Financial planning and budgeting
Save up to 60% of your budgeting time with modern FP&A systems that support financial planning and forecasting
When is it worth implementing planning and budgeting tools?
Time-consuming budgeting
The planning process takes too long due to manual data collection, consolidation, and adjustments. Lack of automation slows down response to changes.
Limitations of spreadsheets
Excel struggles with advanced modeling, forecasting, and variance analysis. The more complex the data, the higher the risk of errors.
Data errors and collaboration difficulties
Manual data entry by multiple people without permission controls leads to inconsistencies and hinders reporting.
Lack of a single source of truth for financial data
Different teams use their own spreadsheets and systems, causing data chaos and making it difficult to make accurate decisions.
OFFER
How do planning and budgeting systems support finance departments?
Work on models dedicated to finance departments, featuring an analytical nature of planning and budgeting, built-in planning functionalities, and statutory and management consolidation.
Advanced profit and loss budgeting
Automate the P&L planning process by eliminating manual data aggregation. The system dynamically updates the budget in response to changes in revenues, costs, and margins, ensuring full alignment with the company’s strategic goals.
Integrated reporting of P&L, cash flow, and balance Sheet
Automatically generate consistent financial reports by seamlessly integrating the profit and loss statement, balance sheet, and cash flows. Manage cash flows efficiently, optimize working capital, and intelligently allocate costs between business units – all in one place, available immediately.
Dynamic forecasting and scenario modeling
Quickly test different business scenarios by changing key assumptions. Forget about time-consuming and error-prone Excel – get results instantly. Use predictive forecasting, what-if analysis, and intelligent forecast versioning with a full history of changes.
Sales planning and forecasting
Use sales models that allow you to forecast revenues under different scenarios, analyze demand dynamics, and adjust pricing strategies.
Multidimensional analysis – no more manual data merging
Plan and analyze information by any segments – customer, product, or region – without spending hours on spreadsheets. With a single click, drill down into the data and extract key details. Multidimensional filters, advanced exploration, and automatic data aggregation turn complex analyses into an intuitive process.
Precise planning of labor costs and fixed assets
Model the staffing level based on anticipated operational needs, plan and control the budget for salaries, bonuses, and other personnel-related costs.
Discover the capabilities of advanced controlling tools
Shorten the planning and budgeting time in your company
TECHNOLOGIES FOR FINANCE
We will select an FP&A system tailored to your needs from among the world-class leaders
Check out the capabilities offered by planning and budgeting tools, and we will help you choose the solution best suited to your organization. The systems in our portfolio regularly rank among the top positions in Gartner and BARC rankings as leaders in FP&A technology.
Efficient planning for large organizations with advanced financial analytics
- Integration with Excel spreadsheets and browser-based access.
- Driver-based planning modeling and real-time forecasting capabilities.
- High performance and flexibility when working with large datasets.
- Expandable with AI and predictive analytics.
A single platform integrating all financial processes - planning, reporting, and analysis
- Cloud-first model ensuring scalability and easy collaboration.
- Dynamic addition of analytical dimensions without system reconstruction.
- Real-time simulation of various business scenarios.
- Application marketplace for extending functionality without additional implementations.
Intuitive and quick implementation for companies seeking simplicity in financial planning
- Automatic consolidation of budgets from different departments without manual data merging.
- Consistent real-time reporting on a single dashboard.
- Reduced implementation time thanks to ready-made models.
- User-friendly interface facilitating adaptation for business users.
Flexible planning for companies requiring collaboration and rapid scenario analysis
- Ability to integrate various departments and processes into a single ecosystem.
- Fast analysis and simulation of “what-if” scenarios.
- Real-time work and full collaboration between teams.
- Scalable solution tailored to the growing needs of the business.
How do we work?
The experience and expertise of our consultants enable us to offer flexible support tailored to the current needs of your company.
SYSTEM UTILIZATION
In what areas are FP&A systems used?
FP&A systems are used across various sectors, automating planning and analysis, streamlining reporting, and supporting decision-making in dynamic business environments.
Manufacturing
FP&A systems support cost optimization and production resource planning, enabling efficient management of manufacturing processes.
Retail and e-commerce
In retail, these systems provide accurate sales forecasting, supporting inventory management and pricing strategy optimization.
Professional services
Service companies use FP&A to increase project profitability and efficiently manage service delivery costs.
Financial departments
Integrating budgeting with reporting streamlines financial processes and supports creating multidimensional analyses for management.
Sales departments
Target planning and resource allocation enable setting realistic goals and optimizing sales processes.
HR departments
Compensation budgeting and workforce planning streamlines HR processes and supports strategic personnel decision-making in the organization.
WHY US?
For over 17 years, we've been supporting CFOs in optimizing financial processes
Our services include comprehensive support, the implementation of modern systems, as well as long-term assistance and optimization in the field of financial data management
Winner of the IBM Partner Recognition Award
The prestigious IBM Partner Recognition Award is the best confirmation that we deliver top-quality solutions to our clients that genuinely support their business.
17-year partnership with IBM
We have 17 years of experience working with IBM tools and continuously enhance our qualifications to deliver the latest solutions and best implementation practices.
System customization to meet specific needs
We implement systems tailored to your business needs and regulatory requirements (IBM, Lucanet, Onestream).
Our competencies
17 years
of Market experience
5
Leading CPM systems in the offer
300+
Completed projects
60+
Experienced Consultants
CASE STUDIES
Companies where we have improved the planning and budgeting process
See how we helped our clients reduce planning and budgeting time.
BLOG
Learn more about topics related to planning and budgeting
Practical knowledge for CFOs and finance teams – the latest trends, strategies, and tools that optimize financial planning in the company.
xP&A with IBM Planning Analytics
Read more
What are the stages of budget planning in a company?
Learn the stages of budget planning in a contemporary, modern enterprise. Please read our article!
Read more
What can you gain from financial planning?
Finance Planning and Analysis, in short FP&A, is a set of activities that support the financial condition of an organization
Read more
CONTACT
Let's talk about your project
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