Magpie
Agents that build the model with you

Stop fixing spreadsheets.
Start shaping the plan.

Magpie is an AI-native finance workspace. Live data from every system, agents that build and update your models, and scenarios your whole team can actually trust.

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Models/Revenue Model 2026
Search
Variable Name
Trend
Jan '24
Feb '24
Mar '24
Apr '24
May '24
Jun '24
ARR & Summary
#Opening ARR
20,123
21,234
22,345
23,456
24,567
25,678
$New ARR
13,342
14,567
15,678
16,789
17,890
18,901
New variable
Account Summary
#Churn ARR
48,901
49,012
50,123
51,234
52,345
53,456
$Expansion ARR
41,234
42,345
43,456
44,567
45,678
46,789
#Closing ARR
34,567
35,678
36,789
37,890
38,901
39,012
$Revenue
27,890
28,901
29,012
30,123
31,234
32,345
$Revenue (Cash Flow)
20,123
21,234
22,345
23,456
24,567
25,678
#Opening Accounts
69,012
70,123
71,234
72,345
73,456
75,678
New variable
Churn Build
#New Accounts
55,678
56,789
57,890
58,901
59,012
60,123
%Churned ARR
13,342
14,567
15,678
16,789
17,890
18,901
New variable

100+

prebuilt metrics

6

systems synced live

<50ms

full model recalculation

100%

of changes audited

The workspace

Every number, and where it came from.

Variables, not cells. Each row carries its own formula, its own trend, and its own history — so nobody has to reverse-engineer a spreadsheet at quarter end.

Annual Operating Plan/Operating Profit DriversShare

Operating Profit Drivers

Revenue+5%

$1,230,569

Net Profit3%

$150,120

Operating Expenses+8%

$423,112

Monthly Revenue Comparison

SalesExpensesOperating Profit

Profit Breakdown

LaptopSmartphonesWatch

Operating Profit Change

Variable Name
Jan '25
$Gross Profit
$483,920
$Contribution Margin
$284,615
$Operating Profit
$175,839

Typed variables

Currency, count, percent — each with its own aggregation rule, so quarterly and yearly rollups are correct by construction.

Formulas as structure

Formulas reference variables, not coordinates. Rename anything and nothing breaks.

Trends in place

A sparkline on every row means you see the shape of a number before you read the number.

Use cases

One workspace, from revenue to runway.

Use Magpie Modelling across your entire planning workflow — the same engine, the same numbers, six different questions.

01

ARR Planning

Forecast recurring revenue, track churn and expansion, and model growth scenarios so GTM and finance stay aligned on targets.

02

Cash Flow Forecasting

Build real-time cash flow views that combine revenue timing, expenses, and collections to reveal your true liquidity picture.

03

Headcount Planning

Plan hiring by function, level, and location, layering in costs and timelines to see how headcount impacts runway and margins.

04

Capacity Planning

Integrate operational and financial data to understand capacity constraints, model utilization, and decide when to add resources.

05

Runway Forecasting

Project runway under different growth and spend scenarios so you know exactly how plans affect your next raise or profitability date.

06

Expense Management

Analyze expenses by team and vendor, flag overspend, and test cost-saving ideas before you commit to changes in the real world.

Features

Built like an instrument, not a spreadsheet.

Multi-dimensional, no-code modelling

Built

Model by product, region, channel, or any custom dimension. Dimensions belong to the variable, so a parent row is always a rollup of its members and can never disagree with them.

See every what-if in one place

Built

Scenario overlays that leave the base case untouched, and a grain switch from months to quarters to years that knows a balance takes the closing month while a flow sums. Side-by-side comparison and AI forecasting are next.

Let agents build with you

Partly built

In reconciliation this is live: an agent adjudicates only what deterministic rules could not resolve, behind a gate that recomputes every number it returns. Agents that build models are designed and not yet built.

Bring your data in

Partly built

CSV ingestion across seven sources today, with every unparseable row recorded as a typed rejection rather than dropped. Live ERP, CRM, billing and HRIS connectors are on the roadmap.

Plan together, stay in control

Partly built

Every change — human or agent — is a typed command carrying its own inverse, so undo and the audit trail are one mechanism. Comments, approvals and shared presence are on the roadmap.

Prebuilt metrics and reusable logic

Roadmap

One template exists today: a full ARR waterfall. The library of 100+ metrics and reusable components is the plan, not the product.

Agents

AI proposes. You decide.

Agents never write directly. Every change arrives as a reviewable proposal, and every number one returns is recomputed before you see it. That is live in reconciliation today — where the agent closes cases the rules cannot, without adding a single wrong match — and it is the same mechanism the modelling agent will use.

  • Staged changesProposals render as ghost values next to the live ones.
  • Compare before acceptDiff any proposal against the base case or another scenario.
  • Reversible by designEvery accepted change is a command in the audit log — and every command has an inverse.
Revenue Model 20263 proposed changes
New ARR13,34217,345Accepted
Closing ARR34,56738,912Accepted
Churn Rate2.4%2.4%Unchanged
Reverting restores the prior versionUndo allAccept all
Data sources

Your model is only as fresh as its inputs.

Connect the systems that already hold the truth. Magpie syncs continuously and writes every change to the audit log, so a number moving overnight is always explainable.

NetSuite
Salesforce
Stripe
HubSpot
QuickBooks
Workday
Xero
Rippling
Snowflake
BigQuery
Gusto
CSV

Close the books on spreadsheet planning.

Bring your data, your drivers, and your team into one workspace — and let the agents handle the setup.