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.
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.
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.
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.
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.
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.
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.
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Unlimited Dimensions for Budgets and Reports
Granular Personnel Budgeting & Allocations
Scenario Planning
Cash Flow Projections & Forecasts
Dashboards & Reports
