Bizview
Accelerate Business Growth With Connected Budgeting & Planning
See for yourself why 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
Are You in Control of Your Budgeting and Planning Processes?
Inflexible and Inaccurate Planning Processes
Can you rely on your data and make sound business decisions when you’re dependent on manual, spreadsheet-driven planning methods? Rigid planning processes are challenging to manage and overly time-consuming, often resulting in decreased data accuracy.
Lack of Consolidated End-to-End Visibility
Growing organizations often suffer from fragmented and siloed planning data and the inability to efficiently coordinate operational and financial planning across departments. This delays processes, introduces copy-and-paste errors, and creates inefficiencies.
Missed Opportunities for Strategic Growth
When teams are unable to model and test scenarios to best forecast sales, cashflows, etc., you run a risk of missing opportunities for strategic growth. This inability to accurately locate data (such as working capital) leads to business inefficiencies.
Holistic, Integrated Planning for Your Business
Shorten Complex Planning Cycles and Improve Team Productivity
Implement agile planning processes to improve budgeting and forecasting accuracy and shorten cycle times. Create a single source of truth that is always up to date and available any time, on any device, allowing businesses users easy access to critical planning data. Automate all your tasks, requests, and workflows to improve team productivity while continuously monitoring and updating your forecasts throughout the year. Accelerate decision-making to quickly adapt to market changes, optimize resource allocation, and stay ahead of the competition.
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Develop Accurate, Integrated Plans Across Your Organization
Integrate planning across departments for greater accuracy and strategic impact. Extend planning to other business areas using driver-based planning and advanced forecasting models for greater accuracy. Enable frontline workers who understand your business best to participate in the planning process. Create sales budgets, production budgets, cost budgets, employee budgets, project budgets, purchase budgets, sales forecasts, cash flow forecasts, workforce planning, occupancy planning, production planning, FTE planning, purchase planning, and much more.
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Scale and Adapt to Your Growing Business Needs
Easily scale your web-based solution by adding more users, additional entities, and new planning areas, without requiring technical expertise. Streamline communication and collaboration across your business with integrated workflows, analytics, and dashboards. Gain more control with built-in multilevel approvals and workflows that allow you to track the planning process as your business needs grow and evolve. Boost productivity and reduce errors with powerful spread rules, system-proposed forecasting based, and automatic consolidation of data.
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Seamlessly Pull Live Planning Data Directly into Excel
Experience the ease of integrating live planning data from Bizview directly into your preferred workspace—Excel. Our advanced platform empowers accountants and FP&A analysts to harness their skillset in native Excel, optimizing planning and analysis efficiency. No more juggling between systems or settling for Excel-like features; with Bizview, enjoy direct access to real-time data, enhance your productivity, and make informed decisions swiftly. Elevate your financial planning game with a solution that respects your expertise and amplifies your analytical capabilities.
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Adopt Continuous Planning and Enable Rolling Forecasts
Bizview’s dynamic, scalable platform and powerful planning features helps businesses seamlessly update their forecasts based on real-time data and market changes, ensuring agility and adaptability in decision-making processes. A centralized and collaborative planning environment empowers teams to work together, in real-time, to align goals and strategies across the organization. Utilize scenario modeling, top-down, bottom-up, zero-based, and hybrid budgeting models to drive proactive decision-making, all within a familiar excel like interface.
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Seamless integration with your ERP/EPM, realtime data feed & IT-free export features
Connect to 140+ ERPs and EPMs export and view render data without an IT expertise
Level Up Your Planning with Bizview's Robust Planning Features
Workflow Automation and Collaboration
Advanced, customizable workflows allow businesses to define roles, responsibilities, and approval processes at each stage of the planning process, facilitating collaboration and allowing users to share data, reports, and insights with team members in real-time.
Modern, Web-based Platform
Bizview’s cloud-based platform delivers a convenient and accessible way for users to leverage its planning capabilities. Users can work on budgeting, forecasting, and reporting tasks from any location with internet connectivity.
Powerful Planning & Dashboarding Capabilities
End-user-driven modeling capabilities, including top-down, bottom-up, driver-based, what-if, and zero-based models, enable users to build detailed budgets, forecasts, plans. Bizview’s drag-and-drop interface makes it easy to design and customize dashboards.
Centralized, Consolidated Planning Database
Bizview’s easily integrates data from various sources into a central repository, ensuring all data is consistent and accurate for planning and analysis purposes. The centralized database supports data governance practices, ensuring data security and compliance.
All Types of Advanced Forecasting
Businesses can utilize Bizvew for a variety of forecast types, including sales forecasts, cash flow forecasts, demand forecasts, purchase planning, high-level production planning, FTE planning, workforce planning, occupancy planning, costs forecasts, and more.
Excel Integration for Effortless Analysis
Unlock the true potential of your data with Bizview’s Excel integration. Easily pull live planning data directly into Excel, allowing accountants and FP&A analysts to work in their preferred environment. Enhance your planning and analysis with the tools you trust.
The insightsoftware Platform
Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an Al-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer.
