Variance
Variance analysis
Oct 2026 vs Sep 2026, expense spike flagged for review.
Variance
Showing lines that moved 10% or more, plus new and dropped lines.
| Item | Category | Baseline | Current | Delta | Change (%) | Status | Reason | Trend | |
|---|---|---|---|---|---|---|---|---|---|
| Contract Labor | Expense | $1,200.00 | $6,200.00 | +$5,000.00 | +416.7% | Unfavorable | Moved 10% or more | ||
| Office Supplies | Expense | $200.00 | $890.00 | +$690.00 | +345.0% | Unfavorable | Moved 10% or more | ||
| Professional Services | Expense | $2,600.00 | $2,210.00 | -$390.00 | -15.0% | Favorable | Moved 10% or more |
What your deliverable looks like
Built from the variance data above: the month’s totals, the decision it raises, and who owns it.
Revenue
$101,200.00
-$7,700.00 (-7.1%) on Sep 2026
Expenses
$14,800.00
+$5,400.00 (+57.4%) on Sep 2026
Net income
$86,400.00
-$13,100.00 (-13.2%) on Sep 2026
Review October contract labor invoices
- Why now
- Contract labor rose $5,000 on September, the largest movement this month.
- Owner
- Ops lead
- Due
- November 14
- Next step
- Separate the recurring invoices from the one-off ones.
What the paid plans add
Cash scenarios
A 13-week cash projection from your opening balance and burn, compared across conservative, base and aggressive cases.
AdvisorWorking doc
The internal file you review before the client pack goes out: the month's variance drivers and the open decisions with their owners, in one download.
AdvisorYear-over-year comparison
This month against the same month last year, to separate seasonal patterns from real changes.
PracticeBudget vs actuals
Upload a budget to see attainment, flag over-budget lines and track progress against plan.
PracticeYour firm's branding
Client packs and PDFs carry your firm's name and logo.
Advisor