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Unit4 Financial Planning & Analysis

ESG Planning & Reporting software

Support for sustainability data collection and analysis

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Trusted by organizations turning sustainability commitments into auditable results

  • 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
  • Logo for Unit4 customer - Villeroy & Boch
  • Logo for Unit4 customer - Migros
  • Logo for Unit4 customer - Surrey County Council
  • Logo for Unit4 customer - Niagara Parks

ESG reporting that lives with your financial data

Sustainability shouldn't be a separate spreadsheet exercise. Unit4 ESG Reporting integrates environmental, social, and governance data directly into your FP&A platform. Track progress, prove compliance, and make decisions where sustainability impact and financial impact are visible side by side. Built on the Unit4 platform, trusted by 6,000+ organizations worldwide.

ESG reporting that actually drives decisions

Collect ESG data without chasing spreadsheets


Pull sustainability data from across your organization into one platform. Unit4 integrates directly with your ERP and external sources via APIs, so data arrives automatically instead of through quarterly email chains. Calculate emissions from energy and travel data, track workforce diversity metrics, and store non-financial KPIs alongside your financial data.

Key Features:

  • Centralized data collection across departments and entities
  • API-driven integration with ERP and external data sources
  • Automated emissions calculations (KWh to CO2, distance to CO2)
  • Reuse existing ERP metadata and structures

Monitor performance in real-time


Interactive dashboards show exactly where you stand against ESG targets. Drill down from high-level UN SDG scorecards to granular metrics. Customizable KPI templates let you track what matters most to your stakeholders, whether that's Scope 1-3 emissions, diversity ratios, or community investment. Real-time visibility replaces quarterly guesswork.

Key Features:

  • Real-time dashboards with drill-down analytics
  • UN SDG-aligned KPI scorecards
  • AI-assisted trend analysis and benchmarking tools
  • Customizable reporting templates for any ESG framework

Generate audit-ready compliance reports


Reduce the manual effort of ESG reporting with automated data collection and structured report generation that supports EU Taxonomy, CSRD, and other regulatory workflows. Configure reports that pull data from different model areas and format them to match your specific compliance standards.

Key Features:

  • Support for EU Taxonomy and CSRD compliance workflows
  • Automated ESG data collection and structured report generation
  • Supplier and vendor sustainability tracking
  • Flexible report templates configurable to your compliance standards

Turn sustainability into strategy


Model different sustainability scenarios to understand financial and operational impact before you commit. Identify ESG-related risks like carbon pricing changes, supply chain disruption, or shifting regulations, and quantify them. This is where ESG stops being a compliance exercise and becomes a growth driver. Transparency builds trust, and trust builds value.

Key Features:

  • Risk assessment tools for ESG-related threats
  • Scenario modeling to evaluate sustainability strategies
  • Opportunity identification for growth through ESG
  • Enhanced stakeholder trust through data transparency

More key features & capabilities

  • Finance + ESG in One Platform

    ESG data lives alongside financial data. See the business impact of every sustainability decision without switching systems.

  • Sustainability Goal Tracking

    Monitor progress in real time and identify gaps before they become issues.

  • Automate the Admin

    Stop chasing departments for ESG data. Automated collection via APIs and ERP integration means your team focuses on analysis.

  • Prove Impact to Stakeholders

    Interactive dashboards and audit-ready reports show investors, boards, and regulators exactly what you've achieved.

  • Track Suppliers & Partners

    Track supplier sustainability performance and make procurement decisions backed by ESG data, not assumptions.

  • Scenario Planning for Sustainability

    Model carbon pricing impacts, test net-zero pathways, and evaluate sustainability investments before you commit.

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

Frequently asked questions

  • How does Unit4 ESG Reporting differ from standalone ESG software?

    Unit4 FP&A ESG Reporting helps you track selected environmental, social, and governance metrics alongside financial performance in a single platform. You can connect ESG goals to budget planning and report on both financial and non-financial performance from one system. Please note Unit4 FP&A is not an out-of-the-box solution with pre-populated standards data such as ISSB, CSRD, or GRI. Achieving full regulatory compliance may require a specialist ESG vendor partnership, which Unit4 can support.

  • How does it automate ESG data collection?

    Unit4 ERP integrates directly with your existing systems and external data sources via APIs, automatically pulling sustainability data from across departments. Pre-built conversion calculations such as distance to CO2 and energy consumption to emissions, replace manual spreadsheet work.

  • Does it support EU Taxonomy compliance?

    Unit4 ESG Reporting helps reduce the administrative burden of compliance by automating data collection and providing structured report generation that supports EU Taxonomy workflows. The model includes some other selected calculations and pre-defined business logic (such as KWh, m3, kg CO2, and km conversions) but importantly is not an out-of-the-box solution with pre-populated standards data such as ISSB, CSRD, or GRI. Achieving full regulatory compliance will require a specialist ESG vendor partnership, which Unit4 can support.

  • Can it support Scope 1, 2, and 3 emissions?

    Unit4 supports the calculation and collection modeling capabilities and pre-defined conversion logic for areas such as KWh, m3, kg CO2 and km, not full Scope 1,2, or 3 emissions reporting. The platform provides the tools and structure to organize emissions data, but is not an out-of-the-box emissions reporting solution. For full emissions reporting, organizations may benefit from a specialist ESG vendor partnership, which Unit4 can integrate with.

  • How does ESG integrate with financial planning?

    Sustainability data and financial data share the same platform architecture. Finance teams can model the financial impact of ESG initiatives directly within budget and forecast scenarios. ESG KPIs appear side by side with financial metrics in dashboards.

  • Can we use Unit4 FP&A for regulatory ESG compliance reporting?

    Unit4 FP&A supports aspects of your compliance workflows, but it is not a regulatory reporting solution in itself. The model includes basic calculations and some pre-defined business logic, such as conversions for kWh, m³, kg CO₂ and km. It does not come with pre-loaded standards data or built-in alignment with ESG frameworks such as ISSB, CSRD or GRI. Achieving full compliance typically requires data collection and validation through a specialist ESG vendor, which is a process we can support through our partnerships.

Enterprise-grade security for your sustainability data

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Explore the full FP&A platform

FP&A

The AI-first platform for modern finance. Automate budgeting, forecast with confidence, and connect people to profits in one unified system.

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.

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 connect sustainability and strategy?

See how Unit4 ESG Reporting turns compliance into competitive advantage.
Book a demo and we'll show you ESG and finance working together.

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