Overview

Unit4 Financial Planning & Analysis (FP&A) is a comprehensive solution designed to streamline financial planning, budgeting, forecasting, and reporting processes. It helps organizations integrate strategy with operations, navigate uncertainty with agility, and make timely data-driven decisions. This high-value solution offers a low total cost of ownership and reduces reliance on spreadsheets by consolidating financial data into a single source of truth.

Features

Integrated Financial Planning

• Unified Planning: Combines financial, operational, and workforce planning.
• Scenario Planning: Simulate different financial scenarios to prepare for uncertainties.
• Rolling Forecasts: Use modern methods like rolling forecasts and value-driver based planning. Budgeting and Forecasting
• Centralized Data Collection: Streamline data collection and planning processes.
• Shortened Planning Cycles: Reduce the time required for planning cycles.
• Flexible Adjustments: Quickly adjust plans to respond to changing conditions. Reporting and Analysis
• Standard and Ad Hoc Reports: Generate customized reports and distribute them automatically.
• Compliance: Ensure compliance with IFRS and regional accounting standards.
• Visualization: Use dashboards and graphical visualizations to interpret data easily. Financial Consolidation
• Management Consolidation: Handle reconciliation, intercompany rules, and audit trails.
• Integrated View: Provide a comprehensive view of actuals, medium- and long-term planning, and forecasting.
• Multidimensional Analysis: Analyze data by regions, products, customers, and more. User Experience
• MS Office Integration: Integrate with MS Office for seamless updates and presentations.
• Workflow Support: Support planning processes with workflow automation.
• Access Control: Manage user rights to ensure controlled access to data. Cloud Benefits
• Efficiency and Flexibility: Enhance collaboration and efficiency in a cloud environment.
• Cost Reduction: Lower upgrade costs and accelerate digital transformation.
• Real-Time Insights: Gain real-time insights for better decision-making.