Faster Financial Modeling with Farseer
In this webinar, Matija Nakić (Co-founder & CEO, Farseer) and Luka Mijatović (Co-founder & CTO, Farseer) build a complete company financial model from scratch — live, starting from an empty canvas.
You’ll see how to create an operating expenses plan across departments and GL accounts, build a custom revenue model for an asset management company, connect sub-models into a consolidated P&L, and turn it all into an interactive dashboard — in under 30 minutes.
What you’ll learn:
- How Farseer combines spreadsheet flexibility with enterprise robustness, letting you do both structured planning from master data and free-range modeling with custom variables and formulas
- How top-down planning works: enter a budget target at department level and Farseer distributes it across GL accounts using historical ratios, while letting you override any number at any level
- How to build a driver-based revenue model from scratch — with variables like cash in, cash out, yield, and management fee — using human-readable formulas that calculate across all time periods
- How replicable model templates let you create one fund or product model and instantly deploy it across multiple entities — with any structural change applied centrally to all instances
- How sub-models connect to the central P&L: teams build their own models independently, then map results to the company’s general ledger with one click
- How dashboards pull any variable from the model into tables, charts, and KPI tiles — with year-over-year comparisons and drill-down to GL account level
The session includes a full live build of two models (OpEx and revenue), report creation, dashboard setup, and a Q&A covering data integration, intercompany transactions, and collaboration features.
Who this is for: finance professionals, CFOs, and anyone building and sharing financial models — especially teams looking to move from spreadsheets to a connected, cloud-based planning environment.