FAQ
Short answers to common bluprnts questions — Excel export, whether you need accounting data, what a scenario changes, and where your data goes.
Short answers. Each links to the page that covers it properly.
Can I export to Excel or CSV?#
No. Reports export as PDF, through your browser's print dialogue. There is no spreadsheet export from the statements or the dashboards. See Export to PDF.
Do I need Xero to use bluprnts?#
No. bluprnts forecasts from your drivers — products, sales, people, costs, financing — so it works with no accounting data at all. That's the point of a driver-based model: you can forecast before you have books. Xero is an optional input that grounds the model against actuals. See Xero integration overview.
Can I forecast a business that hasn't started yet?#
Yes. There's nothing to extrapolate from, and nothing needs to be. You describe what you'll sell, who you'll hire and what you'll spend, and the statements are derived from that.
Does a scenario change my plan?#
No. A scenario bends the assumptions around your plan; the plan itself is untouched. Switching back to base restores your committed numbers exactly. See What scenarios are.
What's the difference between a scenario and a project?#
A scenario changes the numbers on things you already have. A project adds something new — with its own products, sales, people and costs — that you toggle on and off. See Scenarios vs projects.
Why is my profit positive but my cash negative?#
Timing. Revenue counts when you invoice; cash arrives when you're paid. See My forecast doesn't look right.
Does the AI write my numbers?#
No. The assistant and the report writer produce words and propose drivers; every figure comes from the calculation engine. See What a report is.
Can the assistant change my model without asking?#
No. Every change goes through a confirmation card, and everything it applies can be undone. See Limits and guardrails.
Can I model more than one company?#
On the Scale plan. See Plans.
Do I need a card for the free trial?#
No. Seven days, no card, nothing renews automatically. See Free trial.
What happens to my data if I cancel?#
Nothing is deleted. Access ends; your model is kept and is waiting if you resubscribe. See Cancel a subscription.
Which accounting standard do the statements follow?#
FRS 102, IFRS or US GAAP, whichever you set. There's also a plain-language Simple view that drops accounting terminology entirely. See The financial statements.
Can I share a report with a link?#
Reports are shared by exporting the PDF and sending it. Freeze the report first so the copy you sent and the copy in your account agree. See Share a report.
Related#
- My forecast doesn't look right — when the numbers are the problem.
- Xero / integration problems — when the connection is.
- Glossary — what the terms mean.