Transform Your Financial Planning and Analysis

Plan your Sales and Cost of Goods Sold by product all the way to SKU to facilitate Profit Margin analysis.

Plan your Assets, Liabilities and Working Capital.

Track fixed asset expenses – depreciation, maintenance, interest, additions, deletions, and accumulated depreciation – using your existing asset registers.

Plan your Salary, Benefits and Payroll Tax expenses at the named employee level, leveraging your existing Payroll Registers.

Plan Project expenses (Labor, Materials, Overhead) at the detailed work breakdown structure level.

Align resources with strategic goals by planning revenue and expenses using key operational and financial metrics.

Create a Consensus Plan by aligning Sales, Operational, and Financial plans.

Maintain agility by extending or adjusting your planning horizon (e.g., 12 or 18 months) to adapt to business changes.

Plan Risks and Opportunities to help identify and mitigate risks and capitalize on potential opportunities.

Simplify, standardize, and automate tasks to enhance the accuracy and efficiency of the planning process, delivering streamlined and reliable results.

Achieve unparalleled precision by planning at the weekly transactional level.

Custom Long-Range Planning solutions designed to span 5 to 50 years, with adjustable levels of detail – such as quarterly or annual time periods and account specifics – tailored to meet organizational needs.

Leverage historical data and statistical models to predict future financial performance.

Plan multiple business scenarios to simulate different financial outcomes and strategic opportunities.

Leverage AI machine learning models to identify your companies’ key triggers impacting financial performance and forecast those triggers to improve planning accuracy.