Fiplana
Enhanced Financial Planning & Analysis in Qlik
Fiplana is a powerful integrated financial planning software that brings modern FP&A and xP&A directly into Qlik. It helps organizations eliminate spreadsheet chaos and siloed datasets, making way for intuitive dashboards with real-time writeback. Streamline and accelerate Qlik budgeting, forecasting, and financial modeling with Fiplana.
See for yourself why 500K+ are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
Why Your Current Financial Planning and Analysis Isn’t Cutting It
Overwhelmed by Spreadsheet Chaos
Challenge: Many organizations are bogged down by the manual, error-prone, and time-consuming nature of managing data across multiple spreadsheets. This leads to inefficiencies and a reluctance to implement a full-blown FP&A platform.
How Fiplana Helps: Fiplana seamlessly integrates with your existing Qlik environment, transforming it into a powerful financial planning hub.
No Qlik Integration
Challenge: Integrating existing Qlik data with new planning tools can be complex and disruptive to ongoing operations. Relying on disparate tools adds unjustifiable costs to already cumbersome processes.
How Fiplana Helps: Fiplana is purpose-built for Qlik, providing a native integration for seamless connection between your financial data and planning processes.
Lack of Collaboration
Challenge: Planning often requires input from various departments, but non-Qlik integrated tools often result in non-collaborative processes. Without an efficient way to share and review data, your team may struggle to stay aligned.
How Fiplana Helps: Fiplana fosters collaboration by serving as a unified platform for all stakeholders to access and contribute to financial plans in real-time.
Plan For Your Business The Right Way
Accurate Planning,
Simplified
Fiplana simplifies the shift from spreadsheet planning, offering a fast time to value and a user-friendly interface that minimizes input errors and maximizes efficiency. Empower your team to focus more on building accurate plans and less on version management and cumbersome approval processes. By streamlining the planning process, Fiplana enables individuals and businesses to stay ahead in a fast-paced financial landscape.
Get Instant DemoReduction in time spent on data entry
Improvement in forecasting accuracy
Increase in team collaboration efficiency
Improved Efficiency Through Qlik Integration
Fiplana integrates effortlessly with your existing Qlik data, preserving your investment in Qlik while enhancing planning capabilities. This seamless integration ensures continuity and ease of use, allowing you to harness the full potential of your data without the headache of complicated transitions. Fiplana helps you concentrate on strategic planning and analysis instead of getting bogged down by administrative tasks.
Get Instant DemoReduction in time spent on data entry
Improvement in forecasting accuracy
Increase in team collaboration efficiency
Effortless & Seamless Teamwork
Effective planning involves teamwork among various stakeholders. With Fiplana, collaboration is at the forefront. Teams can access and update data in real-time, fostering a truly collaborative environment. This ensures that everyone is on the same page and faster planning cycles to support timely decision-making.
Get Instant DemoReduction in time spent on data entry
Improvement in forecasting accuracy
Increase in team collaboration efficiency
Fiplana & Fiplana Pro:
From Solid Foundations to Next-Level xP&A Sophistication
| Capability | Fiplana | Fiplana Pro |
|---|---|---|
| Collaboration | Boosts collaboration with real-time updates and self-service by 80% | |
| Forecasting | Enables agile forecasting and dynamic budgeting with 60% increased accuracy | |
| Security | Centralized management for all security aspects, ensuring robust data protection |
|
| Setup | Quick and easy implementation | Even faster implementation with pre-built planning-based solutions |
| User Interface/Visualizations | User-friendly and intuitive | Enhanced with Vizlib Visuals for better decision-making |
| Data Integration | Consolidates data effectively | Real-time data integration in Qlik |
| Advanced Features | Standard financial planning and analysis tools | Automated extended planning and analytics (xP&A) |
| Cost Efficiency | Offers a lower total cost of ownership | Accelerated proof of concept and implementation times |
More Qlik xP&A Reporting Resources
How to Evaluate FP&A Tools for Your Finance Department
How AI Can Help FP&A Teams Achieve Greater Accuracy With Fewer Resources
From Spreadsheets to xP&A: The Rise of Intelligent Planning Solutions
Qlik’s Most Underrated Capabilities
Fiplana & Qlik Financial Planning FAQs
Instead of relying on a completely new external system to learn, Fiplana brings planning, writeback, and modeling directly into Qlik. This means you can analyze, plan, and report in the same environment that business users already trust and are familiar with. Fiplana also adds versioning and finance-grade visuals while using your Qlik data model (instead of forcing you to create a parallel one).
On top of this, it promotes real-time collaboration via the centralized planning environment that incorporates comments and other features. Lastly, Fiplana Pro supports xP&A (Extended Planning & Analysis), so its planning capabilities can be leveraged outside of Finance in departments like HR or Sales.
Integrated financial planning connects and combines budgeting, forecasting, and reporting with operational plans like sales, workforce, and supply chain. This enables finance and business teams to work from a single shared source of truth, facilitating more informed decision-making and a more efficient use of resources. Integrated financial planning software like Fiplana organizes plans, drivers, and actuals in an easily-accessible hub for them to be linked, updated, and governed.
Having plans and operational data under one roof with real-time writeback, scenario modeling, and governed workflows significantly reduces manual efforts. These systems also inject more timely data into the forecast, resulting in faster and more accurate forecasts.
These tools also help shrink variances by synchronizing and measuring assumptions, drivers, and actuals across cycles. Integrated financial planning enforces this, aligning versions, assumptions, and approvals in a single unified environment.
Yes. Fiplana supports both Qlik Sense on-premise and Qlik Cloud, including collaborative features like comments.
Yes. Fiplana installs for Qlik Desktop and Qlik Cloud without opening firewalls. For Qlik Sense Enterprise, some minor IT steps may be required (such as a reverse proxy or certificates), but this is minimal compared to other tools. Fiplana is built for quick adoption and implementation, similar to other Qlik apps.
No. Fiplana is designed to minimize any impact on your Qlik dashboards by leveraging Qlik’s own best practices and combining these with additional optimizations. These optimizations include horizontal virtualization for large reports, data paging in tables, and a server-side writeback service so read-only analytics stay fast and responsive.
Yes. Fiplana’s Management Console is multi-tenant, supports user roles, and centralizes security and licensing to match your structure and approvals. Fiplana makes it seamless to mirror business hierarchies, restrict access, and control who can submit, approve, or publish plan versions.
Our partners use Fiplana for budgets, rolling forecasts, scenario (what-if) modeling, and driver-based planning. The platform supports both top-down and bottom-up entry patterns, as well as comparison/versioning to align finance and operational plans within Qlik.
Business users can write back directly from Qlik, add comments (including in Qlik Cloud), and share governed report versions. Our Fiplana/Vizlib server also supports server-side scheduling/reporting. All of these features and compliance guidelines keep discussions, edits, and approvals safely tied to the same live objects being used for analysis.
Fiplana’s Management Console centralizes security via role-based access, hardened headers, TLS/HTTPS with Qlik certificates, and secure database connections for write-back. Fiplana’s governance spans users, licenses, connections, and application endpoints in a single console for easy management.
Low learning curve for Qlik users. This is because Fiplana focuses on extending the Qlik experience rather than replacing it. Qlik users don’t have to learn an entirely new interface, but still benefit from new finance-specific components and add-ons. The goal is to be a seamless companion to Qlik, accelerating your team’s planning via AI-driven capabilities.
Thankfully, you don’t have to abandon existing spreadsheets. Fiplana supports governed Excel exports and templates to keep your planning data connected to your Qlik model (using writeback). This means you can export when needed, while moving critical planning into Qlik over time.
