SetCourse Logo

The Platform for Financial Planning and Execution

Move with Calibrated Confidence

Our platform transforms financial data into direction and direction into motion, keeping your business unified, intelligent, and always moving forward. Plan and analyze financial scenarios, adjust forecasts, and drive execution to stay on course toward achieving your goals.

Contact Us
Build

OKR: Increase Healthcare Sales +20%

Current: +14.6% YoY · At risk: ~1.7pp

👤 Alex C.
Drive

Revenue Forecast: +$2.1M Q4

Budget vs Actual: +2.3% margin

👤 Jordan R.
I/O

ERP Optimization Applied

Billing workflow cycle time −25% · DSO projected −5 days

Unify

Data Pipeline Refresh Successful

Salesforce + QuickBooks + NetSuite → Fabric · 2.3M records

I/O

ERP implementation, optimization, and system integration services for business transformation.

Unify

Comprehensive data lakehouse built on Microsoft Fabric for unified analytics and insights.

Build

Join Waitlist

Strategic planning and initiative management with goal-setting and OKR tracking capabilities.

Drive

Join Waitlist

Advanced FP&A platform with forecasting, budgeting, and real-time financial performance analytics.

1

Set the Course

Define clear priorities and choose the services or products that will drive coordinated motion across your organization

Implement or Optimize my ERP

Deploy new ERP systems or optimize existing business processes for maximum efficiency.

Combine Data into a Data Lakehouse

Unify disparate data sources into Microsoft Fabric for comprehensive analytics.

Forecast Financials

Build advanced FP&A models for accurate financial planning and scenario analysis.

Generate a Strategic Plan

Create comprehensive strategic initiatives with OKR tracking and execution management.

Improve Business Intelligence

Transform raw data into actionable insights for better decision-making.

Optimize Cash Flow

Enhance working capital management and improve financial performance visibility.

2

Build Your Sightline

Connect your existing tools and data sources to create one view from finance to field — a common sightline that reduces rework and second-guessing

Slack Slack
Zoom Zoom
NetSuite NetSuite
Monday Monday
Tableau Tableau
Adobe Creative Cloud Adobe Creative Cloud
QuickBooks QuickBooks
Salesforce Salesforce
HubSpot HubSpot
Microsoft 365 Microsoft 365
Slack Slack
Zoom Zoom
NetSuite NetSuite
Monday Monday
Tableau Tableau
Adobe Creative Cloud Adobe Creative Cloud
QuickBooks QuickBooks
Salesforce Salesforce
HubSpot HubSpot
Microsoft 365 Microsoft 365
Google Workspace Google Workspace
Stripe Stripe
Asana Asana
Shopify Shopify
Mailchimp Mailchimp
Dropbox Dropbox
Trello Trello
Notion Notion
Intercom Intercom
Xero Xero
Google Workspace Google Workspace
Stripe Stripe
Asana Asana
Shopify Shopify
Mailchimp Mailchimp
Dropbox Dropbox
Trello Trello
Notion Notion
Intercom Intercom
Xero Xero
3

Sprint and Win

Execute with calibrated confidence, track progress in real-time, and recalibrate continuously — fewer detours, faster clarity, measurable progress

Execute Strategic Initiatives

Launch key projects with I/O implementation services and Build strategic management.

Monitor Critical KPIs

Track business performance indicators across all integrated systems and processes.

Automated Financial Forecasts

Generate comprehensive financial forecasts with Drive FP&A automation capabilities.

Scenario Financial Planning

Model business scenarios and outcomes with advanced Drive FP&A planning tools.

Optimize Based on Results

Continuously improve processes using data insights and performance analytics.

Accelerated Decision Making

Make faster, data-driven decisions with unified insights from Build, Drive, and Unify.

Set the course. Sprint. Win.

For CFOs, COOs, and operators who need accountable execution. Move with calibrated confidence — coordinated teams that measure movement, reduce detours, and compound decisions.

Contact Us