How does Sigma change the month-end close?

Teams review results on live warehouse data as soon as the books close, investigate exceptions down to the transaction, and collect owner explanations in the same app instead of by email.

How long does it take to get started?

Most teams start with one report, usually the one that eats the first week of close, and build it on data already in the warehouse. There’s no migration to finish first, and you add the next workflow once the first one is working.

Do we need to learn something new?

If your team writes spreadsheet formulas, they can build in Sigma. The interface works like a spreadsheet, and Sigma Assistant can draft a formula, a pivot, or a whole workbook when you describe what you need.

Can we build collaborative budgets without emailing spreadsheets?

Yes. Budget owners enter their numbers and assumptions in the report, they’re saved to your warehouse, and finance sees submissions and edits in one place.

How do we track and explain budget variances?

Compare budget to actuals by any dimension on live data. Agents can draft explanations for the largest variances, and owners edit and approve them before they’re saved.

How does Sigma connect to our ERP?

Sigma reads ERP data once it lands in your cloud data warehouse, so finance works on the same tables as everyone else, with no separate extract.

Can each budget owner see only their own numbers?

Yes. Sigma inherits your warehouse’s row-level security, so each GM or budget owner sees and edits only their own cost center, in the same app finance uses.

How does Sigma handle what-if scenarios?

Change a driver in a scenario and the dependent calculations update. Scenarios save to the warehouse, so you can compare them and submit the one you choose.

Can treasury forecast cash on live data?

Yes. Model inflows and outflows on live receivables, payables, and inventory, and consolidate inputs from finance, sales, and operations in one forecast.

Can our models run on the full general ledger?

Yes. Sigma runs calculations as SQL in your warehouse, so models work on the full ledger instead of a file that slows down as it grows. Analysts keep a spreadsheet interface and the formulas they already know.

Sigma for finance teams

Close, explain, and reforecast in a spreadsheet your team already knows, on the numbers your data team already trusts.

Book a demo Start a free trial

Explain the variance
Variance commentary sits next to the numbers it explains. An agent can draft it for the lines that moved, and owners review and sign off.
Reforecast with owners in the loop
Business owners enter assumptions in the report, and they’re saved to the warehouse instead of emailed back.
Works like the spreadsheet you know
Formulas your team already writes on the full ledger, with Sigma Assistant to draft the rest when you ask.

FY26 variance and reforecast

Variance Analyst

New chat

I draft variance commentary from the GL, CRM and event plans. Owners review every draft before it counts.

Ask anything

AI can make mistakes. Please double-check responses.

Approvals

9+3 forecast

Action	By	When
Draft saved	Maya Lindqvist	Oct 20

Sep close · FY26

Variance and 9+3 reforecast

9 months actual (Jan to Sep) + 3 months forecast (Oct to Dec)

Scenario9+3 forecast

PeriodSep 2026

Submit 9+3 forecast

Revenue, YTD actual

$48.20M

+3.8%vs budget $46.44M

Operating income, YTD actual

$3.98M

+15.9%vs budget $3.44M

FY operating income (9+3)

$5.46M

+9.2%vs FY budget $5.00M

Commentary, lines over $500K

0 of 3

None drafted yet

P&L variance by line

Jan to Sep, $K. Variance is favorable / (unfavorable).

P&L line	Actual	Budget	Variance	Var %	Status
Subscription revenue	39,640	37,900	+1,740	+4.6%	Open
Services revenue	8,560	8,535	+25	+0.3%
Total revenue	48,200	46,435	+1,765	+3.8%
Cost of revenue	13,980	13,000	(980)	(7.5%)	Open
Sales and marketing	15,410	14,600	(810)	(5.5%)	Open
Research and development	9,870	10,350	+480	+4.6%
General and administrative	4,960	5,050	+90	+1.8%
Operating income	3,980	3,435	+545	+15.9%

Q4 drivers

Oct to Dec, $K · editable drivers

Driver	Budget	Forecast	Source
Revenue	16,565	16,900	Sep run rate × 3
Cost of revenue	4,500	4,820	28.5% of revenue
Event spend	1,200	1,200	FY26 plan
Other opex	9,300	9,400	Headcount plan

Full-year outlook

Full year	Budget	Outlook (9+3)	Variance
Revenue	63,000	65,100	+2,100
Costs	58,000	59,640	(1,640)
Operating income	5,000	5,460	+460

Trusted by finance teams

Variances explained

The books close before the explanations do

Finance spends the days after close downloading reports, chasing commentary by email, and rebuilding the forecast in a file nobody else can audit.

Today	With Sigma
Monday mornings spent downloading and stitching reports	Actuals arrive live from the warehouse with nothing to download
Variance commentary collected by email and pasted into decks	Variance commentary lives next to the numbers it explains
Assumptions buried in personal spreadsheet tabs	Owners save assumptions and commentary to the warehouse from the app
Forecast models that slow to a crawl as the file grows	Spreadsheet models that run on the full ledger
Forecast versions multiply with no record of who changed what	Each forecast submission recorded with who approved it
Business owners wait on finance for every number	Owners explore their own numbers on the same data finance uses

Finance work on the numbers your data team trusts

Your warehouse already holds the ledger. Finance can work on it directly in a spreadsheet without an extract.

Your data team already built it
The warehouse already holds the ledger, the sub-ledgers, and the operational data. Finance works on it directly, and nobody makes an extract.
Start with the report everyone dreads
Build the one report that eats the first week of close. There’s no migration to finish first, and the next workflow can wait until this one works.
Formulas your team already writes
It works the way a spreadsheet does. Sigma Assistant drafts a formula, a pivot, or a whole workbook when you describe it.

Explain it, decide, submit

Explain the variance, decide whether it changes the outlook, and submit the revised forecast, all on the same live data.

Month-end review

Review results and collect explanations

Review financial results as soon as the books close. Drill from the P&L to the transactions behind a number, and collect explanations from business owners in the same app.

Budget vs. actual by entity, department, and account
Exceptions flagged for owner review
Owner commentary saved to the warehouse

Budget and Variance Approvals app

Fund accounting / Close workbench

Balance sheet reconciliations

Cairnwell Credit Fund IIIPeriod: Sep 2026

Prepared

5 of 7

+2vs Day 2

Signed off L2

1 of 7

14% of accounts locked

Unexplained variance

$35,150.00

−$6,670.00vs Day 2

Accounts by status

Open2In review2Signed off L12Signed off L21

Account reconciliations

Variance = GL balance minus source balance · tolerance $500.00

Account	GL balance	Source balance	Variance	Unmatched	Preparer	Status
1010 Operating cash	$4,218,306.42	$4,231,806.42	-$13,500.00	6	M. Alvarez	In review
1050 Money market	$1,500,000.00	$1,500,000.00	$0.00	0	K. Osei	Signed off L1
1200 Accounts receivable	$2,964,117.80	$2,964,117.80	$0.00	0	K. Osei	Signed off L2
1400 Prepaid expenses	$412,980.00	$409,330.00	$3,650.00	2	M. Alvarez	Open
2000 Accounts payable	$1,873,440.15	$1,873,440.15	$0.00	0	R. Tanaka	Signed off L1
2150 Accrued liabilities	$1,206,775.00	$1,238,275.00	-$31,500.00	4	R. Tanaka	Open
2400 Deferred revenue	$918,250.00	$918,250.00	$0.00	0	K. Osei	In review

Select an account to see its reconciling items and signoffs.

Scenario forecasts

Model scenarios and submit the forecast

Change a driver and watch revenue, margin, and cash update on live warehouse data. When the scenario holds up, submit the revised forecast for approval.

Driver-based scenarios for revenue, margin, and spend
Assumptions saved with who changed them
Forecast submissions routed for approval

FY26 variance and reforecast

Variance Analyst

Commentary, Sep close

I draft variance commentary from the GL, CRM and event plans. Owners review every draft before it counts.

Draft commentary for lines over $500K

P&L variance by line, Sep YTD(8 rows)GL detail, cost of revenue(412 rows)CRM expansions closed, Q2 and Q3(14 rows)Event spend by quarter(6 rows)

3 lines are over $500K and explain $3.53M of gross variance. Drafts:

Subscription revenue, $1.74M ahead: 2 enterprise expansions closed a quarter early ($1.10M); net retention 118% vs 112% plan ($0.64M).
Cost of revenue, $980K over: hosting grew with usage ($560K); the reserved-instance renewal moved to Nov ($420K).
Sales and marketing, $810K over: fall event spend pulled forward from Q4 ($520K); 2 AE hires started early ($290K).

Write commentaryAccepted

Done. The 3 drafts are in the Commentary column for each line owner to review.

Ask anything

AI can make mistakes. Please double-check responses.

Approvals

9+3 forecast

Action	By	When
Approved	Daniel Osei, CFO	Oct 23
Submitted	Maya Lindqvist	Oct 23
Draft saved	Maya Lindqvist	Oct 20

Sep close · FY26

Variance and 9+3 reforecast

9 months actual (Jan to Sep) + 3 months forecast (Oct to Dec)

Scenario9+3 forecast

PeriodSep 2026

Submit 9+3 forecast

Revenue, YTD actual

$48.20M

+3.8%vs budget $46.44M

Operating income, YTD actual

$3.98M

+15.9%vs budget $3.44M

FY operating income (9+3)

$5.98M

+19.6%vs FY budget $5.00M

Commentary, lines over $500K

3 of 3

3 drafted, 1 reviewed

P&L variance by line

Jan to Sep, $K. Variance is favorable / (unfavorable).

P&L line	Actual	Budget	Variance	Var %	Commentary	Status
Subscription revenue	39,640	37,900	+1,740	+4.6%	2 enterprise expansions closed a quarter early ($1.10M); net retention 118% vs 112% plan ($0.64M).	Agent draft
Services revenue	8,560	8,535	+25	+0.3%
Total revenue	48,200	46,435	+1,765	+3.8%
Cost of revenue	13,980	13,000	(980)	(7.5%)	Hosting grew with usage ($560K); reserved-instance renewal moved to Nov, so Q3 ran on demand ($420K).	Agent draft
Sales and marketing	15,410	14,600	(810)	(5.5%)	Fall event spend pulled forward from Q4 ($520K); 2 AE hires started early ($290K). Timing only: Q4 events drop $520K.	Reviewed
Research and development	9,870	10,350	+480	+4.6%
General and administrative	4,960	5,050	+90	+1.8%
Operating income	3,980	3,435	+545	+15.9%

Q4 drivers

Oct to Dec, $K · editable drivers

Driver	Budget	Forecast	Source
Revenue	16,565	16,900	Sep run rate × 3
Cost of revenue	4,500	4,820	28.5% of revenue
Event spend	1,200	680	Maya Lindqvist, Oct 23
Other opex	9,300	9,400	Headcount plan

Full-year outlook

Full year	Budget	Outlook (9+3)	Variance
Revenue	63,000	65,100	+2,100
Costs	58,000	59,120	(1,120)
Operating income	5,000	5,980	+980

FY26 variance and reforecast

Variance Analyst

Commentary, Sep close

I draft variance commentary from the GL, CRM and event plans. Owners review every draft before it counts.

Draft commentary for lines over $500K

P&L variance by line, Sep YTD(8 rows)GL detail, cost of revenue(412 rows)CRM expansions closed, Q2 and Q3(14 rows)Event spend by quarter(6 rows)

3 lines are over $500K and explain $3.53M of gross variance. Drafts:

Subscription revenue, $1.74M ahead: 2 enterprise expansions closed a quarter early ($1.10M); net retention 118% vs 112% plan ($0.64M).
Cost of revenue, $980K over: hosting grew with usage ($560K); the reserved-instance renewal moved to Nov ($420K).
Sales and marketing, $810K over: fall event spend pulled forward from Q4 ($520K); 2 AE hires started early ($290K).

Write commentaryAccepted

Done. The 3 drafts are in the Commentary column for each line owner to review.

Ask anything

AI can make mistakes. Please double-check responses.

Approvals

9+3 forecast

Action	By	When
Approved	Daniel Osei, CFO	Oct 23
Submitted	Maya Lindqvist	Oct 23
Draft saved	Maya Lindqvist	Oct 20

Sep close · FY26

Variance and 9+3 reforecast

9 months actual (Jan to Sep) + 3 months forecast (Oct to Dec)

Scenario9+3 forecast

PeriodSep 2026

Submit 9+3 forecast

Revenue, YTD actual

$48.20M

+3.8%vs budget $46.44M

Operating income, YTD actual

$3.98M

+15.9%vs budget $3.44M

FY operating income (9+3)

$5.98M

+19.6%vs FY budget $5.00M

Commentary, lines over $500K

3 of 3

3 drafted, 1 reviewed

P&L variance by line

Jan to Sep, $K. Variance is favorable / (unfavorable).

P&L line	Actual	Budget	Variance	Var %	Commentary	Status
Subscription revenue	39,640	37,900	+1,740	+4.6%	2 enterprise expansions closed a quarter early ($1.10M); net retention 118% vs 112% plan ($0.64M).	Agent draft
Services revenue	8,560	8,535	+25	+0.3%
Total revenue	48,200	46,435	+1,765	+3.8%
Cost of revenue	13,980	13,000	(980)	(7.5%)	Hosting grew with usage ($560K); reserved-instance renewal moved to Nov, so Q3 ran on demand ($420K).	Agent draft
Sales and marketing	15,410	14,600	(810)	(5.5%)	Fall event spend pulled forward from Q4 ($520K); 2 AE hires started early ($290K). Timing only: Q4 events drop $520K.	Reviewed
Research and development	9,870	10,350	+480	+4.6%
General and administrative	4,960	5,050	+90	+1.8%
Operating income	3,980	3,435	+545	+15.9%

Q4 drivers

Oct to Dec, $K · editable drivers

Driver	Budget	Forecast	Source
Revenue	16,565	16,900	Sep run rate × 3
Cost of revenue	4,500	4,820	28.5% of revenue
Event spend	1,200	680	Maya Lindqvist, Oct 23
Other opex	9,300	9,400	Headcount plan

Full-year outlook

Full year	Budget	Outlook (9+3)	Variance
Revenue	63,000	65,100	+2,100
Costs	58,000	59,120	(1,120)
Operating income	5,000	5,980	+980

FY26 variance and reforecast

Variance Analyst

Commentary, Sep close

I draft variance commentary from the GL, CRM and event plans. Owners review every draft before it counts.

Draft commentary for lines over $500K

P&L variance by line, Sep YTD(8 rows)GL detail, cost of revenue(412 rows)CRM expansions closed, Q2 and Q3(14 rows)Event spend by quarter(6 rows)

3 lines are over $500K and explain $3.53M of gross variance. Drafts:

Subscription revenue, $1.74M ahead: 2 enterprise expansions closed a quarter early ($1.10M); net retention 118% vs 112% plan ($0.64M).
Cost of revenue, $980K over: hosting grew with usage ($560K); the reserved-instance renewal moved to Nov ($420K).
Sales and marketing, $810K over: fall event spend pulled forward from Q4 ($520K); 2 AE hires started early ($290K).

Write commentaryAccepted

Done. The 3 drafts are in the Commentary column for each line owner to review.

Ask anything

AI can make mistakes. Please double-check responses.

Approvals

9+3 forecast

Action	By	When
Approved	Daniel Osei, CFO	Oct 23
Submitted	Maya Lindqvist	Oct 23
Draft saved	Maya Lindqvist	Oct 20

Sep close · FY26

Variance and 9+3 reforecast

9 months actual (Jan to Sep) + 3 months forecast (Oct to Dec)

Scenario9+3 forecast

PeriodSep 2026

Submit 9+3 forecast

Revenue, YTD actual

$48.20M

+3.8%vs budget $46.44M

Operating income, YTD actual

$3.98M

+15.9%vs budget $3.44M

FY operating income (9+3)

$5.98M

+19.6%vs FY budget $5.00M

Commentary, lines over $500K

3 of 3

3 drafted, 1 reviewed

P&L variance by line

Jan to Sep, $K. Variance is favorable / (unfavorable).

P&L line	Actual	Budget	Variance	Var %	Commentary	Status
Subscription revenue	39,640	37,900	+1,740	+4.6%	2 enterprise expansions closed a quarter early ($1.10M); net retention 118% vs 112% plan ($0.64M).	Agent draft
Services revenue	8,560	8,535	+25	+0.3%
Total revenue	48,200	46,435	+1,765	+3.8%
Cost of revenue	13,980	13,000	(980)	(7.5%)	Hosting grew with usage ($560K); reserved-instance renewal moved to Nov, so Q3 ran on demand ($420K).	Agent draft
Sales and marketing	15,410	14,600	(810)	(5.5%)	Fall event spend pulled forward from Q4 ($520K); 2 AE hires started early ($290K). Timing only: Q4 events drop $520K.	Reviewed
Research and development	9,870	10,350	+480	+4.6%
General and administrative	4,960	5,050	+90	+1.8%
Operating income	3,980	3,435	+545	+15.9%

Q4 drivers

Oct to Dec, $K · editable drivers

Driver	Budget	Forecast	Source
Revenue	16,565	16,900	Sep run rate × 3
Cost of revenue	4,500	4,820	28.5% of revenue
Event spend	1,200	680	Maya Lindqvist, Oct 23
Other opex	9,300	9,400	Headcount plan

Full-year outlook

Full year	Budget	Outlook (9+3)	Variance
Revenue	63,000	65,100	+2,100
Costs	58,000	59,120	(1,120)
Operating income	5,000	5,980	+980

Headcount plans

Plan headcount against the budget

Hiring managers submit requests against the plan, see the cost against the budget as they type, and finance reviews them in the same app.

Headcount modeled across growth scenarios
Approval workflows for compensation budget
Actual headcount tracked against plan

Read how Affirm built it

FY27 plan · Working version

Headcount and comp plan

ScenarioBase

New request

Actual headcount

376

94.2% of plan

Plan headcount

399

23 open requisitions

FY27 loaded cost

$71.26M

−1.5%vs budget $72.35M

Budget left

$1.09M

1 department over budget

Plan vs budget by department

Headcount, and FY27 loaded cost in $K

Department	Actual	Open	Plan	Plan cost	Budget	Variance
Engineering	142	9	151	31,420	31,800	−380
Sales	96	8	104	17,960	18,400	−440
Customer Success	54	3	57	7,640	7,850	−210
Marketing	38	2	40	6,210	6,100	+110
G&A	46	1	47	8,030	8,200	−170
Total	376	23	399	71,260	72,350	−1,090

Budget left by department

FY27 budget minus plan cost, $K

Engineering+380

Sales+440

Customer Success+210

Marketing−110

G&A+170

0200400

Open requisitions

All departments · 23 open · select a department to filter

Req	Role	Department	Level	Start date	Base salary	FY27 cost	Status
REQ-2733	Staff engineer, Platform	Engineering	L5	Feb 1, 2027	$210,000	$246,400	Approved
REQ-2741	CSM, Mid-market	Customer Success	L3	Feb 1, 2027	$96,000	$112,640	Approved
REQ-2744	Account executive, Mid-market	Sales	L4	Mar 1, 2027	$120,000	$128,000	In review
REQ-2758	Support engineer	Customer Success	L3	Mar 1, 2027	$105,000	$112,000	Approved
REQ-2752	Product marketing manager	Marketing	L4	Apr 1, 2027	$141,000	$135,360	Needs CFO
REQ-2766	CS operations analyst	Customer Success	L2	May 1, 2027	$90,000	$76,800	In review

Spend control

Let an agent collect the expense forecast

An expense forecast agent collects parameters from budget owners, builds the forecast from operational drivers, and routes it for review.

Driver-based models that categorize and predict spend
Budget owners update monthly forecasts directly
One live view of total spend for finance

Expense Forecast Agent

Loomwork

SOFTWARE

Budget requestsHeadcount planRollupVersions

FY27 Working v3EngineeringLV

Engineering · FY27 budget request

Envelope set by FP&A on Sep 30 · Due to FP&A Oct 24

Submit for approval

FY27 request

$11.81M

+7.1%vs FY26 forecast $11.02M

Target envelope

$11.50M

Set by FP&A

Gap to target

+$305K

Over the envelope

Request vs envelope

102.7%

Budget lines

Edit the FY27 request. Lines growing more than 10% need a justification.

Edit data

	Category	FY25 actual	FY26 forecast	FY27 request	Change	Status
1	Headcount (6 open roles)	$5,880,000	$6,420,000	$6,980,000	+8.7%	Submitted
2	SaaS and software	$968,000	$1,115,000	$1,240,000	+11.2%	Needs justification
3	Cloud infrastructure	$1,940,000	$2,310,000	$2,655,000	+14.9%	Needs justification
4	Consulting and contractors	$1,020,000	$780,000	$520,000	-33.3%	Approved
5	Travel and events	$352,000	$395,000	$410,000	+3.8%	Approved
+

Approval

Step 1 of 3

Department head

Lena Varga

2 lines open

FP&A review

Priya Nair

Waiting

CFO approval

Marcus Ilunga

Waiting

Change vs FY26 forecast

FY27 request minus FY26 forecast

Headcount+$560K

SaaS+$125K

Cloud+$345K

Contractors-$260K

Travel+$15K

Comments and history

Priya Nair, FP&A · Oct 9

Cloud is up 14.9%. Justify it or trim; Engineering is $305K over the envelope.

Lena Varga · Oct 8

Headcount submitted: 6 open roles start in Q2.

Collections

Prioritize collections and track follow-up

Work aging invoices and unapplied payments on live data. Collectors assign accounts, add notes, and log promises to pay next to the invoice, without waiting on an ERP export.

Live invoice aging by customer
Assignments and notes saved to the warehouse
Agents flag accounts sliding past terms

Collections

AR aging · as of Oct 23

Collections

Past terms

$306.5K

+$48.2Kvs last week

Unassigned

$184.0K

1 account

Promised to pay

$41.9K

1 account

Accounts past terms

Customer	61–90	90+	Owner	Status
Amberleigh Health	$184,000	$0	Unassigned	Open
Corlett Retail	$62,400	$18,200	J. Park	In review
Corwin Logistics	$41,900	$0	J. Park	Promise to pay

Collection activity

	Customer	Action	Amount	Due
1	Corwin Logistics	Promise to pay	$41,900	Oct 31
2	Corlett Retail	Call logged	$80,600
3	Halden Foods	Paid in full	$22,300
+

61–90 days by customer

Amberleigh Health$184,000Corlett Retail$62,400Corwin Logistics$41,900

Agents with a specific job

Agents draft the commentary for owners to approve

Gathering context and drafting explanations are jobs you can check. Agents handle them, and nothing is final until an owner approves it.

1Gather contextWhen a line moves, an agent pulls the drivers from the GL, the plan, and the operational data behind it.
2Draft the explanationIt drafts commentary for the owner to edit, linked to the rows it used.
3Approve and recordThe owner approves, and the explanation is saved to the warehouse with who signed off.

Oct close flux review

Controllership

Flux review, October close

Accounts that moved more than $100K and 10% vs September need owner commentary.

EntityConsolidated

PeriodOct 2026

Accounts over threshold

+2vs Sep close

Explained

4 of 7

3 need owner commentary

Unexplained flux

$531K

Absolute, 3 accounts

Operating expenses, Oct

$14.82M

+3.2%vs Sep

Flux review

GL accounts over threshold, Oct vs Sep

Account	Owner	Sep	Oct	Flux	Flux %	Commentary	Status
5120 Cloud hosting	H. Ferrante	$1,180K	$1,342K	+$162K	+13.7%	Usage growth on 3 new enterprise tenants	Explained
6150 Recruiting fees	L. Brandt	$96K	$251K	+$155K	+161.5%	–	Needs commentary
6180 Employee benefits	L. Brandt	$1,120K	$1,290K	+$170K	+15.2%	–	Needs commentary
6310 Marketing events	T. Rhee	$410K	$262K	−$148K	−36.1%	Sep user conference; no Oct events	Explained
6420 Software licenses	H. Ferrante	$640K	$752K	+$112K	+17.5%	Dev tooling renewal moved from Nov to Oct	Explained
6720 Professional fees	O. Pratt	$318K	$524K	+$206K	+64.8%	–	Needs commentary
6810 Travel	T. Rhee	$205K	$92K	−$113K	−55.1%	Conference travel ended with September	Explained

Flux by account

Oct minus Sep, accounts over threshold

5120 Cloud hosting+$162K

6150 Recruiting fees+$155K

6180 Employee benefits+$170K

6310 Marketing events−$148K

6420 Software licenses+$112K

6720 Professional fees+$206K

6810 Travel−$113K

−$250K$0+$250K

Sign-off log

Append only

When	By	Action
Nov 3	Tobias Rhee	Approved 6310, 6810
Nov 3	Hana Ferrante	Approved 5120, 6420
Nov 2	Close checklist	Flagged 7 accounts

Flux Analyst

New chat

I draft flux commentary from the GL, AP invoices and HR data. Owners approve every draft before it's saved.

Ask anything

AI can make mistakes. Please double-check responses.

Finance teams running on Sigma

View all

75% employee adoption. 80% reduction in reporting time.How Yamaha Finance Runs Its Entire Financial Modeling Process in Sigma

0 data lag (real-time). 100% audit trail.How Affirm Is Building Data Applications in Sigma

90+ zero ad hoc reporting requests in the last 90+ days. 6x faster finance report creation. 5b 5 billion row datasets analyzed without extracts.Cowen Creates a Communal Environment for Self-service Analytics and Eliminates Ad-hoc Requests with Sigma

Explore finance apps built in Sigma

Working examples from the App Library. Open one to see how it works.

Browse the App Library

Budget and Variance Approvals
Analyze budget vs. actuals on live data. Track variances, update forecasts, and route approvals in a governed AI app.
See the app
Expense forecast agent
An agent collects parameters from budget owners, analyzes historical trends, and builds the forecast on live data, with the logic documented and an approval-ready memo.
See the app
Headcount & Compensation Planning
Plan and forecast headcount and compensation on live data. Model multi-year salary, bonus, and expense impact in a governed AI app.
See the app

Controls finance can sign off on

Built for teams that need auditability, access control, and one set of numbers that updates when the source changes.

Visit the Trust Center

Assumptions saved to the warehouse
Assumptions, commentary, and submissions entered in a report are saved to tables in your warehouse, with a full edit history.
Approval trails
Forecast submissions and approvals are recorded with who approved them and when.
Per-user OAuth
Connect with OAuth so queries run with each person’s own warehouse role.
Row- and column-level security
Reads and writes both inherit your table policies.
Audit trail
Audit logs record user activity, AI conversations, and edits to entered data, so you can see who changed what.
Your data stays put
Sigma queries your warehouse in place and never copies the data out.

Finance FAQs

How does Sigma change the month-end close?
Teams review results on live warehouse data as soon as the books close, investigate exceptions down to the transaction, and collect owner explanations in the same app instead of by email.
How long does it take to get started?
Most teams start with one report, usually the one that eats the first week of close, and build it on data already in the warehouse. There’s no migration to finish first, and you add the next workflow once the first one is working.
Do we need to learn something new?
If your team writes spreadsheet formulas, they can build in Sigma. The interface works like a spreadsheet, and Sigma Assistant can draft a formula, a pivot, or a whole workbook when you describe what you need.
Can we build collaborative budgets without emailing spreadsheets?
Yes. Budget owners enter their numbers and assumptions in the report, they’re saved to your warehouse, and finance sees submissions and edits in one place.
How do we track and explain budget variances?
Compare budget to actuals by any dimension on live data. Agents can draft explanations for the largest variances, and owners edit and approve them before they’re saved.
How does Sigma connect to our ERP?
Sigma reads ERP data once it lands in your cloud data warehouse, so finance works on the same tables as everyone else, with no separate extract.
Can each budget owner see only their own numbers?
Yes. Sigma inherits your warehouse’s row-level security, so each GM or budget owner sees and edits only their own cost center, in the same app finance uses.
How does Sigma handle what-if scenarios?
Change a driver in a scenario and the dependent calculations update. Scenarios save to the warehouse, so you can compare them and submit the one you choose.
Can treasury forecast cash on live data?
Yes. Model inflows and outflows on live receivables, payables, and inventory, and consolidate inputs from finance, sales, and operations in one forecast.
Can our models run on the full general ledger?
Yes. Sigma runs calculations as SQL in your warehouse, so models work on the full ledger instead of a file that slows down as it grows. Analysts keep a spreadsheet interface and the formulas they already know.

Bring next month’s variance review

We’ll walk through it on your warehouse: explanations drafted, owners in the loop, and the forecast submitted.

Book a demo Start a free trial

Sigma for finance teams

Explain the variance

Reforecast with owners in the loop

Works like the spreadsheet you know

Your data team already built it

Start with the report everyone dreads

Formulas your team already writes

Review results and collect explanations

Model scenarios and submit the forecast

Plan headcount against the budget

Let an agent collect the expense forecast

Prioritize collections and track follow-up

Agents draft the commentary for owners to approve

Budget and Variance Approvals

Expense forecast agent

Headcount & Compensation Planning

Assumptions saved to the warehouse

Approval trails

Per-user OAuth

Row- and column-level security

Audit trail

Your data stays put

Bring next month’s variance review