Set up from files
- 1Upload your Excel model
- 2Connect your ERP and BI tools
- 3Review and apply
See how Foresail sets up a group in two steps: upload the Excel model, then connect the ERP and BI tools. Pick a sample: every figure in it is made up. Download the files to see how messy they are.
We give employees access to wages they have already earned, through their employer. UK trading company, a Spanish subsidiary and a UK holding company. Revenue is a fee per withdrawal.
Xero: Northwind UK Ltd, Northwind España SL and Northwind Holdings Ltd are connected (demo).
1. Excel model
- Foresail sample - Northwind budget FY27.xlsx · Budget workbook: merged entity headers, months across, a hidden subtotal row
- Foresail sample - Northwind board pack Sep-26.pdf · Board pack with a P&L table
- Foresail sample - Northwind KPIs.csv · KPI sheet, wide: one row per KPI and entity, months across
- Foresail sample - Northwind chart of accounts.csv · Chart of accounts
Road freight and warehousing for retailers in the UK and Ireland. We charge per shipment, plus storage and fuel surcharges.
Xero: Not used: this sample is on QuickBooks, so its actuals come from the QuickBooks export.
1. Excel model
- Foresail sample - Harbour Freight budget 2027.xlsx · Budget workbook: a sheet per company, months across, account codes
- Foresail sample - Harbour Freight KPI tracker.csv · KPI tracker: accounts, shipments, revenue and cost per shipment, on-time delivery
- Foresail sample - Harbour Freight chart of accounts.csv · Chart of accounts
2. ERP export
- Foresail sample - Harbour Freight UK QuickBooks Profit and Loss Jan-Sep 2026.xlsx · QuickBooks Profit and Loss by month export: account numbers in the names, costs as positives, its own totals