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Operating Intelligence vs FP&A

FP&A platforms (Mosaic, Cube, Datarails, Pigment) model the financial plan: budget, forecast, scenario, headcount. Operating intelligence platforms (Fairview) run the present operating reality: margin by channel, true ROAS, weekly cadence, next-best actions. They are different jobs.

Side-by-side

DimensionFP&A SoftwareOperating Intelligence
Primary buyerCFO, head of FP&ACOO, founder, head of ops
Primary jobPlan the futureRun the present
Time horizonAnnual + quarterly + scenarioWeekly cadence
Data scopeGL + budget + headcountGL + CRM + ads + ecom + subscription
OutputPlan, variance, scenarioDecisions, actions, alerts
ExamplesMosaic, Cube, Datarails, PigmentFairview

Where they overlap

Both categories produce a forecast. The difference: the FP&A forecast is the plan ("this is the number we will hit"), and the operating intelligence forecast is the projection ("based on current run-rate, this is the number we are likely to hit"). The first is a target; the second is a probability.

The two work in concert. FP&A sets the plan at the quarter. OI runs the weekly decisions that make the plan happen.

See operating intelligence in action.

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