Budgeting & Planning Solutions for Your Unique Business Needs
Plan frequently and accurately by automating and extending your planning processes. Implement rolling forecasts and scenario planning to drive better business decisions.
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Capabilities
Plan with Speed, Accuracy, and Agility
Simplify and automate your budgeting and planning activities to improve data quality and visibility. Easily scale your solution by adding more users, additional entities, and new planning areas. Streamline communication and collaboration to extend planning with integrated workflows, analytics, and dashboards.
Use Cases
Learn How to Level up Your Budgeting & Planning Processes
Align your strategic business goals with integrated budgeting, planning, and forecasting. Empower your business with actionable insights to make data-driven decisions that shape a brighter future.
Confidence in your organizational plans requires a budgeting & planning solution that enables continuous updates and revisions to financial forecasts using real-time data from various sources. Automate tasks, reduce manual effort, and enhance efficiency for frequent, continuous planning updates.
Modern budgeting and planning software can help businesses analyze multiple scenarios to anticipate future outcomes, identify risks and opportunities, and create contingency plans. With scenario planning, you will feel more confident in your decisions, successfully navigating economic and business changes.
Budgeting and planning software with robust performance and variance analysis empowers businesses to pinpoint discrepancies between actual results and targets. This allows for swift identification of root causes and corrective actions, ultimately driving informed decision-making and enhanced financial control.
Automated, integrated budgeting & planning software helps businesses overcome fragmented planning processes. Break down silos to create planning transparency through cross-functional collaboration and alignment with a centralized platform for sharing data, plans, and insights.
Products
Powerful Solutions for Your Evolving Budgeting & Planning Needs
insightsoftware’s suite of budgeting and planning solutions allow you to accelerate planning cycles and increase the accuracy of your analysis. Discover the right solution for your unique business needs.
Bizview
Fast, integrated, web-based budgeting, planning and forecasting designed for growing mid-sized businesses needing a scalable solution.
- Shrink planning cycles and improve team productivity
- Support ongoing and continuous planning
- Increase planning transparency and accuracy
- Scale and adapt to your growing business needs
Calumo
Automated reporting, planning, and budgeting for government agencies in the Asia Pacific region.
- Experience dynamic forecasting
- Support role-based security
- Automate workflows and approvals
- Extend planning and analysis beyond finance
IDL Forecast
Consolidated financial planning and forecasting for DACH companies.
- Create effective, accurate group-wide financial plans and forecasts
- Customize business rules
- Automate your process with integrated workflows
- Utilize the rules wizard and templates to create financial plans faster and more intuitively
Longview Plan
Integrate planning and consolidation data to accelerate and improve planning cycles.
- Model faster and more accurately
- Analyze data and uncover contextual insights
- Manage workflows and increase productivity
- Secure, scalable, and elastic infrastructure
Tidemark
Continuous and extended financial planning software for your enterprise.
- Integrate and extend your planning processes
- Scalable, multi-tenant cloud architecture
- Run complicated scenarios and calculations in real time
- Automate key planning tasks
Roles & Industries
Diverse Business Applications for Budgeting & Planning Software
Budgeting and planning software is a vital driver of business success, regardless of industry, empowering finance leaders with data and insight to propel their business ahead.
CFO
Budgeting and planning software delivers greater accuracy, efficiency, visibility, and control of financial planning processes. It supports strategic decision-making, collaboration, compliance, and enhances the overall financial management capabilities of the CFO.
FP&A Director
Budgeting and planning software helps FP&A directors by providing real-time insights into financial data. It enhances cross-functional collaboration, enables accurate forecasting, allows for scenario modeling, and facilitates strategic planning and goal setting.
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Financial Controller
Budgeting and planning software allows controllers to monitor key financial metrics in real-time to support the organization’s financial health and goals. It helps controllers automate repetitive tasks, reduce manual errors, and ensure compliance with regulations.
Professional Services
Professional service firms use budgeting and planning software to manage client billing, allocate resources, and assess project profitability. The software allows these firms to track billable hours, analyze revenue projects, and budget for operating expenses.
Education
Budgeting and planning software helps educational institutions allocate resources for academic programs, manage personnel expenses, and plan for capital investments. It enables schools and universities to analyze enrollment trends and forecast revenues.
Financial Services
Budgeting and planning software is widely used in the financial services industry to manage complex financial portfolios, track investments, and ensure regulatory compliance. It enables organizations to analyze financial data to optimize resource allocation.
Government
Within the public sector, budgeting and planning software is widely used to manage government spending and ensure transparency in financial operations. It helps government agencies analyze revenue projections and allocate resources to programs and services.
Healthcare
In the healthcare industry, budgeting and planning software plays a crucial role in managing operational expenses, forecasting patient demand, and optimizing resource allocation in hospitals and healthcare facilities to help ensure financial stability.
Manufacturing
Within the manufacturing industry, budgeting and planning software is essential to streamline production processes, optimize inventory, and manage costs. It helps manufacturers plan for raw material procurement and forecast production volumes.
Nonprofits
Budgeting and planning software helps nonprofits track donations, analyze funding trends, and create budgets that align with their mission and strategic objectives. It enables nonprofits to improve financial transparency and demonstrate accountability.
Retail
Retailers utilize budgeting and planning software to manage their sales forecasting, inventory planning, and pricing strategies. This software enables retailers to analyze sales trends, forecast demand, improve inventory management, and optimize their budgets.
Energy & Utilities
Energy and utility companies utilize budgeting and planning software to manage capital expenditure planning, forecast energy demand, and optimize maintenance activities. It helps these companies analyze revenue forecasts and plan for operational costs.
Information Technology
Budgeting and planning software is important for IT organizations to manage IT infrastructure investments, plan software development projects, and allocate resources effectively. It helps IT departments forecast IT costs and optimize technology investments.
Webinars & Resources
Take a look at our upcoming and ondemand webinars packed with handy tips, best practices, and insights, brought to you by insightsoftware’s product and solution experts.
How Finance Leaders use Automation to Modernize their FP&A Teams
The Key to Financial Agility: Low-Friction Continuous Planning
FAQs
Budgeting and planning software is a technology solution that helps organizations create, manage, and analyze budgets and financial plans. It automates manual processes, provides advanced modeling capabilities, and enables collaboration and data-driven decision-making.
Budgeting and planning software streamlines processes, boosts accuracy, and offers real-time insights. Align budgets with strategy, foster collaboration, and gain a clear view of potential outcomes with robust scenario analysis.
Budgeting and planning software can integrate with various systems, such as ERP systems, data warehouses, and financial reporting tools. This integration allows for seamless data transfer, real-time updates, and leveraging existing data sources for budgeting and planning.
Yes, budgeting and planning software can accommodate different budgeting methodologies, such as top-down, bottom-up, zero-based budgeting, or driver-based budgeting. The software provides flexibility in defining budgeting structures, allocating resources, and incorporating different forecasting techniques to suit an organization’s specific budgeting approach.
Yes, budgeting and planning software is designed to be scalable and can be used by organizations of various sizes and industries. It can cater to different sectors’ specific needs and complexities, whether manufacturing, healthcare, retail, or nonprofit. It can handle the budgeting and planning requirements of small and large enterprises.