Take Control of Your Budgeting and Planning Processes

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Manual Spreadsheets are Full of Errors and Difficult to Reconcile

When you feel overwhelmed with a manual budgeting and planning process that involves juggling multiple versions of spreadsheets that are prone to errors, while simultaneously trying to control a spaghetti trail of emails to request budget updates and to manage approvals.

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Other Planning Applications Expect You to Change Your Process to Fit Their Tool

When you find that other planning tools expect you to adapt to their processes, creating extra training requirements, reducing user adoption, and increasing business risk.

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Other Planning Applications are Rigid and Struggle to Adapt When Your Business Changes

When other planning tools struggle to adapt to changes in your business, and every time you change your account structure or want to add a new entity, you are faced with a time-consuming, major piece of rework.

Shrink Budget and Planning Cycles and Improve Accuracy

Simplify Data Entry

Make it easy to enter budgeting and planning data through finance-owned, customizable, spreadsheet-like web forms that reflect your existing business process. Or use the familiarity of Excel to simplify budget creation. Support top-down, bottom-up, zero-based, and hybrid budgeting models. Centrally define spread methods and budget rules. Support simple to complex scenarios and get up and running fast with pre-built packages that cover core FP&A processes.

Planning Budgeting & Forecasting Simplify Data Entry

Align Your Team and Shorten Budgeting Cycles

Make your existing budgeting process more robust without changing working practices so you improve accuracy and shorten cycle times, while ensuring high levels of user adoption. Save time by taking control of approvals with workflow management and automated email coordination. Seamlessly add commentaries around plans and budgets to aid communication and understanding. Implement sophisticated data access rules and maintain a full audit trail of changes to meet your organization’s governance and compliance needs. Enable finance teams to quickly change planning models to reflect a changed account structure or to add a new entity, without requiring lengthy rework by IT.

Planning Budgeting & Forecasting Align Your Team And Shorten Budgeting Cycles

Model Faster and More Accurately

Create rolling forecasts with an infinite number of scenarios. Create driver-based planning and forecasting models to align financial plans with corporate objectives. 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. Compare multiple versions of models and what-if scenarios. Change models on the fly to adapt to evolving business needs.

Planning Budgeting & Forecasting Model Faster And More Accurately

Make Smart Decisions with Integrated Analytics

Connect your planning with reporting, analytics, and dashboards in one place 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.

Planning Budgeting & Forecasting Align Your Team And Shorten Budgeting Cycles

Integrates with:



  • Ajera
  • ComputerEase
  • CostPoint
  • Maconomy
  • VantagePoint
  • Vision
  • Vision Cloud


  • Spectrum
  • Vista

MRI Software

  • Commercial Management
  • Financials
  • Horizon
  • Horizon CRE
  • Qube Horizon
  • Residential Management


  • CMS
  • Enterprise
  • ERP E10
  • ERP E9
  • iScala
  • iSolutions
  • Prophet 21
  • Vantage


  • CloudSuite Financials
  • CloudSuite Industrial (SyteLine)
  • Distribution SX.e
  • Lawson
  • M3
  • System21


  • AccPac
  • Sage100


  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • CSC CorpTax
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • Intacct
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • PeopleSoft
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • QlikSense
  • Quantum
  • Qube Horizon
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • Quickbooks Enterprise
  • QuickBooks Online
  • Quorum
  • RealPage
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SysPro
  • SyteLine
  • TAM (Applied Systems)
  • Thomson Reuters Tax
  • Timberline
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Vertex
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
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Embrace Continuous Planning To Adapt To Continuous Change

Whether the fiscal planning process is an exciting time for you, or the idea of your next budgeting exercise leaves you cringing with the anxiety of chaos and long nights, this whitepaper will introduce you to the common budgeting approaches and challenges while also introducing ways to overcome them.


  • The structure of a functioning budget process
  • The current state of the budgeting process for most small-to-medium sized businesses
  • The risks in the most common approaches to budgeting and how to overcome them

And more!

Work with a leading planning and budgeting vendor you can trust

Customer Bio Block Niels Bredal

“I have saved 75 percent of my time that was previously spent on reporting, analysis, and reconciliations. Instead of wasting time creating the data, I now spend my time analyzing that data.”

Niels Bredal CFO at Peter Meyer A/S View Customer Story

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