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.

It connects the profit & loss statement, cash flow, and balance sheet to one joined-up system. By adding sub-plans and business planning to the system and integrating all master data, structures, and transaction data from the ERP system financial planning becomes the basis for many business decisions. This approach to extended planning and analysis, sometimes referred to as xP&A, supports users across both finance and the wider organization with an intuitive workflow-supported planning process.

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.
72% of organizations either use or plan to adopt worface planning and analysis in the next 12 months. Dresner Advisory Services: "Worforce Planning and Analysis Market Study 2023"

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 centre, 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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