Cloud based, user friendly OPEX , CAPEX and SALES planning directly from your data. Breakdowns by GL Account, Cost Centres, Profit Centres and WBS. Out of the box spreading, distribution and predictive forecasting . Scenario modelling and comparison for instant, quality decision making.
No time wasted loading and transforming your data.
We automate loading of your Cost Centre, Profit Centre, WBS, GL Account and Financial Actuals.
The moment there is a change in your source system, your dashboards and reports are instantly updated. As your business changes, so does your Analytics.
Financial Planning at your fingertips
Organisation wide OPEX Planning performed by GL Account and Cost Centre in cloud based, user friendly input templates.
Plan at any organisation level and use out of the box spreading, distribution and predictive forecasting functionality to speed up your planning process.
CAPEX Planning by WBS / Project and detailed spend reporting.
Income/Sales Planning by Profit Centre to complete your Budget or Forecast.
Cell based & Inline commentary
Allows your users to provide additional information about specific planning inputs or variances so everyone can see the what, why and where for any specific planning assumptions.
"Figures are 50% down this quarter due to the unexpected expansion costs of Project X"
No need to pick up the phone or email around to track down reasoning behind planning inputs, saving your teams valuable time. And the record remains!
Automated corporate cost recharges and allocations aligned to your assessment cycles.
Everything out of the box.
What-if and scenario modelling capability
Compare different scenarios like pessimistic vs optimistic, giving quality data to inform your business decisions like never before.
No more comparing excel versions, complex macros or the human risks of correctly comprehending and analysing data.
Gain smart insights into your numbers, within a few clicks.
Financial Performance Management Capabilities
It offers intelligent business and financial performance management capabilities to drive your business effectively
Budgeting, Planning & Forecasting
Integrated, driver-based planning for income statement, balance sheet, and cash flow .
Consolidate multiple sets of books quickly and easily from each of your legal entities, process elimination entries, and generate a single set of accurate financial statements.
Workforce planning and budgeting to link financial plans with strategic execution.. Detail headcount requirements, model salary adjustments, account for vacancies
Reporting and Dashboards
Easily produce and mange financial statements. Define strict reporting standards, yet have also entirely tailored hierarchies and reporting structures
- One day kick-off and initial workshops
- Connection to Infor ERP, M3, LN, CloudSuite and SunSytems
- Integration of Cost Centres, Profit Centres and Chart of Accounts
- Automated load of Financial Actuals
- Historic Budget and Forecast data loaded via flat files or also from the source
- OPEX Planning performed by Cost Centre
- CAPEX Planning by WBS / Project
- SALES Planning by Profit Centre
- Detailed entry by GL account codes, including commentary
- Cost allocation across departments.
- Spreading, distribution and predictive forecasting functionality
- What-if and scenario modelling/comparison capability
- All stories and pages formatted based on your corporate identity
- Master story template configured to use for future developments
- Security configuration
- One day training and handover
- User Documentation
Get in touch now to start
Infor d/EPM Financial Planning & Analytics projects implemented by our team
Servicing Australia, New Zealand and Asia.