Traceability
A model you can read. Every value has a source, every assumption has a place. You can see at any time how a number comes about.
Integrated Financial Planning — Closed Beta from September 2026
Your company in one model. Plan, steer, report.
Slate is integrated financial planning for companies and company groups: one model, any number of scenarios, traceable at all times — with P&L, balance sheet and cash flow structured according to HGB or IFRS.
Request beta accessWhy Slate
Plan and actuals in one model
Every scenario has a plan level and an actuals level. Actuals come in through interfaces and imports, and the comparison runs automatically.
Scenarios in minutes
What is the effect of an additional hire, a price adjustment, an investment? You calculate the variant before you decide.
The Slate Suite
Four applications. One model.
You map your company as a model on a timeline — Slate computes P&L, balance sheet and cash flow from it. A company can hold several models, each model several scenarios, each scenario a plan and an actuals level. Everything on a monthly basis, everything consistent.
Planner
Plan revenue, costs, personnel and investments driver-based. Changes take effect immediately across the whole model.
Product view to follow
Reporting
Analyses, key figures and standard reports at the push of a button — including an automated plan-actuals comparison.
Product view to follow
Groups
Plan several entities in one shared structure and analyse them together.
Product view to follow
Board
Shareholder-specific analysis and documentation, cleanly separated per entity.
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How Slate works
Professional planning depth, learned in hours.
Slate is built for people who want to keep their numbers in their own hands. The structure is visible from the start, the calculation logic is traceable, and the application can be learned in a day.
| Structure | companies, models, scenarios — visible from the start |
|---|---|
| Scenarios | any number on one shared model |
| Periodicity | monthly, consistently across plan and actuals |
| Statements | P&L, balance sheet and cash flow from one source |
| Structure standard | HGB or IFRS systematics, switchable |
| Groups | several entities in one structure |
| Onboarding | hours, not weeks |
| Data residency | Switzerland |
Capabilities
Built for professional planning.
Scenarios without copies
Base, best case, worst case or your own variants — all on one shared model. What you change in one place takes effect everywhere it belongs.
Three statements, fully linked
P&L, balance sheet and cash flow emerge from one model — including fixed-asset, equity, provision and loan development.
Plan, actuals and variance side by side
Both levels run on the same monthly timeline. The variance sits right next to them — calculated automatically.
Driver-based planning
Plan through volumes, prices, ratios and capacities instead of fixed amounts. Change the driver, and the model calculates the consequences.
HGB and IFRS structure
The same data, presented according to HGB or IFRS systematics — without rebuilding the model.
Actuals from your sources
A wide range of interfaces and imports — including the data from your tax advisor. The plan-actuals comparison then runs automatically.
Who it is for
For everyone who keeps their numbers in their own hands.
Slate is built for professional users: people who work with numbers, carry responsibility and want to run their planning themselves.
- CFOs and finance leads
- Planning, balance sheet and cash flow in one consistent model — with full control over every assumption.
- Business owners and managing directors
- Steer liquidity, personnel and investments yourself — even without a dedicated finance team.
- Company groups and holdings
- Consistent models across several entities, analysable together.
- Advisors and interim CFOs
- A tool that can stay with the client — with a dedicated advisor view across all mandates.
- Investors
- Business angels, family offices and smaller investment companies: recalculate cases, examine variants, test assumptions.
Security and data residency
Your data resides in Switzerland.
Financial data is the most sensitive asset a company has. That is why data residency at Slate is not an afterthought but part of the architecture.
Located in Switzerland
All customer and model data is stored and processed exclusively in Switzerland.
Separated data storage
On request, your company receives its own, physically separated database.
Access by role
Every licence has a clearly defined scope of functions and data access. Approvals are granted deliberately and traceably.
Beta
Closed beta from September 2026.
Slate enters a closed beta with selected companies and company groups in September 2026. The commercial launch is planned for October 2026. If you would like to take part, write to us.
Request beta access