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Overview

What bluprnts is & who it's for
A 10-minute tour
What you need before you start
How forecasts are built

Build your first forecast

Tutorial part 1 — Set up your company
Tutorial part 2 — Build the plan
Tutorial part 3 — Read & flex your forecast

Setting up your company

Company profile
Forecast window & financial year
Opening position
VAT settings
Corporation tax, NIC & duty
Payment terms
Interest rates
Sales channels
Reporting standard

Building your model

Add or edit a product
Add or edit a sale
Add or edit an employee
Add or edit a cost
Add or edit financing
Add or edit a project

What scenarios are
Create a scenario
Edit a scenario's assumptions
Compare scenarios side by side
Set the working case
Scenarios vs projects

Reading your dashboards
The Waterfall dashboard
The Runway dashboard
Bank balance & cash position

The financial statements
Profit and loss
Balance sheet
Cash flow statement
Ratios and margins

What a report is
Create a report
Customise sections & AI narrative
Export to PDF
Share a report

Xero integration

Xero integration overview
Connect Xero
What Xero brings in
Map accounts
Refresh & sync actuals
Plan vs Actual
Disconnect & troubleshoot Xero

The AI assistant
Ask about your forecast
What the assistant can do
Limits and guardrails

Account & subscription

Your account
Plans
Free trial
Change plan
Billing & invoices
Cancel a subscription

Product fields
Sale fields
Employee fields
Cost fields
Financing fields
Project & scenario fields
Option lists
Statement line items
Metrics & formulas
Dates & period rules
Browser support
Changelog

Driver-based vs historical modelling
Base plan, projects & scenarios
Provenance & traceability
How runway is calculated
How breakeven is derived
Loaded employee cost & on-costs
Unit economics
Seasonality & growth
VAT & tax in the forecast
Modelling states

Troubleshooting

My forecast doesn't look right
Xero / integration problems
FAQ

Docs
Reference
Changelog

Changelog

What's new in bluprnts — notable changes and additions to the product.

What's new in bluprnts — notable changes and additions to the product.

Recent changes#

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Recent changes

bluprnts is cash flow forecasting software that builds your forecast from the drivers you control - products, sales, people, costs and financing - and derives the statements, runway and reports from them.

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