Budgeting & Planning Solutions
Streamline your financial processes and make more informed decisions with automated budgeting, planning, and forecasting solutions.
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Shrink Budgeting & Planning Cycles and Plan with More Speed and Accuracy
In today’s challenging business environment, finance professionals face mounting pressure to produce budgets, plans and forecasts quickly and accurately. Unfortunately, conventional manual planning processes involving multiple static Excel spreadsheets are time- and labor-intensive and invite errors. With the right tools, you can break free from these challenges and take your budgeting and planning from inefficient and cumbersome to collaborative, timely, and accurate.
insightsoftware’s budgeting and planning solutions can help you simplify and automate your budgeting and planning activities, improve data quality and visibility, and enhance your decision-making and performance.
Level Up Your Budgeting &
Budgeting and Planning software can help you address various use cases relevant to your business needs and goals.
For Budgeting & Planning
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
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
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
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
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
What used to take months before Bizview, now takes a few weeks. This year, the CFO has given me the goal of completing the 2023 budget from start to finish in two weeks, where we did it in two to three months previously.
"Not only has Longview allowed us to stay ahead of the game with respect to continued requests to do more with less in a difficult economy, it better positions us to support any continued growth through mergers and acquisitions by making it easier to bring additional business entities onboard.”
“The COVID-19 pandemic demonstrated the need for reliable technology and Calumo certainly comes out as a clear winner, and further confirmed that we made the right choice in 2018. It allowed the finance team to stay lean and still provide useful business insights. Our leadership team felt confident their decisions were backed with data and allowed us to keep our investors informed every step of the way out of the pandemic.”
Roles & Industries
Making Use of Budgeting & Planning Software
Budgeting and planning software is used by various roles across the finance function and the business.
The Chief Financial Officer (CFO) plays a crucial role in budgeting and planning within an organization. They are responsible for overseeing the budgeting process, ensuring alignment with strategic goals, and providing financial analysis and insights to support decision-making.
Budgeting and Planning Software can empower CFOs with improved accuracy, efficiency, visibility, and control in financial planning processes. It helps support strategic decision-making, collaboration, compliance, and enhances the overall financial management capabilities of the CFO.
The FP&A Director is crucial to budgeting and planning as they oversee the overall financial planning process, analyze financial data, and provide strategic insights to support decision-making.
Budgeting and planning software helps FP&A Directors by providing advanced financial modeling and analysis capabilities, integrated data management, real-time reporting and dashboards, collaboration and workflow management, forecasting and scenario analysis, automating repetitive tasks, and ensuring compliance and audit-ability.
The Financial Controller plays an important role in budgeting and planning by overseeing the financial aspects of the process, ensuring accuracy and compliance, and providing insights and analysis to support decision-making.
Budgeting and planning software helps Controllers by streamlining data management, improving accuracy and efficiency, enhancing financial analysis and reporting, providing real-time visibility and monitoring, facilitating collaboration and communication, enabling scenario analysis and forecasting, and ensuring compliance and audit-ability.
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, forecast future performance, and optimize resource allocation, resulting in better decision-making and improved financial performance.
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, forecast production volumes, and assess the financial impact of operational decisions. This software enables manufacturers to align their budgets with production goals and drive efficiency across the supply chain.
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. It helps healthcare organizations track reimbursements, analyze costs, and plan for capital investments to ensure financial stability and deliver quality patient care.
Retailers utilize budgeting and planning software to manage their sales forecasting, inventory planning, and pricing strategies. The software enables retailers to analyze sales trends, forecast demand for products, and plan promotional activities. This helps retailers optimize their budgets, improve inventory management, and enhance customer satisfaction through effective product availability.
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 analyze IT spending, forecast IT costs, and align technology investments with business objectives. This software enables IT organizations to optimize their budgets, improve project planning, and ensure the successful implementation of IT initiatives.
Professional service firms, such as consulting, legal, and accounting 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 projections, and budget for operating expenses. This enables professional service firms to optimize their budgets, improve resource allocation, and maximize client profitability.
Nonprofit finance teams must manage their diverse and often constrained funding sources quickly and efficiently. Budgeting and planning software allows them to track donations, analyze fundraising trends, and create budgets that align with their mission and strategic objectives. This software enables nonprofits to improve financial transparency, demonstrate accountability, and make informed decisions to fulfill their social impact.
Within the public sector, budgeting and planning software is widely used to manage government spending, allocate funds across departments, and ensure transparency in financial operations. It helps government agencies analyze revenue projections, track expenditures, and allocate resources to prioritize public programs and services. This software enables governments to improve financial accountability, optimize budgets, and make data-driven policy decisions.
In the education sector, budgeting and planning software assists educational institutions in allocating resources for academic programs, managing personnel expenses, and planning for capital investments. It enables schools and universities to analyze enrollment trends, forecast revenues, and manage budgetary constraints. This software helps educational institutions optimize their budgets, improve financial accountability, and deliver quality education services.
Energy and Utilities
Budgeting and planning software is utilized by energy and utility companies to manage capital expenditure planning, forecast energy demand, and optimize maintenance activities. It helps these companies analyze revenue forecasts, evaluate capital investments, and plan for operational costs. This software enables energy and utility companies to optimize their budgets, improve asset performance, and ensure reliable energy delivery to customers.
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 offers numerous benefits, including improved accuracy and efficiency in budgeting processes, enhanced visibility into financial data, better alignment of budgets with strategic objectives, streamlined collaboration among teams, and the ability to conduct scenario analysis and forecast potential outcomes.
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.