Agentic finance. Make confident decisions, faster.

Connected FP&A with Lane, your AI analyst. Validate actuals, consolidate reporting, and forecast faster, with your team in control.

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QuickBooks · NetSuite · Xero · Excel · Google Sheets

Want us to run it for you? See Outlane’s finance team
Product tour · 1:46See a month-end, from upload to board deck.

How it works

From ledger to board deck in five steps.

  1. ConnectQuickBooks, NetSuite, Xero or Excel. Read-only.
  2. ValidateEvery file is checked against the books.
  3. CloseSteps with owners. Lane flags what’s late.
  4. ForecastBudget, drivers and scenarios.
  5. ReportBoard deck, approved by the CFO.
The entity chart: the group consolidating five companies, $282.23M revenue with $11.29M intercompany taken out, and each company’s revenue, net income and cash
Every company under its parent, intercompany taken out. Sample company
The dashboard for Corvane Industries: August revenue $36.03M, net income year to date $7.98M, $3.19M behind budget, cash $71.18M, and a revenue chart with forecast months
Revenue, profit, cash and the full-year forecast for the group. Sample company
Forecast and scenarios: full-year revenue $435.59M, net income $18.79M, and cash forecast to August 2027
A driver-based forecast, with scenarios. Sample company
The board deck editor: the deck’s sections on the left, the cover and the next slide on the right
Edit any words in place. Download one PDF. Sample company

Close to board

Close the month. Report in days.

Every step has an owner. Nothing is reported until the numbers tie.

The Close page for the sample company’s August 2026: 16 of 22 steps done, a row of stops from Kickoff to Month closed, and each step’s status

Owners and due days

Lane flags late steps.

CFO approval

Drafts until the month ties.

A link per reader

Board, lenders, investors. See who opened it.

Audit-ready

Reports, history and files in one download.

Validation

Validated before it’s published.

Every upload runs the checks a reviewer would. If one fails, Outlane shows you the figure and the month stays a draft.

Payroll, Stripe, HubSpot and ad spend are checked too.

Matched an audited 10-K. All five tested consolidated totals matched. No elimination entries typed by hand.

Totals matched
5 of 5
Eliminated
$602.9M
Eliminations by hand
0
See the audited 10-K match Follow a five-company month-end
The Tie-outs tab for the sample company’s August: 79 of 79 pass, grouped into books, group, statements, detail and plans, with every check listed below

Budget and forecast

Forecast from what drives your numbers.

Start the budget from last year’s actuals, in Excel or Google Sheets.

Outlane finds the driver behind each line and shows the evidence. Change a driver and all three statements follow.

Revenue · Fernbank Café · Aug 2026

Covers5,162×Per cover$24.27=Food Sales$125,272
Revenue
no change
Net income
no change
Cash
no change

Historical fitFood Sales moves with Covers, r = 0.99 over 12 months. Your team confirms each driver before the forecast uses it.

Reporting

One report for the group. A page for each company.

The monthly review for Corvane Industries: 79 tie-outs hold, commentary written from the figures, charts, and the consolidated profit and loss by month
A board deck page: net income from budget $11.17M to actual $7.98M year to date, company by company, as a waterfall chart beside the companies that moved it most
  • Intercompany eliminated for you.
  • Budget vs actual, with a bridge by company.
  • Click any figure to see its ledger postings.

Several reports, one PDF.

Lane, your AI analyst

Lane answers from your own books.

Every answer links to its source. Nothing changes until you approve.

  • Morning brief and late steps
  • Commentary and board write-ups
  • “What will the board ask?” with draft answers
  • A guided first month-end
More about Lane See Lane catch 3 mapping errors

Connections and control

Works with the ledger you have.

  • QuickBooks Online
  • NetSuite
  • Xero
  • Excel & CSV
  • Google Sheets

Stripe, Gusto, HubSpot and ad-spend files too.

Your team decides what goes out.

Read-only

Never writes to your ledger.

You approve

AI suggestions wait for a person.

Clear roles

Prepare, review, approve.

Why I built Outlane

I tried FP&A tools that promised automation. They meant months of setup, consultants, and models I couldn’t trace. Before every board meeting I was still in Excel, tying out numbers by hand.

I built Outlane around a different approach: connect the ledger, verify the numbers, and create board-ready reporting where every figure can be traced to its source.

Deepika Bajaj, CPAFounder

FAQ

Common questions

Who is Outlane for?

Outlane runs every engagement of our outsourced accounting and finance team. Our team closes your books, validates the numbers, and builds your reports and forecast in it, and you sign in to see them.

How long does setup take?

Setup is part of every engagement. We connect your books and set up your close, reports and forecast, and you see the first reports after the first month we close.

Do we have to change accounting systems?

No. Outlane reads from QuickBooks Online, NetSuite or Xero, or a monthly trial balance from anything else. It never writes back.

Does Outlane run our close checklist?

Yes. Six questions set up your steps, owners, reviewers and due days. Outlane ticks the steps it can see in your data and tells people when a step is theirs.

What happens when a number doesn’t tie?

The review stays a draft and names the failed tie-out, company and month. Lane can point to the account behind it and offer the fix.

What does the AI do?

Lane answers questions from your books and links each answer to its source. It drafts write-ups, such as month commentary and a board summary. It also suggests mappings, drivers and scenario changes. A person accepts each one: AI never changes a number by itself. Outlane also works with AI turned off.

What does Lane see, and what does it cost?

Lane sends the AI provider only the figures and names each answer needs. Settings › AI lists what each AI job sends. Each workspace has a monthly AI budget, set by an admin. When it is reached, AI features stop until the 1st or until the budget is raised.

Book a consultation

Let our team run it for you.

Outlane comes with every Outlane engagement: accounting, FP&A and CFO guidance for one monthly fee.

Pick a time for a call or email deepika@outlane.ai