Financial planning and analysis software - Unit4
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Laptop with award shown on screenDresner Industry Excellence Awards 2023

Unit4 has been recognized as an Overall Leader in 
Enterprise Performance Management.

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Financial Planning & Analysis Software

Forecast accurately. Model efficiently. Navigate financial planning & analysis uncertainty with agility through enhanced collaboration, and more timely data-driven decisions.  Free yourself from complexity and over-reliance of spreadsheets, while better integrating strategy and operations for greater business insights.


Plan smarter. Budget robustly. Forecast accurately.


Watch our 90-second explainer and see how we can help your organization thrive in fast-changing times.

  • Collaborate – Strengthen partnerships across your organizational functions

  • Optimize – Unify data, reduce risk and simplify processes

  • Navigate – Respond with agility to uncertain market conditions

Increase speed and accuracy in planning

Empower and align your teams

Gain deeper insight for better decision-making

Report faster. Analyze in-depth.  
Model efficiently.

Our cloud FP&A software helps you put the numbers to work – through smarter planning, budgeting & forecasting, reporting & analytics.

    A flexible and scalable solution

    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.
    Screenshot showing the advantages of UNit4 FP&A in the cloud

    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

    #1 rated software for planning and analysis
    by many industry analysts

    Check out our recent awards and analyst ratings


    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

    NHS East of England Ambulance Service
    Levio Business + Technology
    St Polten logo

    We can now analyze, report, and share the finance data quickly and easily, drilling down to individual transactions and automatically distribute the reports to other stakeholders. Compared with spreadsheets, our financial budgeting and forecasting is one third faster – and the data is dramatically more timely and accurate.

    Robert Abery

    Management Accountant, East of England Ambulance Service NHS Trust

    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

      Customer Interview: Magnox

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

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      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

      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.

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      Looking for one of our other Unit4 solutions?

      Some of our product names have had makeovers in recent times:

      Let’s talk about what People Experience means 4U.

      Request a personal demo with one of our industry experts.