$1.07M

Security InstallYTD REV$998K

%GROSS MARGINQBO: 07/26
BuildOps: 09/26

CURRENT MONTH43.8%Actual through 07/26VS PLAN−2.3 ptsPlan 46.1%

43.8%ACTUAL GM

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Fire InstallGM36.4%

RMRGM64.4%

Test & InspectGM73.7%

$OPERATING INCOMEQBO: 07/26
BuildOps: 09/26

CURRENT MONTH$207KActual through 07/26VS PLAN+$5KPlan $202K

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Fire InstallNI$710K

RMRNI$692K

Test & InspectNI$292K

◌CAPACITYQBO: 07/26
BuildOps: 09/26

CURRENT MONTH · MODELED74.2%Actual through 07/26VS PLAN0.0 ptsPlan 74.2%

Fire Inst.58%RMRN/ASec. Inst.74%Sec. Svc.100%Test & Insp.86%Fire Svc.66%

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Security ServiceSECURITY SVC129.3%

Test & InspectT&I86.8%

Security InstallSECURITY INSTALL76.2%

▣ PROJECT COMPARISONForecast revenue · largest schedule · portfolio gross

▥ COST AND GROSS MARGINProject · governed metrics

ONE FORECASTOperating and financial views read the same forward model.

OPERATING DRIVERSCapacity, projects, inventory, demand, and collections explain the result.

SOURCE EVIDENCEActuals retain their source, cutoff, mapping, and availability state.

OWNED DECISIONSMaterial actions retain an owner, reason, evidence, due date, and outcome.

THE MANAGEMENT GAP

Your systems explain parts of the business. The decision crosses all of them.

FINANCE

What posted?

Accounting records the financial result after activity reaches the books.

OPERATIONS

What is happening?

Projects, service, workforce, inventory, and sales systems hold the operating reality.

PLANNING

What happens next?

Spreadsheets and meetings hold assumptions, choices, and competing versions of the future.

HOW ACTIONABLE WORKS

Move from evidence to consequence to accountable action.

Connect the evidence

Bring accounting and operating records into a controlled mapping boundary without replacing the source systems.

Model how the business works

Translate demand, people, projects, inventory, timing, and assumptions into the drivers management controls.

See the consequence

Show how a proposed change reaches revenue, margin, capacity, statements, and cash before commitment.

Own the decision

Retain the decision, responsible owner, supporting evidence, due date, and measured outcome.

THE PRODUCT

Start with the result. Inspect the driver. Test the decision.

Northstar Field Services / Dashboard

Business Hub Actuals through 2026-07-31

OPERATING SCOPE

ACTUAL → PLAN → FORECASTWhere the business is headed

PLAN AND FORECAST PUBLISHED

▣CASH TODAYQBO: 07/26
BuildOps: 09/26

CASH AVAILABLE$434KActual through 07/26VS PLAN−$62KPlan $496K

06/26ACTUAL FORECAST12/26

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Company13-WEEK LOW$327K

Company13-WEEK END$650K

CompanyNET MOVEMENT+$406K

⌁REVENUEQBO: 07/26
BuildOps: 09/26

CURRENT MONTH$855KActual through 07/26VS PLAN+$49KPlan $806K

06/26ACTUAL FORECAST12/26

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Fire InstallYTD REV$1.95M

RMRYTD REV$1.07M

Security InstallYTD REV$998K

%GROSS MARGINQBO: 07/26
BuildOps: 09/26

CURRENT MONTH43.8%Actual through 07/26VS PLAN−2.3 ptsPlan 46.1%

43.8%ACTUAL GM

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Fire InstallGM36.4%

RMRGM64.4%

Test & InspectGM73.7%

$OPERATING INCOMEQBO: 07/26
BuildOps: 09/26

CURRENT MONTH$207KActual through 07/26VS PLAN+$5KPlan $202K

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Fire InstallNI$710K

RMRNI$692K

Test & InspectNI$292K

◌CAPACITYQBO: 07/26
BuildOps: 09/26

CURRENT MONTH · MODELED74.2%Actual through 07/26VS PLAN0.0 ptsPlan 74.2%

Fire Inst.58%RMRN/ASec. Inst.74%Sec. Svc.100%Test & Insp.86%Fire Svc.66%

Actual through 07/26 Forward Forecast or Plan

SCOPEMETRICVALUE

Security ServiceSECURITY SVC129.3%

Test & InspectT&I86.8%

Security InstallSECURITY INSTALL76.2%

▣ PROJECT COMPARISONForecast revenue · largest schedule · portfolio gross

▥ COST AND GROSS MARGINProject · governed metrics

BUSINESS HUBSee financial performance, operating performance, and the forward cash view together.

Actionable Inputs and Assumptions showing Actual, Forecast, Plan, a project forecast, and governed input rows for Northstar Field Services — INPUTS & ASSUMPTIONSChange a supported assumption and inspect its downstream operating and financial effects.

SUPPORTED COMPANY TYPES

Forecast the way the company actually earns.

PROJECT BUSINESS

Forecast schedule, labor, materials, billing, margin, collections, and project cash together.

Pipeline → Project → Schedule → Cost → Billing → Margin → Cash

PRODUCT + INVENTORY

Connect demand to purchasing, production, availability, sales, margin, and protected cash.

Demand → Inventory → Purchasing → Production → Sales → Margin → Cash

ONE-OFF SERVICES

Model quoted or dispatched work through capacity, delivery, billing, margin, and cash.

Demand → Work order → Workforce → Delivery → Billing → Margin → Cash

RECURRING SERVICES

See contract volume, renewals, staffed capacity, delivery cost, recurring margin, and collections.

Contracts → Recurrence → Capacity → Delivery → Revenue → Margin → Cash

HYBRID + COMBO

Keep each operating motion distinct, then consolidate the shared financial consequence.

Projects + Inventory + Services → Shared statements → Company cash

SUPPORTED SOURCES + MAPPINGS

Preserve the source. Map the operating driver. Show the financial consequence.

QuickBooks^®software

Supported named reports

TRANSACTION EVIDENCEREAD-ONLY

DateAccountSource ID07/31Revenueretained07/31A/Rretained07/31Cashretained

Read-only import

Transaction and project-financial reports with retained transaction, account, and period identity.

JobProgressnow part of Leap

Supported reference package

PROJECT + SCHEDULEREFERENCE PACKAGE

Project identityexact record

→

Schedule evidenceretained stage

→

Unmatchedreview

Read-only import

Project and schedule evidence with exact project identity and explicit review for unmatched records.

Supported reference export

WORK ORDER EVIDENCEREFERENCE EXPORT

WO-ServiceLoaded

INSP-InspectionLoaded

COST-Financial fieldsSupport required

Read-only import

Work-order and inspection evidence; financial fields require exact job-cost support.

CSV/XLSXActionable templates

Available starting path

CONTROLLED SNAPSHOTGOVERNED UPLOAD

Source columnCompany fact

→

Driver scheduleForecast input

→

ChecksumRetained evidence

Governed upload

Source-neutral company facts, driver datasets, and checksum-addressed controlled snapshots.

Financial evidence

Transactions, accounts, periods, and supported project-financial reports retain their source identity.

Operating identity

Projects, work orders, services, products, inventory, and operating units map without collapsing unmatched records.

Driver schedules

Demand, recurrence, capacity, purchasing, delivery, billing, and collection timing become controlled forecast inputs.

Forecast outputs

Mapped evidence and supported assumptions reach revenue, margin, capacity, statements, and cash.

Support is report- and package-specific. Actionable does not claim automatic synchronization, vendor partnership, source certification, or source-system write-back.

QuickBooks^® is a registered trademark of Intuit Inc. Actionable is not endorsed or sponsored by Intuit, Leap, or BuildOps. Other product names and marks belong to their respective owners.

WHY ACTIONABLE

Planning the number and managing the work should not be separate systems of thought.

CategoryWhat it does wellManagement boundary

FP&A softwareBuild budgets, forecasts, scenarios, and financial reports.The operating work and accountable action often remain elsewhere.

Business operating systemsOrganize scorecards, goals, meetings, issues, and tasks.The numbers may still be assembled outside the system and disconnected from cash.

ActionableConnect operating evidence and assumptions to one forecast, its financial consequence, and an owned decision.Begin with one evidence-supported decision and expand deliberately.

TRUST THE ANSWER

Confidence should come from evidence—not a polished dashboard.

01Actual, Forecast, Plan, Target, and Scenario stay distinct.

02Not loaded, not mapped, blocked, stale, and verified zero remain different states.

03Material results expose their source, basis, assumptions, and limitations.

04A proposed change can be inspected before it becomes the operating plan.

START WITH ONE DECISION

Prove the first operating-to-financial loop before expanding the system.

Bring the decision

Name the question your current reporting cannot support cleanly.

Establish the evidence

Identify authoritative sources, required mappings, assumptions, and missing contributors.

Configure the first loop

Connect the operating driver to forecast, financial consequence, and accountable action.

Request a fit review ↗

COMMON QUESTIONS

What to know before a fit review.

Does Actionable replace our accounting or operating systems?+

No. Those systems remain authoritative for the records they own. Actionable maps supported evidence into the operating and financial model used for management decisions.

Do we need perfect data before starting?+

No, but the first decision needs enough evidence to be useful. Missing or unmapped contributors stay visible and can withhold a result instead of becoming zero.

Where does implementation begin?+

With one material decision your current reporting cannot support cleanly. The fit review identifies the operating model, required sources, evidence gaps, and bounded first implementation.

Is Actionable just another forecasting tool?+

Forecasting is part of the product. The distinction is the path from exact operating drivers and source evidence through financial consequence to an accountable action and retained outcome.

What happens after the first decision loop?+

Expand only after the first loop is accepted. Additional sources, operating engines, entities, and workflows remain separately scoped and governed.

REQUEST A FIT REVIEW

Bring the decision your current reporting cannot support cleanly.

We'll assess the first decision, required sources, operating-model fit, implementation needs, and limitations.

No workspace, connection, subscription, or charge is created by this request.