PLANNING

Improve visibility with better insight into health of the business. Integrate data from multiple sources, making it easier to know what to do first and why.

With Planning Maestro, Centage has helped thousands of customers confidently prepare for the future with intelligent financial forecasting and budgeting. Build flexible, driver-based plans, forecast likely financial performance, analyze results, and share critical information across the business.

Collaborative Planning

Intelligent Planning involves contributors and stakeholders across the organization. Operational managers see the impact of strategic decisions and changing assumptions, while centralized budgets, forecasts and reports remain accurate and up-to-date for the executive team.

  • Role-based security protects sensitive data by ensuring that all contributors only see data that’s relevant to them, and dictates what functionality is allowed by user (i.e., read vs. write).
  • Increase visibility and add context for users through shared comments, assumptions, and audit trail capabilities.
  • Financial-integrity safeguards impose necessary rigor, so that data entered by each contributor is automatically tied to the correct outputs.
  • Self-serve reporting allows any user to review operational performance data and forecasts.
Improving Visibility

Intelligent Planning provides a direct line of sight into the health of the business, allowing business managers to identify and react to trends immediately.

  • Instantly compare actuals to plan to keep a close tab on performance.
  • Drill down to find the story behind the numbers.
  • Use the data to make better decisions faster.
Formula-Free Financial Intelligence

Spreadsheet planning is unwieldy, prone to errors and inconsistencies, and makes it difficult to arrive at answers. With Intelligent Planning, pre-programmed logic and built-in financial intelligence automate routine tasks, ensure accuracy, and free up the team to focus on more meaningful and value-added work

  • Automated workflows ensure that all information and transactional data flow through the financial statements according to the way your business works and follows US GAAP accounting rules.
  • Scenario planning is streamlined, allowing you to generate accurate future-looking financial statements.
  • Data-driven plans means you can trust your numbers when making decisions.
Connecting to GL, ERP, CRM and Other Relevant Data Sources

Data Integrators automate the secure exchange of transaction data to enable ongoing actuals vs. budget comparisons and accurate forecasts, while eliminating the potential for data entry errors and duplicated information.

  • Transfer data from your accounting/ERP software, including chart of accounts, trial balance data, and existing budgets in the GL.
  • Compare actuals to budget without cutting and pasting.
  • Eliminate data entry errors caused by manual data transfers.
READY TO CONNECT WITH OUR TEAM?

Schedule a personalized demonstration to answer all of your questions.

WHAT CAN INTELLIGENT PLANNING DO FOR YOU?

Planning
Budgeting
Reporting & Dashboarding
Analytics
Workforce Planning
Collaboration
Intelligent
Scenario Planning
Structural
Consolidation
Still trying to budget and forecast using spreadsheets?

Let us show you a better way with Planning Maestro

Ready to connect with our team?

Schedule a personalized demostration to answer all of your questions.