Stop Recreating Your Forecast — Upload It to Kordis and Let AI Do the Mapping

If you're a Fractional CFO managing multiple clients, you know this pain: you've spent hours in Excel building a thoughtful, driver-based forecast for your client. Revenue assumptions, headcount plans, expense projections — it's all there. But then what?

To get that forecast into a system where it can sit alongside actuals, you're stuck with one of two options: manually re-enter everything into your accounting platform (if it even supports forecasts), or maintain two separate systems and hope nobody asks "how are we tracking against budget?" in a meeting.

For fractional CFOs managing 5-10 clients, this isn't a minor inconvenience — it's hours of duplicated work every month.

Your Accounting Software's Fatal Flaw (For Forecasting)

The goal of any forecast is to compare your plan against reality. But most tools make that comparison unnecessarily painful:

• QuickBooks doesn't do forecasts. It's a bookkeeping tool, not a planning tool. There's no native way to import a budget or forecast and compare it to actuals.
• Standalone FP&A tools are overkill. Tools like Mosaic or Jirav are built for in-house finance teams at funded startups — not fractional CFOs who need something that works across a portfolio of clients on QBO.
• Excel stays siloed. Your forecast lives in a spreadsheet, your actuals live in QBO, and the variance analysis lives in your head (or yet another spreadsheet).

The Kordis Solution: AI-Powered Forecast Import

Kordis now lets you upload any CSV or Excel forecast — or import directly from Google Sheets — and have it mapped to your QuickBooks chart of accounts automatically. No reformatting required.

Here's how it works:

1. Upload Your Spreadsheet

Upload a .csv or .xlsx file, or connect your Google Sheet directly via OAuth. Use the same forecast you already built — no need to reformat it into a specific template.

2. AI Detects Your Structure

Kordis uses AI to analyze your spreadsheet and automatically identify:

• Date headers — where your time periods live
• Account column — which column contains your account names
• Data region — the cells with your actual forecast numbers
• Total rows — calculated rows that should be excluded from the import

After the import is complete, we'll ask you to confirm that everything looks good.

3. Automatic Account Mapping

Once imported, Kordis's AI mapping agent matches your forecast accounts to a Profit and Loss Account such as Revenue or COGS. We require each of your line items to be mapped to a P&L Account.

Additionally our AI looks at your forecast and tries to identify line items that may not be true forecasting accounts but either drivers or calculated accounts such as Gross Profit. If we identify these we'll exclude them from the forecasting table as we handle calculated accounts and don't currently support importing drivers.

You are lastly able to map your forecasted accounts directly to QuickBooks accounts assuming that you have a live connection in Kordis. Doing this will unlock detailed variance analysis.

4. Forecast View

Your imported forecast displays in the same familiar table format as your Kordis financial statements — expandable account hierarchies, sticky headers, horizontal scroll across time periods. If you already use Kordis for financial statements, there's not much of a learning curve other than the ability to edit values directly in the table.

The most important part of the Forecast view is to be able to compare your forecast to actuals. By selecting the Compare toggle at the top of the page, you can compare your forecast accounts to your actual accounts saving you the spreadsheet headache.

Note: At this time we currently only support Profit and Loss Forecasting and one-tab import.

Built for How Fractional CFOs Actually Work

This isn't about replacing your forecasting process — it's about connecting it. You keep building forecasts the way you want (in Excel, Google Sheets, or wherever), and Kordis bridges the gap between your planning work and your client's actual financial data in QuickBooks.

No re-entry. No copy-paste errors. No maintaining parallel systems.

• Import any format: CSV, Excel (.xlsx), or Google Sheets — no rigid templates
• AI does the mapping: Intelligent account matching with confidence scores so you only review what needs attention
• One familiar view: Forecasts display in the same table you already use for financial statements
• Works across your portfolio: Set up each client once, then update forecasts as often as you need

Ready to Connect Your Forecast to Reality?

Stop maintaining parallel spreadsheets and start seeing your forecasts alongside actuals — all in one platform.

Sign up today with a 14 day free trial and upload your first forecast in under 5 minutes.