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Financial Planning & Analysis Software

A high-value integrated FP&A solution with low total cost of ownership. Save time consolidating financial data and free yourself from an over-reliance on spreadsheets. Better integrate strategy with operations. Navigate uncertainty with agility, using a single source of truth, for more timely data-driven decisions.


Report faster. Simplify consolidation. Ensure compliance.

    Navigate financial planning challenges

    • Consolidate data from different sources
    • Shorten planning cycles
    • Centralize data collection and planning
    • Adjust plans at short notice
    Screenshot showing the integrated financial planning capabilities of Unit4 FP&A

    Enhanced analysis and dashboarding

    • Integrate data from different sources
    • View numbers across actuals, plans and forecast
    • Drill down to identify root causes and dependencies
    • Track performance across key strategic drivers
    Screenshot showing the Reporting, Analysis & Dashboarding capabilities of Unit4 FP&A

    Cross functional people planning

    • Consistent, collaborative, agile and accurate planning
    • More granular employee level planning
    • Increased workforce analytics
    • Combine workforce planning with financial and operational planning
    Screenshot showing the People Planning & Analytics capabilities of Unit4 FP&A

    A single system for financial consolidation

    • Integrate with ERP systems to easily consolidate financial data
    • Consistency for consolidators, auditors, FP&A and leadership
    • Time-saving with resource savings for group reporting
    • Meet accountancy standards across complex organizational structures
    Screenshot showing the Financial Consolidation capabilities of Unit4 FP&A

    Regain control, compliance and transparency for IFRS regulations

    • Collect, structure and document existing and future leasing contracts
    • Connect ERP and FP&A with consolidation systems
    • Greater insights on leasing contracts on balance sheet, P&L and KPIs
    • Support for simulations, analysis, and visualizations
    Screenshot showing the IFRS 16 capabilities of Unit4 FP&A

    Prepare for mandatory ESG Reporting

    • Collect, analyze and report ESG data in one location. 
    • Support compliance with statutory reporting requirements. 
    • Make more informed decisions to drive positive environmental and social impacts.
    Screenshot showcasing Unit4 FP&A's ESG capabilities

    Plan smarter. Budget robustly. Forecast accurately.


    Empower and align your teams

    Gain deeper insight for better decision-making

    Increase speed and accuracy in planning

    Watch our 90-second explainer and see how our flexible FP&A software can help your organization thrive.

    • Collaborate – Strengthen partnerships across your organizational functions.

    • Optimize – Unify all data, ensuring consistency in financial consolidation and reporting.

    • Navigate – Reduce risk and respond with agility to uncertain market conditions.

    A flexible and scalable solution

    Our cloud FP&A software enables smarter planning, budgeting & forecasting, reporting & analytics. Saving you time in meeting global accounting standards.

    3 great reasons to have your FP&A in the cloud:

    • Efficiency and flexibility – a cloud environment makes working together easier and everyone more efficient and flexible. 
    • Better decisions faster – the cloud lets you keep focused on your "core business" – and helps you make better decisions. 
    • Reduce upgrade costs – the cloud speeds up innovation and digital transformation while keeping upgrade costs down.

    Discover how

    graphic summarizing the key advantages of Unit4 FP&A in the cloud
    BARC: The Planning Survey 2024

    Unit4 FP&A receives 16 leading positions and 4 top ranks in the BARC Planning Survey 2024. 

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    Dresner: EPM Market Study 2024

    Dresner’s annual EPM Market Study marks Unit4 FP&A as an "Overall Leader" for Customer Experience, along with industry leading high value and low overall TCO.

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    Nucleus Research: The Value of Unit4 FP&A

    Nucleus praises Unit4 as a key provider of integrated Cloud FP&A. Learn why our customers chose our solutions ahead of 19 others.

    Nucleus report “The Value of Unit4 FP&A”
    Dresner 2024 Workforce Planning & Analysis Report

    Unit4 FP&A has moved to first place in Dresner’s 2024 vendor ratings for Workforce Planning and Analysis tools, ahead of 11 other vendors.

    3D image of an award

    Purpose built for your industry

    The Unit4 FP&A solution has been specifically tailored for the 
    financial planning and analysis needs of organizations like yours. 

    Our bespoke pre-built models include industry reports, dashboard, processes, workflows and other 
    out-of-the box ready content.  Our Industry Models accelerate the time-to-value for our customers 
    and reduce the onboarding time for our implementations.

    Supporting you in your role

    Graphic showing integration between FP&A and ERP

    Achieve more
    with your Unit4 solutions

    Combine Unit4 FP&A and Unit4 ERP for great results.
    Our unified, transparent and agile solution helps you collaborate even better and drive seamlessly aligned operational, strategic and financial planning across your entire organization.

    BARC report thumbnail image

    Unsure how best to
    modernize your FP&A?

    If you’re struggling to decide between ERP with integrated performance management vs. independent solutions, this report, from leading analyst firm BARC, will help. It walks you through key points on how to choose the right digital FP&A solution for your business.

    Building customer success

    We're trusted worldwide by organizations that serve people

    Unit4 FP&A is a quantum step forward for the Trust.  We now benefit from consistent, collaborative, and accurate planning.  The automation saves about three weeks during the budget setting process.  And it saves us at least one week in terms of pulling all the forecasts together.

    Alison Upton

    Finance Manager, NHS Bedfordshire Hospitals Foundation Trust

    Read the full success story

    Making a real difference

    Here are some examples of the concrete benefits
    and savings our customers experience by using
    our solutions


    Excel files and 1 week of effort reduced to 30 minutes and a few clicks


    months' effort saved each year in FP&A processes


    person-days saved per year by streamlined processes


    reduction in report creation time + improved budgeting & forecasting

    Success stories

      Powering the future

      Discover how this nuclear decommissioning organization (formerly known as Magnox) is driving agile, people-centric business change with integrated Unit4 ERP, FP&A, and Talent Management platforms to bolster organization-wide transformation.

      Find out more

      Customer Interview: East of England Ambulance Service NHS Trust

      Learn how this emergency services provider for 6 counties in the UK used Unit4 FP&A to reduce budgeting and forecasting times by a third and achieve significantly more timely and accurate data.

      Find out more

      Customer interview: WSP

      Discover how WSP, one of the world's leading professional services firms, moved away from the labor intensive process of consolidating multiple spreadsheets to spending more time on value added actions with Unit4 FP&A.

      Find out more

      Highly accurate interlinked forecasting

      Find out how Migros Aare, a cooperative of Switzerland's largest retail company, is using an innovative Retail Performance Management solution with Unit4 FP&A at its core to make life easier for their store managers.

      Find out more

      Cover image for Migros Aare customer story

      Better planning, budgeting, analysis, and growth

      See how Austria's largest university of applied sciences benefits from a flexible, integrated FP&A solution that provides its Finance team with a single source of truth.

      Find out more

      Cover image for FH Campus Wien customer story

      Trusted worldwide by service-focused organizations

      See how our products and services help organizations like yours transform both how they do business and how their people feel about work.

      Learn more

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      Additional resources

      Click to go to our resource page exploring FPA vs Excel

      Excel is no longer an appropriate tool for a modern finance function

      The inherently siloed design of spreadsheets prevents a single, integrated view of data across business functions. Data consolidation times can also be particularly long and a lack of version history tracking can lead to poor collaboration and inaccuracies.

      From financial planner to trusted advisor

      Transform FP&A to reimagine what your finance team can do and empower them to lead the way through uncertain times.

      Cover image for "Make your Move From Planner to Trusted Advisor" whitepaper
      Connecting operations with strategy, financial planning, and analysis

      Learn how to connect operations to strategy with an integrated ERP and FP&A solution for more trust and faster decisions.

      Smiling woman hugging a laptop

      Looking for one of our other Unit4 solutions?

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      We can help YOUR organization drive strategy, boost performance and adapt to change – let’s talk!

      Get in touch with our industry experts.