Planning Maestro® streamlines and simplifies planning and budgeting for financial services


Manage all of your budgeting, financial planning, and forecasting with a single, modern cloud software solution seamlessly integrated with your general ledger. No more trying to manage and reconcile multiple spreadsheets for different projects or products.


Easily accommodate the unique aspects of your organization. Understand the true costs of servicing customers. Manage interest rate instability. Forecast revenue and expenses for individual products and services. Allocate revenues and expenses across multiple business units. Continuously monitor assets and liabilities to understand risk and liquidity. Planning Maestro has you covered, conforming to the way you work.


Get an accurate, holistic view into every aspect of your business with a single source of truth. Planning Maestro enables you to continually deliver the financial intelligence your leadership needs to make faster, more confident decisions.


Accelerate your budgeting cycles and minimize the risk of data errors with Planning Maestro’s intuitive automation. Free up finance staff from repetitive, manual tasks so they can focus on strategic planning to lead your organization’s growth and success.

Modern FP&A for finance & insurance

Gain greater visibility through dynamic reports and customizable dashboards, using multiple views and hierarchies for various GAAP and regulatory reporting requirements.