Business Financial Planning Software

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

Not all financial planning platforms are created equal. You need cloud-based planning software with modern technologies to help you meet your financial goals. 

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Our Cloud-Based Financial Planning Software

With a modern FP&A solution, you can gain the capabilities necessary to generate long-term financial forecasts and make the most informed decisions for your company. Easily integrate data from multiple sources into one centralized platform so you can better pinpoint your next move. Our software improves visibility by giving greater insights into your business’s financial health. 

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Collaborative Financial Planning

Modern FP&A involves contributors and stakeholders across the organization. Our business financial planning software enables operational managers to 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 users (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.

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Improve financial visibility with planning maestro by centage

Improve Visibility

Our modern FP&A software provides a direct line of sight into the health of your 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.

Times are changing from growth to survival...start building driver-based budgets now so you're prepared for what's next.

Download our white paper, Making the Big Shift: Ways to Prepare Your Cashflow and Transition from Boom Growth to Capital Efficiency, to learn how an insightful, strategic, and accurate cash flow budget will allow you to manage scarce resources effectively. 

Cash Flow Forecasting Tips for Turbulent Times

Formula-Free Financial Intelligence

Spreadsheet-based planning found in other corporate financial planning software is unwieldy, prone to errors and inconsistencies, making it difficult to arrive at answers. With our modern FP&A software and its pre-programmed logic and built-in financial intelligence, you can build a driver-based budget model in days and 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.
  • Financial scenario planning is streamlined, allowing you to generate accurate future-looking financial statements.
  • Data-driven plans mean you can trust your numbers when making decisions.

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Integrate your financial data with your ERP with planning maestro by centage

Connecting to GL, ERP, CRM, and Other Relevant Data Sources

Connect data sources easily with our business financial planning software. 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 a 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.

This hospital used an Excel spreadsheet with 40 tabs. It was not reliable & the time it took to manage risked the need for additional staff.
This healthcare organization grew tired of too many budget updates with too little accuracy when managing multiple networks of providers.
As a nonprofit, this company's biggest asset was their cash. Learn how Planning Maestro helped them forecast their cash flow.
This software & technology company faced time consuming errors and redundancies that prevented them from focusing on strategic initiatives.

Try our SaaS Planning Software for an All-in-One Solution

Planning Maestro® is an all-in-one solution for budgeting, planning, forecasting, reporting and analytics. Using our modern FP&A solution will improve your insight into the health of your business, and our budgeting capabilities allow you to generate automated, accurate forecasts. 

Watch a demo of Planning Maestro® to see our cash flow budget software in action, and when you are ready to discuss how our solution can help you meet your business goals and needs, request a quote

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Features and Capabilities of Our Planning Software

Planning Maestro is equipped with comprehensive features that support you by streamlining your budgeting, planning, forecasting and reporting processes.

Click the icons below to learn more.

Unlimited Dimensions for Budgets and Reports

Create detailed plans with various revenue streams based on key drivers. Track company performance alongside financial metrics and corporate goals to make corrections as needed and stay on track. Integrates with your general ledger and handle the technical side of the process — no programming or logic maintenance required.

Granular Personnel Budgeting & Allocations

Plan labor needs, incorporating overtime, premium, and shift differentials for accurate costing and headcount forecast. Improve agility, even when personnel resources are limited. Accurate budgets, paired with detailed workforce expenses, make it possible to identify changes as needed and continue to meet your business goals.

Scenario Planning

What-if scenarios allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow. Create unlimited budgets based on different scenarios to keep up with inconsistencies. Reduce associated risks by assessing possible financial challenges before they occur.

Cash Flow Projections & Forecasts

Manage cash flow reporting, analysis, and allocation in real-time at the corporate and subsidiary levels. Create forecasts based on your balance sheets and connect to your actual earnings to make your overall financial planning more accurate.

Dashboards & Reports

Instantly create the reports your stakeholders want, your bank demands, and your company needs. Gain visibility across the whole organization and make data-driven decisions.

Rolling Forecasts

Regulate seasonality and unknowns through continuous forecasting. With all the unknowns — personnel, operational expenses, unexpected projects — keeping up with possible expenses and changes to your cash flow makes your organization more agile.
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