Unit4 Financial Planning & Analysis (FP&A)

Integrated Financial Planning

Take a flexible, integrated approach to meeting all of your organization’s financial planning needs, whether it’s managing operational budgets, planning cash flow, or forecasting sales, costs, and revenue.

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Source: unit4.com

Why Choose Unit4 Financial Planning & Analysis (FP&A) - Integrated Financial Planning?

Main Benefits

Quicker and better budgeting process

Increase participation in planning

Single source of truth

Faster planning & data processing

Transparency on progress & outcomes

Respond to change and uncertainty by simulating different scenarios

Graphical visualizations and dashboards

What does Unit4 Financial Planning & Analysis software deliver?

Key Capabilities

With Unit4 Integrated Financial Planning, your management and Finance teams can rely on the data they use and always access the most current picture of your financial situation, revenue, and assets.

Single Integrated Solution

Our IFP system addresses every area of planning. It provides you with a clear picture of your actual data, as well as forecasting, analytics, and reporting tailored to different target groups.

Integrated P&L, balance sheet, and cash flow data.
Integrated Actuals, medium- and long-term planning, and forecasting.
Multi-dimensional views on areas, products, consumers, and so on.
Planning for both the broader group and its particular entities.
Powerful management consolidation, including reconciliation, intercompany rules & audit trail.

Planning, budgeting & forecasting

unit4 fp&a budgeting forecasting and planning

Top-down and bottom-up planning.

Integrating operational budgets (such as allocations, cost centers, investment planning, and human resources).
Strategic planning.
Using sales, costs, financial information, and KPIs, design financial scenarios.
Modern techniques include frontloading, value-driver-based planning, and rolling predictions.
Automatic AI forecasting and data entry checks.

Reporting & Analysis

unit4 financial planning & analysis fp&a reporting

Standard and ad hoc reporting.
Local GAAP and IFRS accounting standards.
Individual reports for different user groups are available at any time.
MS Office add-in to automatically fill in and update board presentations.
Automatic report distribution via email.
Deviation analysis and commenting on effects.
Variance analysis, including conditional formatting to help highlight deviations.
Visualization of the scenario impacts on the income statement, balance sheet, and liquidity.
Ad hoc analysis, hit lists, and benchmarks.

Easy-to-use-tools

Workflow-supported planning for both the FP&A department and the business.
Status checks during the planning process.
Process documentation and budget comparisons across several planning cycles.
Easy management of individual user rights to ensure shared but controlled access to a “single source of truth”.

Integrated ERP & FP&A

Achieve much more when you combine both Unit4 ERP (formerly known as Agresso/Unit4 Business World) and Unit4 FP&A together to help you collaborate, streamline and align seamlessly the strategic financial planning and operational across all departments in your organization.

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What People Think About Unit4 FP&A

Unit4 FP&A has been recognized as the “Overall Leader” in Enterprise Performance Management, which is a testament to the exceptional user recommendations, value, integrity, flexibility and ease of integration we consistently deliver.