Software by Randy Brown Advisory
PlanVector
The financial operating system for organizations that have outgrown spreadsheets but have no business buying enterprise software.
Why it exists
Finance should run on a system, not a folder.
Below about $50M in revenue, the finance software market has a hole in it. The enterprise platforms assume a finance team of twelve and an implementation budget with a comma in it. Everything cheaper is a spreadsheet with a subscription attached.
So organizations in that band run finance out of a folder: an export from the accounting system, a budget workbook, a forecast that is a copy of the budget workbook, and a board package assembled from all three. It works until the month it does not, and the failure is quiet, which is the worst kind.
A planning tool is something you open in budget season. An operating system is what the finance function runs on every week: where the actuals arrive, where the plan and the forecast live, where the reports come from, and where everyone with access sees the same number. PlanVector is the second thing.
What runs on it
The whole cycle, in one place.
Everything below is live today.
Actuals
A direct QuickBooks Online connection pulls the general ledger on a schedule, and every load is reconciled to the trial balance before it is accepted. If it does not tie, it does not load.
Reporting
Statements that tie, comparatives that survive a chart of accounts change, and a board package that comes out without reformatting. Every figure drills down to the transactions behind it.
Planning
The budget is built against the same account structure as the actuals, so budget-to-actual is a query rather than a lookup formula pointing at another workbook.
Forecasting
A forecast that rolls forward as each month closes, held beside the budget and the actuals rather than in a separate file that someone has to keep in step.
Pipeline
Sales pipeline from HubSpot sits next to the financials, so the revenue outlook starts from real deals instead of a number typed into a cell.
History
Every load is a version. You can see what the numbers looked like on the day a decision was made, not only what they look like now.
What it connects to
QuickBooks Online and HubSpot are connected today. If your data lives somewhere else, a custom connector can be built for any service with an available API, and it is maintained the same way the built-in ones are. For early adopters, that work is included in implementation.
Why a platform, not a file
Four things you stop managing.
A workbook or a one-off script starts decaying the day it is delivered. Somebody has to keep it connected, keep it safe, and keep track of which copy is real. With PlanVector that somebody is me.
Connections that stay current
Accounting and CRM systems change their APIs. I maintain the connections centrally, so when one changes the fix ships once and every organization has it. That includes any custom connector built for you.
Security and access
Everyone signs in as themselves with two-factor authentication. Access is granted and removed in one place, not inherited by whoever was last emailed the file.
There when you need it
PlanVector runs in a browser. Nothing to install, no shared drive to reach, no file to track down the night before a board meeting.
One central copy
The numbers live in one place. Nobody asks who has the latest version on their desktop, because there is no desktop version.
Security
This is somebody's general ledger.
The whole product holds financial records for organizations that cannot afford to have them leak. Security was the gating requirement at every phase of building it, not a hardening pass at the end.
- Mandatory two-factor authentication
- Every account enrolls TOTP on first login. Not optional, not a setting someone can turn off.
- Encrypted at rest
- Tenant data sits on an encrypted volume, isolated per organization.
- Tenant isolation by session
- Which organization you can see is derived from your authenticated session, never from the URL.
- Nightly off-site backups
- Encrypted, retained on a schedule, and verified — not assumed.
- Full audit log
- Authentication events and data loads are recorded and reviewable.
Pricing
$99 a month, or $999 a year.
Up to 20 users on either plan. Implementation is a one-time $2,500–$10,000 depending on complexity, and most land under $5,000.
Every consulting retainer includes the first year of PlanVector and basic implementation at no extra cost.
Availability
Onboarding a limited number of organizations.
PlanVector is in early production. I am bringing on a small number of organizations at a time so that each one gets a real implementation rather than a login and a wish of luck.
If the description above sounds like your situation, get in touch and I will walk you through it against your own numbers.