Budgeting & Planning

Boost your Budgeting & Planning with robust workflow, scenarios, step-down allocations, to react promptly on business challenges. Now more than ever companies need a clear picture of their business’s financial situation.

Our Budgeting & Planning solution helps you save time, improve operational efficiency and elevate performance with all your data and processes in one trusted source, collaboration tools that let you work anywhere, and doesn’t depend on IT.

When a black swan event hits, organizations of any size or industry must continuously update their projections. Organizations must account for the impact of actual performance-to-date and estimate the best performance for the days to come. It is fundamental to rely on easy-to-use forecasting engines and models. That allows you to quickly combine actuals and budgets into a brand-new scenario — potentially even multiple times a week.

3 must-have tools in turbulent times

Cash Flow Planning

Cash management is without a doubt a must-have that companies must-have under control if they are to be sustainable in the short and long term. During the time of changes and turbulence, budgets and plans need to be updated, and the cash views need to be analyzed. This must be done accurately and consistently, to ensure the right decisions are taken.

Scenario Modeling

Process of evaluating possible events that could take place in the future or react to past unexpected events by considering various feasible results or outcomes.

Profitability Optimisation

The process of including full revenue and costs, both direct and indirect into analysis to better understand operating margin or profit at a granular level. By relying on allocation capabilities that allow you to distribute indirect costs to services, products, or customers accurately, you can understand the real profitability of individual segments and decide which ones to maximize or temporarily pause.

Key benefits of the software solution

Technologies

Wolters Kluwer

CCH® Tagetik by Wolters Kluwer has set a benchmark for excellence, being named a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Solutions for the fourth consecutive year.

OneStream Software

OneStream is an independent software company with over 1,100 customers, 230 implementation partners and nearly 1,300 employees. Our primary mission is to deliver 100% customer success.