Integrated financial planning

Speed up your planning, budgeting, and forecasting

Unit4 Integrated Financial Planning supports organizations’ planning and budgeting process, provides forecasting capabilities, complemented by analytics and reporting functionality.

Financial planning gets a powerful upgrade by connecting the profit & loss statement, cash flow, and balance sheet into one seamless system.
With integrated sub-plans, business planning, and ERP data, Unit4 FP&A becomes the foundation for smarter decision-making.
An extended planning approach (xP&A) empowers both finance teams and the entire organization with intuitive, finance driven processes for better collaboration and results.

Integrated P&L, balance sheet and cash flow data.
Integrated view on actuals, medium and long- term planning, and forecasting.
Strategic planning, including strategy definition settings, goals, KPI definition and reporting.
Bottom-up and top-down planning.
Financial scenario planning based on sales, costs, financial data and KPIs.

Modern methods such as rolling forecasts, value-driver based planning and frontloading.
AI-based data entry checks.
Integrated operational budgets (e.g., HR, cost center, investment planning, intercompany relationships, allocations).
Internal service charges and allocations with varying degrees of complexity.
Workflow-supported planning for both the FP&A department and the business.
Status checks during the planning progress.
Process documentation and budget comparisons across several planning cycles.
Planning for the entire group as well as its individual companies.
Powerful management consolidation, including reconciliation, IC rules and audit trail.
Compliance with all accounting standards, including IFRS & regional reporting standards.

Full solution overview

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