Monthly accounting and budget projection process

Monthly accounting and budget projection process#

Each month, we update our budget projections with the latest accounting data. This is a two-step process:

  1. CS&S notifies us that the books are closed for the previous month in SAGE Intacct.

  2. CS&S updates the revenue/expenses in our runway model and projections sheet with the latest actuals.

We then use this as an opportunity to:

  • Confirm that our accounting transactions look correct.

  • Flag any items that require extra attention, such as contracts that will expire soon.

  • Update our financial projections and calculate a new runway for 2i2c.

For the detailed process and all key links, see the budget projections page.