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Finance Planning software

Financial Planning

Keep your business on track with our financial planning and analytics solutions.

Financial planning software to suit you

Effective and efficient financial planning is central to the success of your business. Your organisation needs to be able to react swiftly to the challenges it faces on a daily basis.

You need to assess performance, revise targets, create budgets and make decisions that are in the best interests of the company. But outdated, laborious processes can cause costly delays, keeping you stuck in the daily admin and away from the insights you need to be a strategic partner for your business.

We deliver an integrated solution to help your finance team boost efficiency, streamline tasks and free up time to focus on providing data-driven advice and guidance. Whether it be forecasting, reporting, budgeting, or anything else, our financial planning software is designed to help you achieve your goals.

Key benefits of our financial planning software:

  • Automated processes for faster planning cycles
  • Greater process visibility and streamlined, multi-participant planning
  • Facilitates best practice, such as driver-based planning and rolling forecasts
  • Fast, flexible what-if scenario modelling
  • Increases forecast accuracy with embedded forecasting capabilities

Informed Financial Planning

In an increasingly digital age, you need the right solutions to accelerate your development, rather than hinder your progress. That’s exactly what you’ll get with our financial planning software, which can offer:

Guided Planning

Create customised workflows to increase participation in the financial planning process as well as devise plans across many different stages with various due dates.

Automated Planning Processes

With everything sat in a single application, any changes to one plan will be automatically reflected in all connected plans to reduce repetitivr admin

Excel add-on

The familiar front end of Excel allows your people to quickly adopt more advanced financial planning capabilities as part of  your existing operations.

Visualisation options

Use charts, images, video, text and maps to help tell your story and measure performance for greater communication and collaboration with stakeholders and other departments

Self-service modelling

Use our financial planning and budgeting tools to assess how various courses of action could play out, so you can make the right decisions for your organisation.

Multi-dimensional analysis

Pull data from a wide range of systems to create a more detailed analysis in a far more time-efficient manner.

Get in touch to book your financial planning demo

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Microsoft Dynamics 365

Our partnership with Microsoft Dynamics means we can offer supporters your complete finance processes, from transaction to close, alongside advanced planning and consolidation capabilities. Reduce your closing times thanks to an array of streamlined procedures. 

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IBM Planning Analytics

We help organisations automate processes for faster and more accurate planning, forecasting, budgeting, and ad-hoc reporting, all through our partnership with IBM Planning Analytics.

Our customers can facilitate best practices, such as driver-based planning and rolling forecasts, and automatically create compelling visualisations that allow business users to measure performance in the context of their specific roles.  

Finance Planning FAQs

Our financial planning software allows you to budget, forecast and monitor performance via more effective, efficient workflows. It means you can automate some of your most time-consuming processes and free up your leaders to think more strategically about the direction your business should be moving in.

No, our finance and budget planning tools can be used by organisations big or small. We’ll tailor our solutions to suit your requirements, so you know you’re receiving a bespoke service.

Your finance team doesn’t want to be held back by laborious tasks that prove a huge drain on time and resources. With informed financial planning and the software to match, you can overcome this challenge and propel your business towards a more prosperous future.

Yes, we’re happy to shape our offering to suit you, regardless of the industry or sector in which you operate.

This will depend on a number of factors, such as the size of your business and how much support you need from us in terms of implementing the financial planning and budgeting software.

Yes, the cloud-based system means you have full autonomy over levels of access while any sensitive data is securely protected via a range of measures and controls.