Documentation
Fluxalyze Documentation
Everything you need to plan, forecast, analyse, and report on your business finances — from first login to advanced formula engineering.
Getting Started
Set up your tenant, create your first plan, define dimensions, and import budget data in under 10 minutes.
3 steps · ~10 min →
Formula Reference
Complete reference for all 6 formula packs — 61 formulas with expression syntax, account dependencies, and worked examples.
61 formulas · 6 packs →
Planning Workflow
Full plan lifecycle: create → version → submit → approve. Includes snapshot-based version history and side-by-side comparison.
Plan lifecycle guide →
Scenarios & What-If
Model base / upside / downside outcomes. Run sensitivity analysis: "What if revenue drops 15%?" with full numeric worked examples.
Scenario modelling guide →
Variance & Analysis
Actual vs. budget drill-downs, trend analysis, PVM (Price-Volume-Mix) explainability — with Q1 2026 example dataset.
Analysis guide →
Roles & Permissions
Complete permission matrix for Owner, Admin, Planner, and Viewer roles. Includes invitation flow and SSO configuration.
Permissions reference →
Key concepts at a glance
Plan
Top-level container (e.g. "FY2026 Annual Budget"). Has a scenario type: Budget, Forecast, or Reforecast.
Version
A draft iteration of a plan (v1, v2…). Goes through draft → submitted → approved/rejected lifecycle.
Dimension
An axis of analysis. Types: TIME (period), ENTITY (business unit), ACCOUNT (P&L line). Every line-item is keyed on all three.
Formula
Expression that derives one account from others, e.g. {REVENUE}-{COGS}. Executed in order on recalculation.