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Unit4 Financial Planning & Analysis

Built for finance teams who lead.
Connected to your ERP.
Accelerated by AI.

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Trusted by finance teams who plan smarter and act faster

  • Logo for Unit4 customer - NHS East of England Ambulance Service
  • Logo for Unit4 customer - Oxfam America
  • Logo for Unit4 customer - WSP
  • Logo for Unit4 customer - Ricola
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Stop gathering data.
Start acting on it.

Finance teams still spend too much time gathering data, reconciling versions, and rebuilding reports that should update themselves. Unit4 FP&A consolidates your budgeting, forecasting, and reporting into one cloud platform, recognized as an Overall Leader for Customer Experience by Dresner Advisory Services, with 9 leading positions in the BARC Planning Survey 25.

Less time wrangling numbers. More time acting on what they tell you.

The complete FP&A platform

Budget in hours, not weeks


Stop copying data between spreadsheets and chasing department heads for inputs. Unit4 FP&A pulls real-time financial and operational data into one platform, automating the collection, validation, and consolidation that used to take weeks.

Key Features:

  • Automated workflows that replace manual Excel processes
  • Built-in data validation that catches errors before they cascade
  • Real-time data integration across departments and entities
  • Workflow-supported input collection from budget owners

See the future clearly


Model best-case, worst-case, and everything in between. Scenario planning with instant recalculation lets you adjust plans at short notice and answer "what if?" in seconds, not days. 97% of users report better quality planning results (BARC Planning Survey 25).

Key Features:

  • Flexible scenario planning with instant recalculation
  • Anomaly detection and deviation alerts
  • Predictive planning powered by historical trend analysis
  • Drill-down capabilities to trace any variance to its root cause

Reports that tell stories


Generate boardroom-ready reports instantly instead of spending days formatting spreadsheets. Ava, Unit4's AI advisor, provides contextual guidance as you work and uses data storytelling to explain variances in plain language, so stakeholders understand the "why" behind every figure.

Key Features:

  • Automated dashboards with real-time data visualization
  • Ava AI advisor with contextual help and data storytelling
  • One-click drill-down from summary to transaction level
  • Reports aligned to GAAP and IFRS standards out of the box

Connect people to profits


Your biggest cost is your people, and your biggest asset is too. Unit4 bridges the gap between workforce planning and financial planning, so every hiring decision comes with a clear financial impact.

Key Features:

  • Workforce planning integrated directly with financial forecasts
  • Employee-level compensation modeling and cost projections
  • Real-time impact analysis for headcount changes
  • Unified view connecting HCM and FP&A data in one platform

More key features & capabilities

  • Financial Consolidation

    Automate multi-entity consolidation across countries and currencies. Meet audit standards without manual reconciliation.

  • AI Advisor (Ava)

    Your AI-powered finance assistant. Ava explains variances, automates analysis, and highlights trends before they become problems.

  • Scenario Planning

    Model unlimited what-if scenarios in minutes. Stress-test assumptions, quantify risks, and present leadership with options.

  • Lease Accounting (IFRS 16)

    Automate IFRS 16 compliance with contract simulation, documentation, and reporting built directly into your planning workflows.

  • ESG Reporting

    Collect, monitor, and report sustainability data for EU Taxonomy and statutory requirements. Prove your ESG commitments with auditable numbers.

  • Self-Service Dashboards

    Give every stakeholder access to live insights without IT involvement. 
    Intuitive dashboards anyone can use.

Seamlessly connects with your tech ecosystem

  • Integration logo - Power BI
  • Integration logo - Salesforce
  • Integration logo - Microsoft Dynamics
  • Integration logo - Bankinplay ONE
  • Integration logo - Theobald Software
  • Integration logo - Trintech
  • Integration logo - Avalara

#1 rated FP&A software by many industry analysts

  • BARC:
    The Planning Survey 2026

    The findings for Unit4 FP&A are clear: strong satisfaction, real business outcomes, and proven ratings confirmed by planning professionals in the world's largest independent survey of planning software users.

    Read the report

    91%

    of surveyed users are satisfied with Unit4 FP&A

    95%

    increased the transparency and traceability of their planning

  • Dresner:
    EPM Market Study 2025

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

    Read the report
  • BPM Partners:
    2025 Vendor Landscape Matrix

    The 2025 Vendor Landscape Matrix (VLM) positions Unit4 as a top competitor, highlighting our commitment to customer success, ease of use, and cost efficiency.

    Read the report

Is Unit4 FP&A right for you?

  • For organizations evaluating FP&A independently

    Unit4 FP&A delivers enterprise-grade financial planning with AI at its core, industry-specific models, and a lower total cost of ownership than legacy EPM solutions. Built for mid-market and enterprise organizations in people-centric industries.

  • For existing Unit4 ERP customers

    You already run your financials, HR, and projects on Unit4. Adding a third-party FP&A tool means integration work, data latency, and ongoing maintenance. Unit4 FP&A gives you planning, forecasting, and analytics on the same platform, with no gap between your plan and your operational data.

How Unit4 FP&A compares

 

Frequently asked questions

  • What is Unit4 FP&A and how does it compare to Excel?

    Unit4 FP&A is a cloud-native platform that replaces manual Excel-based budgeting, forecasting, and reporting with automated workflows, AI-powered analysis, and real-time data integration. Organizations typically reduce budgeting time by 33% and save 2.5 months of FP&A effort annually.
    Unit4 includes AI-powered analysis through Ava, scenario planning, and collaborative workflows that Excel cannot provide, making it suitable for mid-market and enterprise organizations that have outgrown spreadsheet-based planning.

  • What results can organizations expect?

    Organizations using Unit4 FP&A typically see 33% faster budgeting and forecasting cycles, with BARC reporting an implementation success score of 8.4/10 vs. the 6.2 industry average. 97% of surveyed users achieved better quality planning results, and 100% achieved better integration of financial and operational planning (BARC Planning Survey 25). Dresner recognizes Unit4 FP&A as an Overall Leader for Customer Experience with high value and low overall TCO.

  • How does Unit4 FP&A use AI?

    Unit4 is embedding AI across its entire platform with company-wide targets of 30% reduction in time-on-task, 50% fewer errors, and 60% faster error resolution. In FP&A, AI shows up through Ava, your virtual advisor, which provides contextual help as you plan and uses data storytelling to explain variances in plain language. Ava also validates data entry and flags inconsistencies. The BARC Planning Survey found that 97% of Unit4 users achieved better quality planning results.

  • Can Unit4 FP&A handle multi-entity consolidation and international compliance?

    Yes. Unit4 FP&A supports complex, multi-entity structures spanning multiple countries and currencies, with automated consolidation, intercompany eliminations, and compliance with both local GAAP and IFRS. The platform also includes IFRS 16 lease accounting and ESG reporting.

  • How long does implementation take?

    Typical implementations range from weeks to a few months. Pre-configured industry models for Professional Services, Public Sector, Nonprofit, and Higher Education accelerate deployment. The platform's #1 ranking in User Adoption on G2 reflects its intuitive design. Unit4's Success4U program provides dedicated onboarding support.

Enterprise-grade security built for financial data

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Explore the full FP&A platform

Reporting

From data chaos to decision clarity. Automate reports, analyze with AI, and give every stakeholder real-time dashboards they can understand.

Consolidation

Month-end close without the chaos. Automate intercompany reconciliation, multi-currency consolidation, and audit-ready group reporting.

Integrated

Stop planning in silos. Connect P&L, balance sheet, and cash flow planning with operational budgets across the entire organization.

ESG

Track sustainability metrics alongside financial performance. Prove compliance, monitor progress, and turn ESG data into strategic advantage.

IFRS16

Lease accounting without spreadsheets. Automate recognition, measurement, and disclosures for every lease contract with complete audit trails.

People

Workforce planning with financial precision. Model headcount changes, track skills gaps, and align HR decisions with business strategy.

AI

An AI assistant that understands finance. Contextual guidance, proactive insights, and task support built natively into Microsoft Teams.

Ready to see what your finance team is capable of?

Book a personalized demo and we'll show you exactly how Unit4 FP&A can transform your budgeting, forecasting, and reporting, in weeks, not months.

Thank you for your interest in Unit4

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