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Financial planning software
Unlock your financial potential. Connect your organisation. Fine-tune your processes. Our forward-looking financial planning software and budgeting tools boost your efficiency and power data-driven decisions.
Trusted by 1,400+ global organisations
The frontier of financial planning services
Microsoft Dynamics 365
Imagine one single source of data. Our partnership with Microsoft Dynamics helps you flow through finance and budgeting processes.
IBM Planning Analytics
Automate your processes reliably using IBM's innovative planning, budgeting and forecasting tools. With features like driver-based planning and rolling forecasts, you'll make best practice your baseline.
Financial reporting
Task automation. Tangible insights. Real impact. Make closing books simpler than ever before with key insights in your hand much sooner. Bring a seismic shift to finance to your people with our financial reporting tools.
Better financial planning and visibility = better financial reports
Ready to lead the way in intelligent financial planning?
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Boost communication
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Customise workflows and get buy-in at every stage of your financial business plan. Changes you make carry over to connected plans, making collaboration effortless.
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Tailored to you
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Smooth integration with software you already use, including Excel and other Microsoft products. Rearrange elements with an intuitive drag-and-drop interface that puts you in the driver's seat.
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Automated processes
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Connect data points and automate the admin. Built-in intelligence guides your team to the right takeaways, every time.
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Clear visualisation
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For when words won't cut it. Easy-to-create dashboards and visual reports are your storytelling sidekicks, with charts, video, maps and more.
“Planning analytics is the best way to dramatically reduce admin time, allowing skilled finance professionals to focus on more strategic activities that will provide better value to our 29,000 savings members and 3,000 mortgage members.”
Plan for the future
Financial planning FAQs
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What is financial planning software?
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Our financial planning software helps you better budget, forecast and monitor performance through more efficient workflows. By automating the most time-consuming processes, you can free up time for strategizing, like setting the direction your business should be moving in.
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Why do I need budget planning and management tools?
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Having the right tools can unleash your finance team and wider business in lots of ways. Here's our top five:
- Trust the numbers: More accurate data for smarter decision-making
- Embrace the future: Simplified, realistic budgeting and forecasting process
- No more silos: Superior financial visibility and communication across your business
- Risk-free risk management: Reliable modelling and audit compliance
- One size fits none: Easily customisable features that can scale in line with you
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How much does your financial planning software cost?
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That depends on the size of your business and how much help you need to roll it out efficiently. We can give you an expert steer and a clear quote to go with it. Let's get to know each other.
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Do you work with businesses of certain sizes?
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From enterprise financial planning to local SMEs, we cover it all. Don't worry about wrestling with an off-the-shelf solution, though. We'll tailor our financial planning and analysis to suit you.
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How about different sectors?
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As a deeply experienced financial planning company, we know every industry is different. A budgeting process in the public sector looks different to those in finance, pharma or fashion, for example. We'll shape our offering to your sector too.
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Will my data be secure?
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Of course. We understand that the security of your employees’ data is paramount; we are fully certified against SOC2, ISO 9001 and ISO 27001 standards, and we're members of Cyber Essentials Plus.