Are you in control of your planning,
budgeting, and forecasting processes?

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Your Planning Process is Inflexible and Inaccurate

Does your current process require a significant amount of manual effort? This results in long planning cycles, localized documents, and decreased data accuracy, leading to increased costs and missing revenue targets.

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Lack of Consolidated End-to-End Visibility

Growing organizations often suffer from fragmented and siloed planning data along with the inability to efficiently coordinate operational and financial planning across departments. This delays processes, introduces copy-and-paste errors, and creates business inefficiencies.

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Missed Opportunities for Strategic Growth

Is your planning process set up for long-term success? 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.

Simplify Your Planning, Budgeting, and Forecasting
Process to Get to the Right Decisions Fast

Shrink Planning Cycles and Improve Team Productivity

Implement a robust and agile planning process 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. Automate all your tasks, requests and workflows to reduce planning cycles and improve team productivity. Continuously monitor and update your forecasts throughout the year for greater insight and increased agility. Adopt a repeatable, standardized process that easily updates to reflect any changes in your ERP system, while maintaining a full audit trail. Create models that reflect how your business works by building any type of form, supporting top-down, bottom-up, zero-based, and hybrid budgeting models.

insightplanning Budgeting Forecasting Software

Develop Accurate, Integrated Plans Across Your Entire 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 core 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, high-level production planning, FTE planning, purchase planning, and much more.

insightplanning Accurate Planning Forecasting

Scale and Adapt to Your Growing Business Needs

Easily scale your solution by adding more users, additional entities, and new planning areas, without requiring technical expertise. Streamline communication and collaboration across your organization with integrated workflows, analytics, and dashboards. Gain more control with built-in multilevel approvals and workflows that allow you to track the planning process without having to chase users back and forth through email. Boost productivity and reduce errors with powerful spread rules, system-proposed forecasting based on actuals and other variables, and automatic consolidation of data.

insightplanning Real Time Reports

Consolidate Your Planning and Reporting

Create insightful reports and dashboards to handle everything from basic financial statements to multi-company reporting with operational consolidation and currency management. Combine actuals with budgets and forecasts so you can make the right decisions, fast, across your organization. Bridge the gap between financial and operational details, and drill into variances and commentaries to quickly identify anomalies and uncover the root cause.

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Get Up and Running Fast

Leverage prebuilt connectors and content to get up and running fast. Easily configure forms, reports, and dashboards to tailor your solution as needed along the way. Enjoy a fast time to value thanks to the intuitive, browser-based, Excel-like interface that builds on your existing skills.

insightplanning Visualization And Dashboards
4 Things To Look For In A Financial Planning Solution

4 Things to Look for in a Financial Planning Solution

As companies continue to invest in so many areas of the business, why is it that budgeting and planning processes remain manual and stale?

Companies are confronted with a number of choices when it comes to investing in the right reporting tool. Do I choose a solution that’s real-time and ERP integrated, or staged? What types of input do I care about seeing? Who do I involve in the process? Does this solution have the flexibility for newer methodologies like driver-based modeling, continuous planning, and integrated business planning? These are the right questions to be asking when choosing the best reporting solution to fit your needs, but do you really know what to look for? Make sure you clearly define all of your needs and the benefits of each tool to ensure that you choose the reporting solution that addresses them most efficiently.

Download this whitepaper for an inside look at:

  • Consolidating your data to take a one system approach
  • Using reporting to make your business more agile
  • The total cost of ownership for planning solutions and how to see benefits
  • The importance of focusing on ERP integration

Work with the #1 FP&A Solution Provider for ERPs and EPMs

Coop Sorvest

"With Bizview, the time spent on budget preparation has been significantly reduced. In addition to that, the quality of input has greatly improved."

Coop Sorvest Pål Sonesen Controller at Coop Sørvest View Customer Story

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