Financial planning software

Everything Your Financial Future Needs, in One Place

Most financial tools show you what happened. Jenkins & Johnson Optimize shows you what is about to happen, then gives your team a clear response.

Cash flow, expense controls, scenario planning, and variance analysis sit in one workspace. Your FP&A team gets one model, not a pile of spreadsheets.

See It in Action Compare to Spreadsheets
Unified model

One forecast path for finance, ops, and leadership.

Connected data

QuickBooks, Xero, and NetSuite connectors are ready to use.

Audit trail

Every forecast version stays tagged and easy to review.

Finance team reviewing cash flow forecasts on a large monitor in a Palo Alto office with scenario charts and heatmaps

Live planning workspace

Forecast, guardrail, compare.

13-week rolling view
Cash position Best / Base / Worst
$1.8M projected Confidence band active
Cash Flow Expense Controls Scenarios Variance Analysis

Cash flow forecasting

Cash Flow Forecasting That Thinks Ahead

AI spots recurring payments, seasonal dips, and client payment habits before they hit the bank. The model keeps a rolling 13-week view with confidence bands.

Short version. You see the gap early.

Projected balance paths
Best, base, and worst-case views update as the source data changes.
Board-ready notes
Finance can send a clean summary without rebuilding the chart in Excel.
Open the cash flow detail page
River chart Next 13 weeks
High Base Low

Confidence band

92%

Alert threshold

7 days

Data sources

24 feeds

Expense controls

Expense Controls with Guardrails, Not Gates

Set spending guardrails by category, team, or project. The platform flags burn-rate drift in real time and classifies transactions with language models trained for finance.

Fast review. Less noise.

Marketing spend guardrail
Monthly cap set at 18% of revenue.
Burn-rate alert
Triggers when variance crosses tolerance.
Active
Procurement approval flow
Routes exceptions to the right owner.
Ready
Expense guardian Live alerts
Office software spend is 14% above plan.
Department: Operations. Threshold: 8%.
Transaction classified.
Vendor tagged as recurring, owner assigned, approval logged.
Burn rate Watch
Variance Action due

Scenario planning

Scenario Modeling for Every Pivot

Build cases for headcount, ARR, pricing, and hiring in one place. Compare unlimited versions side by side and keep the board discussion tied to real numbers.

One change. Instant impact.

Headcount
+8 hires
ARR
+12% target
Runway
11.4 months
Board-ready scenario dashboards
Scenario builder Live
Hiring paceMedium
Pricing liftModerate
Fundraising timingQ4
Waterfall diff updates immediately
A funding round, M&A plan, or downturn case lands in the same view.

Variance analysis

Variance Analysis That Speaks Finance

Budget-to-actual review drops to transaction level. AI writes the narrative, so the team spends less time explaining the gap and more time fixing it.

The why is right there.

Narratives update with the data
Leadership gets a short explanation, not a spreadsheet dump.
Heatmaps for every owner
Department, project, and GL views stay in sync.
Heatmap Drill to transaction
Department
Operations
Overspend: 14%
Project
Launch Q3
Variance: +$42k
Narrative
Vendor timing shifted spend into this month.

Integration ecosystem

Slots Into Your Stack, Not Over It

QuickBooks, Xero, NetSuite, Stripe, Gusto, and Brex connect without a migration project. Open API, SSO, SCIM, CSV, SFTP, and direct bank feeds fill the gaps.

QuickBooks
read / write
NetSuite
real-time
Open API
custom
SSO
enterprise access
CSV + SFTP
batch import
Bank feeds
direct sync
No extra layer. No lock-in.

Contact

See the Platform in Action

Stop reading about it. Open the product with your data and watch the model answer back.

Request a Personalized Demo Watch a 2-Minute Product Tour
Kayria Dimitui, FP&A lead

We finally have a single source of truth. The forecast, the variance narrative, and the scenario view line up without a cleanup round.

Request details

Phone
+13055165054
Address
14329 Liddicoat Circle, Palo Alto, California 94022, USA

A tighter forecast is one call away.