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Laacix
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All your finance workflows, from workbook to report, in one ledger

Import workbooks, transform data, validate numbers, detect exceptions, manage cash, generate financial reports, track month-end close, build forecasts and monitor KPIs — without losing the audit trail behind the work.

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Built for spreadsheet-led finance teams managing workbooks, reports, close cycles, cashflow, budgets and KPIs.

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May Management Accounts
In reviewv18
Exceptions
12 open
Cash runway
13 weeks
Output pack
Ready
Data quality rules
Passed
KPI dashboardMay vs Apr
Net revenue
£1,842,300
Gross margin61.2%
AR overdue£42k
AP due£180k

Designed around the finance files your team already uses

Import and work with files from the tools your finance team already relies on — spreadsheets, exports and reports from the systems you work with day to day.

  • Microsoft OneDrive
  • Sage
  • Microsoft Dynamics 365
  • Xero
  • Amazon S3
  • Google Drive
  • Oracle NetSuite
  • Microsoft Excel
  • HubSpot
  • Microsoft OneDrive
  • Sage
  • Microsoft Dynamics 365
  • Xero
  • Amazon S3
  • Google Drive
  • Oracle NetSuite
  • Microsoft Excel
  • HubSpot

Finance teams do not need another fragile spreadsheet chain. They need one controlled place to import workbooks, transform data, validate numbers, manage cash, explain movement and produce reports they can trust.

Built for controllers, accountants, finance operators and spreadsheet-led teams that need traceability behind every number.

The platform

Meet your new treasury partner

Laacix brings your most important finance workflows together, from data transformation and validation to cash management, reporting, planning, close and KPI visibility.

Data Transformation Engine

Automate spreadsheet-heavy finance work

Build repeatable workflows for cleaning, deduping, formatting, account mapping, reconciliation, cashflow classification, variance preparation and workbook transformation.

60+ stepsDry-runsSchedulingUndoRecipes
Data Quality Rules

Catch bad data before it becomes a report

Apply validation rules to detect missing values, duplicates, format issues, invalid ranges, unmatched categories and other workbook problems before they affect reporting.

RulesTemplatesViolationsSeverityHistory
Insight Engine

Understand what changed and why

Generate explainable insights across periods, baselines, trends, concentration risks and consistency checks, with structured evidence behind every finding.

VarianceTrendsEvidenceConfidenceProvenance
Cash Management

See cash movement, risk and runway clearly

Classify cash movements, extract AR/AP schedules, build rolling cash projections, calculate runway, flag cash risk points and explain the movement between opening and closing cash.

CashflowAR/APRunwayRisk flags13-week projection
Month-End Close

Control the close from review to sign-off

Manage close cycles, checklist owners, due dates, blockers, evidence, progress and sign-off so month-end activity stays visible, structured and reviewable.

ChecklistOwnersBlockersSign-offReopen
Financial Statements & Reporting

Turn controlled data into financial statements

Generate trial balances, profit and loss, balance sheets, cash flow statements, variance analysis and account mappings from workbook-based finance data.

TBP&LBalance sheetCash flowVariance
Financial Planning

Plan ahead with budgets and forecasts

Create budget sets, import forecast files, spread annual numbers monthly, manage fiscal periods, track FX rates and compare actuals against budget or forecast.

BudgetsForecastsPeriodsFXVariance
Dashboards & KPIs

See the numbers that matter instantly

Build workbook dashboards with metric, comparison, chart and table widgets. Track KPIs using sums, averages, medians, percentages, currency values, trends and version comparisons.

DashboardsChartsKPIsTrendsVersion comparison
Ready to see your finance workflow in one controlled view?Book demo
How it works

From workbook chaos to finance clarity

Laacix connects every stage of the finance workflow: import, transform, validate, investigate, report, close, plan and monitor.

Data transformation

Say goodbye to repeat manual spreadsheet work

Turn recurring spreadsheet tasks into controlled workflows. Clean data, remove duplicates, split and merge columns, map accounts, classify cashflow, run reconciliations, prepare variance analysis and schedule repeat operations.

Workflow builder60+ stepsDry-run previewScheduled runsUndo
Workflow builderStep 1 of 6
  1. 1Import workbookRunning
  2. 2Clean supplier namesQueued
  3. 3Split debit and creditQueued
  4. 4Map GL accountsQueued
  5. 5Run validation rulesQueued
  6. 6Generate output packQueued
Data quality rules

Validate the workbook before the numbers travel

Apply reusable rule templates to spot missing values, duplicates, wrong formats, invalid ranges, unmatched categories and other issues before they affect reports, statements or close activity.

Validation rulesRule templatesViolationsSeverity levelsRule history
Data quality rules1 violation
  • Required field missing
    Cost centre · row 412
    Error
  • Duplicate invoice detected
    INV-8821 · 2 matches
    Error
  • Invalid account code
    Acc 7raise · row 88
    Warning
  • Out-of-range value
    VAT 142% · row 207
    Warning
Insights & exceptions

Know what changed, what matters and what needs review

Laacix generates explainable insights and exceptions from workbook data. It can highlight variance movement, trend direction, concentration risk, missing data, duplicates, spikes, threshold breaches and pattern breaks — with evidence behind every result.

Variance insightsException detectionConfidence scoresEvidenceStatus workflow
Insights3 new
  • Revenue increased by 14.8%
  • Supplier concentration risk increased
  • Payroll trend remains consistent
Exceptions3 open
  • Duplicate invoice riskHigh
  • Missing cost centreReview
  • High-risk threshold breachHigh
Cash management

See cash movement, runway and risk in one place

Classify cashflow, extract AR and AP schedules, calculate runway, build 13-week cash projections and identify risk points before they become urgent. Laacix helps finance teams understand not just the cash balance, but what is driving the movement.

Cash classificationAR/AP extraction13-week projectionRunwayRisk flags
Cash overview13-week projection
Opening balance
£3.21m
Closing balance
£2.86m
Wk 1 · £3.10m
Wk 2 · £2.90m
Wk 3 · £3.20m
Wk 4 · £2.50m
Wk 5 · £2.35m
Wk 6 · £2.05m
Wk 7 · £1.90m
Wk 8 · £1.50m
Wk 9 · £1.30m
Wk 10 · £1.65m
Wk 11 · £2.00m
Wk 12 · £2.30m
Wk 13 · £2.60m
Runway13 weeks
Lowest pointWeek 9
AR due£214k
AP due£180k
Cash risk flag · week 9
Financial statements & reporting

Move from controlled data to trusted reports

Generate trial balances, profit and loss statements, balance sheets, cash flow statements and variance analysis from structured workbook data. Export finance-ready packs with summaries, insights, exceptions, KPIs and audit tabs.

Trial balanceP&LBalance sheetCash flowOutput packs
Output pack — MayReady
SummaryInsightsExceptionsVarianceKPIsAudit
AccountDebitCredit
1000 · Cash412,800.00—
1200 · Trade debtors318,450.00—
2100 · Trade creditors—204,120.00
4000 · Revenue—1,842,300.00
5000 · Cost of sales713,900.00—
PDF XLSX CSV
Month-end close

Bring structure to the finance close

Track month-end close cycles from open to review, sign-off and reopen. Assign checklist owners, due dates, blockers and evidence so everyone can see what is done, what is blocked and what still needs review.

Close cyclesChecklist ownersBlockersEvidenceSign-off
Month-end closeJune
  • BTBank reconciliationDone
  • SAAccrual reviewIn progress
  • AFAP reviewBlocked
  • ALVariance commentaryIn review
  • MOSign-offPending
Financial planning

Plan ahead with budgets, forecasts and cash projections

Create budgets, import forecasts, spread annual numbers monthly, manage fiscal periods, track FX rates and compare actuals against budget or forecast. Laacix helps planning stay connected to the same controlled finance data used for reporting.

BudgetsForecastsFiscal yearsFX ratesVariance
Budget vs actualFY26
AccountBudgetActualVar
Revenue1,800,0001,842,300+2.4%
Cost of sales720,000713,900+0.8%
Payroll410,000438,500-7.0%
Marketing95,00082,400+13.3%
Forecast v3 · cash projectionFY26 · Q2
Dashboards & KPIs

Monitor the numbers that matter

Build dashboards from workbook data using metric, comparison, chart and table widgets. Track sums, counts, averages, medians, percentages, currency values, trends, target values and version comparisons — with KPI widgets feeding into output packs.

DashboardsKPI widgetsChartsSparklinesVersion comparison
KPIsMay
Revenue
£1.84m
+14.8%
Gross margin
61.2%
+1.9pt
Cash runway
13 wks
-2 wks
AP due
£180k
+6.1%
AR overdue
£42k
-11%
Expense variance
-3.4%
vs budget
Revenue trend · 8 versions
Use cases

Finance workflows Laacix is built for

Monthly Management Accounts Review

Import the latest workbook, compare it with the previous period, generate insights, detect exceptions, review movements and export a finance-ready pack.

View workflow

Cashflow Movement & Runway Review

Classify cash movements, extract AR/AP schedules, build a 13-week projection, flag risk points and explain changes between opening and closing cash.

View workflow

Budget vs Actual Variance Pack

Map accounts, compare actuals against budget or forecast, identify favourable and unfavourable movements and produce a structured variance summary.

View workflow

Pre-Client Review Validation Pack

Run rules, detect exceptions, check workbook quality and prepare a clear review pack before numbers are shared with clients, managers or stakeholders.

View workflow
See how Laacix fits your finance processBook demo
The difference

Why Laacix?

Workflow builderStep 1 of 6
  1. 1Import workbookRunning
  2. 2Clean supplier namesQueued
  3. 3Split debit and creditQueued
  4. 4Map GL accountsQueued
  5. 5Run validation rulesQueued
  6. 6Generate output packQueued
01 — Why Laacix

Built for spreadsheet-led finance teams

  • Keep working in the workbooks your team already knows and trusts.
  • Laacix adds structure, history, automation and control on top.
  • No migration project — and no abandoning spreadsheets.

No more asking which spreadsheet is final. Laacix connects the workbook, version history, workflow execution, exceptions, decisions and reports — so finance teams can review both the number and the story behind it.

For finance teams that need confidence before numbers leave the department.

Control & traceability

Control, traceability and review built into every workflow

Audit History

Track imports, edits, workflow runs, restores, rule checks, exports, exception decisions and close activity with actor, timestamp and row impact.

Version Snapshots

Every data change creates a versioned snapshot, making it easier to compare, review and restore workbook states when needed.

Decision Log

Exceptions move through clear review states: open, acknowledged, dismissed or resolved — with notes and history behind each decision.

laacix — finance workflow control

Full finance clarity, in one view.

See how Laacix turns finance workbooks into controlled workflows, explainable exceptions, cash visibility, close activity, planning and finance-ready reports.

No pressure. Just a guided walkthrough of how Laacix could fit your finance workflow.