dwtcourses / mandroobi

:chart_with_downwards_trend: Driver-based Financial Statements planning and forecasting

mandroobi

App for preparing budget and forecast Financial Statements (Balance Sheet and Income Statement) based on planning drivers.

Functionalities

• Add dimension members
• Refresh exchange rates from external provider(s)
• Manually override exchange rate
• Define new top-down allocation
• Plan using manual input values:
  • Input planning values using web interface
  • Input planning values using spreadsheets
  • Input planning values uploading a CSV/spreadsheet
• Plan using planning statistical model (linear regression, weighted average, naïve, etc)
• Plan using custom Python code
• Run allocation to plan top-down
• View audit records

REST API

The following resources are available:

• Account
• Accounting Period
• Business Unit
• Currency
• Driver
• Scenario

Available methods are GET, PUT, DELETE and PATCH