FP&A
The AI-first platform for modern finance. Automate budgeting, forecast with confidence, and connect people to profits in one unified system.
Unit4 Financial Planning & Analysis
FP&A Integrated financial planning software
Stop planning in silos. Start planning as one.
Trusted by organizations that plan as one connected business
Your financial plan is only as good as what goes into it
When operational budgets live in Excel and financial plans live somewhere else, neither tells the truth. Unit4 Integrated Financial Planning (IFP) brings HR plans, cost center budgets, investment forecasts, and intercompany flows into one connected financial model, so what goes to the board actually reflects what's happening on the ground. This is where operational reality meets financial planning.
Planning that connects the entire business
Most planning tools handle P&L budgeting well enough. But what about balance sheet impact? Cash flow? Intercompany relationships? Unit4 IFP integrates profit and loss, balance sheet, and cash flow planning into one connected financial model. Change a revenue assumption and see the liquidity impact immediately. No manual reconciliation between disconnected plans.
Key Features:
- Integrated P&L, balance sheet, and cash flow planning in one model
- Multidimensional views by region, product, customer, or entity
- Operational budgets connected to financial outcomes
- Changes cascade automatically across connected statements
More key features & capabilities
Intelligent Forecasting
Ava validates data and flags anomalies automatically, then explains variances in plain language so teams act faster.
Reporting for Every Audience
Generate board reports, department dashboards, and regulatory filings from the same data. Auto-update with the Office add-in.
Scenario Planning at Scale
Model unlimited what-if scenarios across groups or entities. Understand balance sheet, income, and liquidity impact.
Transparent Progress Tracking
See exactly where every department stands in the planning cycle. Real-time visibility eliminates surprises.
Deviation & Variance Analysis
Conditional formatting highlights what matters. Drill down to root causes, comment on effects, share insights instantly.
Security & Access Control
Manage user rights to ensure shared but controlled access. Everyone sees their data, no one sees what they shouldn't.
Seamlessly connects with your tech ecosystem
Frequently asked questions
What is integrated financial planning and why does it matter?
IFP connects profit and loss, balance sheet, and cash flow planning into a single financial model that incorporates operational data from HR, sales, and cost centers. A hiring decision in HR automatically impacts compensation forecasts, departmental budgets, and cash flow projections.
How does Unit4 IFP enable collaboration?
Workflow-supported planning allows department heads to input their plans directly while finance maintains oversight. Real-time status checks show where each department stands, eliminating spreadsheet email chains.
What's the difference between IFP and traditional budgeting?
Traditional budgeting is annual, departmental, and disconnected from balance sheet and cash flow planning. IFP connects all financial statements with operational budgets in one model and supports rolling forecasts that update continuously.
What is rolling forecasting?
Rolling forecasting maintains a forward-looking forecast (typically 12-18 months) that updates regularly to reflect current conditions. Unit4 IFP supports this with value-driver-based planning and intelligent forecasting. Ava validates data automatically and uses data storytelling to explain variances in plain language.
Can Unit4 IFP handle multi-entity consolidation?
Yes. Unit4 IFP includes native management consolidation with automated intercompany eliminations, multi-currency support, and dual GAAP/IFRS compliance. For statutory consolidation, it integrates with Unit4 Financial Consolidation.
Enterprise-grade security built for financial data
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.
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 unify your financial planning?
See how Unit4 IFP connects budgets, forecasts, and operations in one platform. Book a demo and we'll show you planning that actually works.