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Uplift Bridge — Planner

Revenue forecasting that shows its work.

A forecast that can't explain where its numbers come from is a wish list. Bridge Planner traces every projection to a signed agreement, a pipeline opportunity, or a historical pattern. Revenue, margin, and hours across configurable horizons — 3, 6, 12, or 24 months — with scenario modeling and goal tracking.

No per user fees, ever.

A forecast that can't explain where its numbers come from is a wish list. Bridge Planner shows its work — every projection traces back to a signed agreement, a pipeline opportunity, or a historical pattern.
— Tommy Spann, founder

How this actually gets used

Nobody can trace a spreadsheet number back to anything real

The Old Way

Someone asks how you got to next quarter’s revenue number in the spreadsheet forecast, and the honest answer is “I took last quarter and added 10% because that felt right.” There’s no way to trace it back to actual signed deals or pipeline probability.

Testing a decision means rebuilding the spreadsheet by hand

The Old Way

You want to know what happens to revenue if that big pipeline deal closes, or if utilization drops 10%. Testing it means duplicating the spreadsheet, changing a few cells by hand, and hoping you didn’t break a formula somewhere else.

Grounded in signed agreements

Every revenue projection traces to a source: active SOW terms, pipeline opportunities with probability weights, historical patterns from completed engagements. The basis inspector shows exactly how each number was derived — no black box.

Goals and scenario modeling

Set revenue targets by month, catalog line, or team — then watch the forecast track against them. Run scenarios: what if this pipeline deal closes? What if utilization drops 10%? The forecast updates in real time as you adjust assumptions.

Catalog-level breakdowns

Revenue doesn't come from 'the firm' — it comes from specific service lines. Forecast breaks down by catalog SKU, so you can see which service lines are growing, which are flat, and which need attention.

Detail screenshot

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Bridge replaces

Kantata BI dashboards
Forecast.app
Excel revenue models
QuickBooks reports

One product, one bill, one source of truth — instead of stitching 4 subscriptions together.

How Bridge compares to Kantata

Kantata's approach

Kantata has project accounting and business intelligence for enterprise services firms. Revenue recognition, resource forecasting, profitability analytics. Comprehensive — but it requires a multi-week implementation and $30–59/user/month pricing.

\$390–590/mo for 10 users on Kantata mid-tier

Choose Kantata if: you have 100+ staff, need enterprise revenue recognition, and have the budget for a PSA deployment.

Uplift Bridge's approach

Bridge Planner forecasts from the agreements and engagements you already have. No implementation. The basis inspector shows the derivation of every number — signed SOW terms, pipeline probability, historical patterns. Data confidence scores tell you where the forecast is reliable and where it's thin.

Bridge Planner add-on at \$39/mo flat (Team)

Choose Bridge if: you want revenue forecasting grounded in your existing agreements without a PSA implementation, or your team is under 100 people.

Frequently asked questions

No per user fees.
No forced contracts.
No sales call.

Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.