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.
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.