Case

From dozens of spreadsheets to one planning platform you can trust

For fintech startup Metics we built a web application for balance sheet, P&L and scenario planning - a clear alternative to scattered spreadsheets.

Metics 2020 - 2025 Data & integrations, Web applications View live (opens in a new tab)

custom web applicationreal-time calculation enginescenario planningcloud storageversion control

5 yrs

from first version to mature platform

90%

of spreadsheets contain errors - the challenge in one number

Metics is a fintech company on a mission: to revolutionise financial planning and decision making. They help businesses, entrepreneurs and finance professionals with user-friendly scenario planning software. We built the platform, from 2020 through to its completion in 2025.

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The planning model in Metics: P&L and balance sheet, calculated across multiple years

The challenge

In many companies, financial planning lives in a jungle of spreadsheets: manual input, formulas that differ just slightly per row, assumptions nobody can trace back. Research shows that nearly 90% of spreadsheets contain errors - and a single flawed formula or misplaced decimal can distort an entire forecast. The lack of version control makes it worse: who changed what, when, and why? And as the business grows, the spreadsheets do not grow with it: they slow down, crash on large datasets, and merging data sources becomes an error-prone chore. Can we build a platform that reduces errors, saves time and gives clear insight into financial models? That was the question Metics brought to us.

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Scenario models in Metics
Recalculating assumptions in real time

Our approach

Together with the Metics team we built a web application for balance sheet and P&L forecasting and scenario planning. We modelled the core logic in close collaboration with financial experts - robust enough for CFOs, clear enough for founders and managers. The key components:

  • An interface that feels familiar to Excel users, but is far less error-prone
  • Dynamic balance sheet and P&L models that recalculate in real time on every change
  • Multi-year forecasting, with scenarios side by side
  • Smart logic that understands how metrics interact - no formulas required
  • Easy collaboration and plan sharing with teams and advisors
  • Everything securely in the cloud, with full version control and a trail of every change

For five years we developed the platform onwards, from the first version in 2020 to a mature product. Along the way the calculation engine grew with increasingly complex models: consolidation across entities, indexations and what-if scenarios that had simply become unmaintainable in spreadsheets.

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The result

A platform where financial plans live in one place, can be shared with teams and advisors, and where every change can be traced. Planning becomes what it was meant to be: looking ahead, not auditing formulas. In 2025 we completed development and handed over a stable, mature product - Metics stands on its own feet and is live at metics.io.

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Balance sheet, forecasts and scenarios now live in one place - traceable, shareable and without manual formulas.

Let's talk

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