Think outside the cell

See how Whitebirch revolutionizes financial modeling and analytics using a patented layering technology and object-based design.


Alexia Pereira is a member of the PFM Solutions Support Team. She works with clients every day helping them get to the answers they seek from their financial modeling exercise. In this video she discusses what clients like best about the Whitebirch Financial Modeling Platform.


Training is organized around the two primary user types: Power user training is for the individuals responsible to building and maintaining models.

Strategic user training focuses on the Presentation Deck capabilities of the platform. These users are typically responsible for analyzing and presenting the outcomes from the modeling exercise.

Director of Training, Quinn Henry, discusses the keys to client success.

Eliminating Model Risk

Whitebirch clients know their projections are correct. Built-in business and accounting rules help control and enhance model integrity and the accuracy of all projections.

Many organizations operate with black box models. Senior Solutions Consultant Michael Nicolescu explains what they are and how they introduce risk into the organization.


Creating financial models typically requires multiple people building, reviewing, approving, and presenting the outcomes. For many organizations this means passing around files and data, which sometimes leads to accuracy, data integrity, and version control issues.

PFM Solutions CTO Kel Hoffmann discusses how the Whitebirch platform eliminates version control issues.

The beauty of the Whitebirch Platform

Senior Quality Assurance Engineer, Doug Shapiro gives his views on the beauty of the Whitebirch platform.

Financial Model Version Control

What is the Achilles Heel of spreadsheet models? PFM Solutions CTO Kel Hoffmann explains.

Whitebirch features for independent schools

Solutions Specialist, Eva Domi, discusses the features in the Whitebirch On Demand for Independent Schools solution.

Financial Modeling Features for Utilities

Solutions Specialist Rob McInerney discusses Whitebirch features for Utilities.

PFM Experience in the Utilities sector

PFM Soutions President, Brett Matteo, discusses PFM’s experience in the Utilities sector.

Whitebirch On Demand for Local Government

Director of Local Government Solutions, Dan Berger, discusses the Whitebirch On Demand for Local Governments solution.

PFM and Local Governments

PFM Solutions President, Brett Matteo, discusses our experience working with local governments.

Valuable features for Higher Education

Solutions Specialist, Brandon Rosenbluth, discusses the features higher education clients love about the platform.

Higher Education domain expertise

PFM Solutions President, Brett Matteo, discusses our experience working with higher education institutions.


Whitebirch features a customizable presentation modality. Users can design and build decks, comprising as many slides as needed, to drive and present results. These decks are interactive with the underlying model. Updates to assumptions, variables, initiatives, and projects immediately and organically update the user-defined reports and graphs on the decks.


Collaboration is essential for building consensus and making smarter business decisions. Whitebirch offers the ability for multiple users to access, use, and change the model at the same time. For changes in the modeling engine, a change log is provided to track changes to the underlying model, in its totality, by object, or even line item.

Unlike legacy financial modeling options, the Whitebirch Financial Modeling Platform is designed for collaboration. Director of Training, Quinn Henry, discusses how Whitebirch brings modelers and non-modelers together.


The object-oriented design of the Whitebirch platform ensures complete transparency into model calculations, formulas, and logic. Users can drill down to the detailed explanations of any number or resultant in their model. No more tracing precedents from cell to cell and sheet to sheet.

If the underlying formulas, calculations and logic in your model are not transparent, stakeholders will not be confident in the outcomes. CTO Kel Hoffmann discusses how to build confidence in your models.


Whitebirch models are easy to build, manage, and validate. All of these attributes are born of our object-oriented architecture, which permits users to design, build, manage, validate, and even change the projection logic of model elements in a single location. Once built, the validated logic may then be shared by other objects; that is, the objects on which the projections are based inherit the logic of the parent object. When building or changing logic, users need not change every element of the model, just the parent objects. This concept of inheritance is central to Whitebirch’s value.

Most financial modelers are adept at working with spreadsheets and cells. Many have developed sophisticated "moves" to overcome the inherent limitations of spreadsheets. The Whitebirch Financial Modeling Platform is designed with objects, not cells. CTO Kel Hoffmann explains why this is important.


Whitebirch owns a patent for a revolutionary concept known as layering. Using layers, every line item can have any number of versions (i.e. plan, budget, actual or base, best and worst). This gives stakeholders the ability to get more answers from their models. PFM Solutions CTO Kel Hoffmann explains.

Understanding Your Financial Future

Financial Modeling is about decision-making. The whole point of building a financial model is to better understand your financial future. You have an organic business where the variables will change in the future – and you want to know what will happen. PFM Solutions President, Brett Matteo, offers his views on this important topic.