How Planning Maestro helps you

Create custom reports quickly

Intuitive automation makes building financial reports quick and easy. Users can analyze, visualize, and present information any way they like. KPI analysis, data visualization, and slice-and-dice analytics enable a direct line of sight into corporate performance—from high-level down to granular details.

Self-service analytics

Planning Maestro’s ease of use promotes self-sufficiency for business users. Controllers and financial analysts can create reports once—with financial rigor firmly in place—and then hand over the reins to the VP of Finance or CFO. Enable executives to perform queries and generate reports independently, reducing the burden on finance or IT.

Variance reporting made easy

In an ideal world, business planners compare actuals to plan, course correct, and reforecast on a monthly basis to assess the results of course corrections. Planning Maestro enables users to quickly generate variance reports or budget actuals and reforecast numbers. Drill down to understand why variances occurred and facilitate collaboration among budget owners.

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Bring all your financials together with ease

Planning Maestro automates repetitive tasks to deliver accurate, actionable reports while reducing the burden on your staff.

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Frequently Asked Questions

Financial reporting (your balance sheet, income statement, and statement of cash flow) tracks, analyzes, and reports on your business income to help you and your investors make informed decisions on how to manage your business. By disclosing financial information, it provides a clear view into the profitability and stability of your business.

GAAP requires all companies to submit three major financial statements: income statement, balance sheet, and cash flow statement.

Planning Maestro has 100% synchronized financial statements. Every forecasted activity that appears on the budgeted income statement automatically appears in the forecasted balance sheet. From there, it automatically contributes to the creation of a forecasted statement of cash flows. This results in less data entry, human error, and reconciling so that your team can spend more time analyzing.

Financial reporting provides a true picture of a company’s revenue, expenses, profitability, and debt, and its ability to meet short- and long-term financial obligations. Plus, your company must maintain proper reporting in order to comply with mandatory accounting regulations. This makes accurate financial reporting crucial to comply with tax regulations and reporting criteria.

With Planning Maestro, you can eliminate redundant data entry and ensure accuracy—enter data once and it automatically populates across all related records. Built-in accounting logic automatically enforces compliance with GAAP and IFRS standards.

Financial reporting allows business leaders to track and analyze how cash is flowing in and out, and to identity future risks and opportunities. You have probably heard the phrase, “Cash is King”. By understanding the way your cash moves throughout your company, you can see the effect it has from the top down – from sales to workforce, loans, and capital asset plans.

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177 Huntington Ave, Suite 1703
PMB 42541
Boston, MA 02115-3153
P: 800.366.5111

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