Completix

Financial Management

When the CFO asks where the money went, you should already have the answer.

Completix gives portfolio leaders one governed view of every committed, spent, and forecasted dollar, so financial questions get answered in the meeting, not in a week-long reconciliation afterward.

Total Budget Live · FY 2025
Portfolio approved
Approved budget
$500,000
Forecast
$2,104,949
EAC
$742,710
Variance (Approved − EAC)
−$242,710
Rollup BAC
$414,000
Variance (Approved − Rollup)
+$86,000
Actuals vs approved$41,700 spent
EAC vs approved149% of approved
Rollup BAC vs approved83% of approved
Approved budget set at portfolio level. Rollup BAC is the sum of all projects.
Today
Reconciling spreadsheets to answer last quarter's numbers
With Completix
Defending the investment with live numbers you trust
Built around the questions you have to answer

Six money questions. Every one answered before it's asked.

Portfolio finance leaders aren't judged on the size of the budget, they're judged on whether they can account for it. Completix is organized around the questions you actually field.

01
Allocation

"Is this initiative funded, and where did the money come from?"

Allocate approved capital across portfolios and programs against your fiscal-year targets, with every reallocation traceable to a decision and a date.

02
Position

"How much have we actually spent versus what we planned?"

Track actuals and commitments against baseline at any level, from the full portfolio down to a single task, updated as the numbers come in rather than at month-end.

03
Forecast

"Will this come in on budget, or are we about to be surprised?"

Rolling forecasts recalculate as actuals land, flagging the initiatives likely to cross their approved baseline while there's still time to act.

04
Control

"Who approved this spend, and under what policy?"

Funding decisions sit at your stage gates, with approval governed by policy and a full approval trail behind every one.

05
Trade-offs

"If we move money, what does it cost us elsewhere?"

Model reallocation scenarios against the remaining portfolio budget before you commit, so funding decisions are made with the downstream impact in view.

06
Return

"Are these investments actually delivering what we promised?"

Track realized benefits against the business case so portfolio spend is judged on outcomes, not just on whether it stayed inside the line.

Your financial position, live

Know where every dollar stands, without waiting for the close.

Most finance leaders find out about an overrun a month after it happens. Completix keeps committed, spent, and forecasted spend current across the portfolio, so your position is something you read, not something you rebuild.

  • Track actuals and commitments against baseline at portfolio, program, and project level
  • Drill from a portfolio number straight down to the task that moved it
  • See utilization and remaining headroom on every initiative at a glance
  • Export financials in one click when finance or audit asks for the detail
Portfolio Forecast & Actuals Live · FY 2025

Monthly Forecast vs Actuals

ForecastActuals

By project · FY 2025

9 active
ProjectForecastActuals
Data Migration$45,890$36,010
Marketing Launch$11,368$23,480
Biotech Onboarding$29,000$28,900
Pnow2$28,800$26,800
med4$25,800$15,800

Cost forecast to completion

ActualsForecast
Portfolio · rolling EAC · FY 2025
Forecast EAC
$19.6M
vs. baseline
+$1.2M
At-risk initiatives
2 of 5
See it coming, not in hindsight

Catch the overrun while you can still do something about it.

A variance you discover at the close is a problem you can only explain. A forecast that flags it three months out is a problem you can still fix. Completix recalculates the trajectory as actuals land, so the surprise gets removed before it reaches the steering committee.

  • Rolling forecasts update automatically as actuals are recorded
  • Initiatives trending past their approved baseline surface early
  • Model reallocation scenarios to protect the remaining budget
  • Walk into any review with board-ready projections already current
Governance built into the spend, not bolted on

Every funding decision sits at a gate.

Financial control shouldn't be a separate approval workflow you chase down after the fact. In Completix, funding is tied to your stage gates, with approval at each gate governed by policy.

Passed May 2025
$1.2M
Released
Gate 2 · Planning
Passed Jul 2025
$2.8M
Released
Gate 3 · Execution
Review pending Sep 2025
$5.4M
In Review
Gate 4 · Go Live
Scheduled Q1 2026
$9.0M
Locked

Each gate is a review, with approval governed by policy and a full approval trail behind every release.

The rest of the financial picture

Everything else your PMO needs to run the money.

From the first funding request to the realized return, Completix covers the full financial lifecycle of the portfolio in one place.

Capital Prioritization

Rank funding requests by strategic value, capacity, and expected return so investment decisions are made on evidence, not on who asked loudest.

Value Realization

Measure actual returns against the benefits in the business case, so the portfolio is judged on outcomes delivered, not just budget consumed.

Board-Ready Reporting

Generate portfolio summaries and detailed cost breakdowns in one click, always current and always presentation-ready for the next review.

Strategic Alignment

Link every funded initiative back to a business objective, so portfolio spend supports corporate strategy rather than operational inertia.

Vendor Cost Management

Match invoices to purchase orders and fold external spend into the total financial picture, without the manual reconciliation at month-end.

Approval Workflows

Route budget requests, change orders, and variance exceptions through structured approval chains with built-in notifications and accountability.

Stop reconciling the numbers. Start defending them.

See how Completix gives portfolio leaders one governed, live view of every committed and forecasted dollar, so the next financial review is one you walk into ready.

Schedule Your Free Demo →
No spreadsheets required · See your portfolio finances live in under 30 minutes

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