Financial Reporting & Analysis

With Planning Maestro®, financial reporting and analytics is made easy. Quickly put analytics-based actionable reports and dashboards at every stakeholder’s fingertips. 

Thousands of customers have used Planning Maestro for budgeting and financial forecasting. Take a closer look at Planning Maestro to see how this financial reporting software for small businesses can help you share critical information and analyze results.

Financial Performance Dashboards

With financial planning and analytics (FP&A) platforms, you gain visually meaningful dashboards and reports of rich and relevant data, letting you make better, faster decisions. Our automated financial reporting software pulls data from various systems, such as payroll, ERP, GL, and CRM. This data is then normalized and layered to offer nuanced views of the business and all of its moving parts.

Use this business financial accounting and reporting software to:

  • Organize and display data in multiple ways so that issues are immediately apparent.
  • Drill down to the sources to understand why variances occur.
  • Generate operational reports, e.g. use CRM data to display revenue by product, sales reports by product, by region, salesperson, customer type, or other metrics important to the organization.

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Management Reporting

Planning Maestro lets you quickly and easily build financial reports. Users can analyze, visualize, and present information in any way they would like. KPI analysis, data visualization, and slice-and-dice analytics enable a direct line of sight into corporate performance — from both a high-level and granular viewpoint.

Financial reporting software for businesses lets you:

  • Track predefined financial and non-financial drivers to see at a glance what is going on across the business. Focus on what matters and respond faster to risks and opportunities.
  • Build and format presentation-style reports, adding graphs, charts, and other visualization to make the report easy to consume.
  • Drill-down to underlying transaction detail data, trend analysis, filters, and multi-dimensional hierarchies.
  • Distribute financial reports automatically. Simply select which reports go to whom and automatically deliver those reports with only the information that is relevant to them.

Self-Serve Analytics

Planning Maestro promotes self-sufficiency for business users, especially for financial reporting and analytics. Every Controller and Financial Analyst would like to create reports once — with financial rigor firmly in place to ensure integrity — and then hand over the reins to the VP of Finance or CFO.

With business financial statement analysis, you’ll enjoy these benefits:

  • CFO and other stakeholders can easily monitor performance vs. plan, cash flow, or P&L on a monthly or even a weekly basis.
  • Monitor and review actual results against the plan for the overall business and by each department.
  • Select from predefined parameters to filter existing views for deeper information and insights.
  • Our financial reporting and analytics tool enables other executives to perform queries and generate reports independently, without help from Finance or IT. 

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What were once after thoughts – capital consumption rate, cash flow forecasting – are now critital to your business's survival.

Download our white paper: “Making the Shift: Cash Flow Forecasting Tips for Turbulent Times”, 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
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Drilling Down Into Report Data

Knowing what happened is important — but understanding why results occur is essential for responding to opportunities and mitigating issues. Managers need the ability to drill down to the sources to understand why variances occur. In many cases, it’s the business managers who need to do the investigating, not the financial team.

Use business analysis tools to enjoy these benefits:

  • Individual users choose which KPIs they wish to monitor.
  • Dashboards in the financial reporting tool allow users to organize and display data in multiple ways so that issues are immediately apparent.
  • Analytics engines allow users to drill down to the data set to understand why things happen as they do.

Variance Reporting

In an ideal world, business planners compare actuals to plan, course correct, and forecast monthly so that they can assess if their course corrections are delivering desired results. At its best, forecasting is an iterative process that helps business planners keep a tight watch on the health of the company. 

Planning Maestro makes it easy to:

  • Quickly generate budget variance analysis reports of budget, actual and forecasted numbers.
  • Drill down from summary to detail level to understand why variances occurred.
  • Compare multiple forecasts based on actuals.
  • Facilitate collaboration across all budget owners to allow fast responses to actual results while maintaining a centralized view of the overall plan.

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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.
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This software & technology company faced time consuming errors and redundancies that prevented them from focusing on strategic initiatives.

Try our SaaS Budgeting 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 Budgeting 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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