Forge new paths with financial planning.
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. Utilise effective scenario planning, improve your business agility, and give your shareholders exceptional value.
Ready to lead the way in intelligent financial planning and analysis?
Our cutting-edge financial planning and budgeting software helps organisations and finance pros reach their true potential and realise their forecasts. Sail through every process from budget preparation to management and reconciliation.
Boost communication
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.
Tailored to you
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.
Automated processes
Connect data points and automate the admin. Built-in intelligence guides your team to the right takeaways, every time.
Clear visualisation
For when words won't cut it. Easy-to-create dashboards and visual reports are your storytelling sidekicks, with charts, video, maps and more.
Insightful 'what if?' analysis
Build your collective intelligence. Predict the future from real data and shape your next move with effective scenario planning.
Predict invoices
Know your customers. Predict their payments. Build better budgets.
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.
“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.”
Market Harborough Building Society
Financial reporting
Task automation. Tangible insights. Real impact. Learn more about financial reporting.
Better financial planning and visibility = better financial reports
Discover. Learn. Grow.
Financial planning FAQs
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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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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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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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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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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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Of course. You'll have full control over access, while your sensitive data is protected by an army of tough tools and measures.
