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Turn complexity into clarity without breaking the formula

Evolve your financial modeling with data and analytical insights

Are your planning tools appropriate for your organization’s scale? Traditional spreadsheet models are familiar to your teams, but can they meet your complex analytical demands such as data-intensive driver-based forecasting? What if you could have the ease of the familiar and the muscle of scale? Now you can, with the Apex Platform™.

Apex is the model you need in the time you have

Experience the familiarity of spreadsheets,
elevated for enterprise growth

Request your custom demo

Apex Platform™ overview

Bespoke financial modeling
Analysis customized for you
Bringing structure and confidence to your decisions and planning

Centralized data assets
Bring the power of 'data' to financial analysis
Access real data (external and internal) while enabling automation and collaboration around a single source of truth

Advanced analytics
Insights that speak to leadership
Unlocking new capabilities that improve value and user experience

Don’t wait for tomorrow’s data. Apex delivers real-time insights today.

Evolve your modeling with efficiency

Transform your familiar spreadsheet-based workflows with advanced automation, centralized data, and scalable modeling—and do more with what you already have.

Advise and implement informed strategy

Gain confidence in your growth strategies with features designed by finance leaders for real-world challenges.

Centralize data and automate insights

Streamline reporting and reduce redundancies with one unified platform for data-dependent tasks.

Shift from mundane tasks to strategic action-planning

With automation to handle manual tasks such as data aggregation, your valuable time can be redirected towards strategic planning, allowing you to focus on high-impact activities that drive growth.

Enjoy flexible ownership and control

Apex gives you freedom to make changes without being constrained by software limitations or external assistance.

Unlock AI-powered planning

AI depends on clean, governed data and automated workflows—and that’s what Apex delivers so that AI’s advanced tools and models can produce reliable, decision-ready insights.

From scattered data to strategic decisions—in diverse industries

Apex Platform for renewables

Enable broad portfolio management for decision analysis across stakeholders, such as asset management, engineering, finance, business origination, and controllership.

Apex Platform for SaaS

Centralize detailed data across a portfolio of SaaS products and dynamically build forecasts for your financial statements, ARR, bookings, and billings.

Apex Platform for real estate

Leverage existing and detailed asset-level data to model complex partnership and corporate structures in order to automate forecasting, reporting, and investment analysis.

Apex Platform for life sciences and health care

Enable detailed planning and decision-analysis across your current and future assets and services to better plan your portfolio and capital outlays.

Apex Platform for regulated utilities

Aggregate financial models across your utility organization, helping facilitate collaboration and synergies—from financial forecasting to scenario and regulatory analysis.

Apex Platform for private equity

Harmonize portfolio companies’ models through centralized datasets, automate routine tasks, and get faster access to better insights while using existing technologies.

“What would have taken a team of people 2 weeks, 2 people
just got done in a couple of hours.”

– VP of Investments

“This is going to save our whole team a month for each
planning cycle”

– Senior Finance Manager

“No way, I’ll definitely use this more than you”

– CFO and Financial Analyst debating who will utilize Apex more

“This is great! We can finally see what’s really behind
our forecasts”

– Senior Director, Financial Strategy

“This solution is just beautiful, you guys did a
fantastic job”

– Vice President, Strategy and Innovation

Less time on setup. More on scaling.

Data-Rich and controlled Analysis
Faster Speed to Insights
Client ROI analysis estimated at 32% - 48% over 5 years¹

Make forecast modeling intuitive, visual, and fast with Apex

Fill out the form below to request a demo or to learn how
Apex can help your business.