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Pivot · Planning + FP&A

The plan that holds up to the next board meeting.

Pivot is driver-based planning and FP&A. Wire revenue drivers, cost drivers, and capital plans into Close's sub-ledgers; Pivot runs scenarios, Monte Carlo cash-flow with bounded uncertainty, and produces a board pack signed against the audit chain.

Available from Pro — $49 CAD/moRead the docs

What it does

Driver trees

Live driver trees that compute against Close data — no copy-pasting from the ledger into a spreadsheet.

Scenario sets

Base / upside / downside scenarios with shared assumptions. Side-by-side comparison, signed snapshots.

Monte Carlo cash-flow

Bounded-uncertainty cash projections. Use the same Monte Carlo engine as Research.

Board-ready outputs

PDF / HTML / pitch-deck snapshots signed against the audit chain. Hand to the board with the receipts.

When to reach for it

  • Monthly board reporting where finance + ops + the founder need a single source of truth.
  • Scenario modelling for funding raises, acquisitions, restructures.
  • Cash-flow stress tests that need bounded uncertainty bands, not single-point projections.
  • You want planning that updates automatically when Close posts new entries.

Pricing

This product is included starting from the Pro tier ($49 CAD/mo). Every higher tier includes it automatically. See the tier & product mapping for the full picture.

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