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Unit4 FP&A software
for integrated financial planning

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Extended planning and analysis

Take a flexible, integrated approach to unify your organization’s extended planning needs, whether planning cash flow, managing operational budgets or forecasting revenue.

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Key capabilities

    Our IFP solution supports all aspects of extended planning and analysis. It gives you a clear overview of your actual figures, as well as forecasting capabilities, analytics and reporting customized to different target groups.

    • Integrated P&L, balance sheet & cash flow data.
    • Integrated view on actuals, medium- & long-term planning and forecasting.
    • Multidimensional views, e.g. according to regions, products, customers, etc.
    • Planning for the entire group, as well as its individual entities.
    • Powerful management consolidation, including reconciliation, intercompany rules & audit trail.

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    Screenshot showing the integrated financial planning capabilities of Unit4 FP&A
    • Bottom-up and top-down planning.
    • Integrating operational budgets (e.g. HR, cost center, investment planning, intercompany relationships, allocations).
    • Strategic planning.
    • Financial scenario planning based on sales, costs, financial data and KPIs.
    • Modern methods such as rolling forecasts, value-driver based planning and frontloading.
    • AI forecasting and automatic data-entry checks.

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    Screenshot showing the Planning, budgeting and forecasting capabilities of Unit4 FP&A
    • Standard and ad hoc reporting.
    • Covering local GAAPs and IFRS accounting standards.
    • Individual reports for different user groups available at any time.
    • MS Office add-in to automatically fill-in and update board presentations.
    • Automatic report distribution via email.
    • Deviation analysis and commenting on effects.
    • Variance analysis, including conditional formatting to help highlight deviations.
    • Visualization of scenario impacts on income statement, balance sheet and liquidity.
    • Ad hoc analysis, hit lists and benchmarks.

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    Screenshot showing the analytics and reporting capabilities of Unit4 FP&A
    • Workflow-supported planning for both the FP&A department and the business.
    • Status checks during the planning process.
    • Process documentation and budget comparisons across several planning cycles.
    • Easy management of individual user rights to ensure shared but controlled access to a “single source of truth”.

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    Screenshot showing the ease of use of the tools and capabilities of Unit4 FP&A

    Create a better way to work

    • Increase the speed and quality of your budgeting process.

    • Deliver greater participation in planning across the organization.

    • Trust the numbers by bringing all business data into a single, orchestrated financial plan.

    • Realize significant time savings during planning cycles and enable faster data processing.

    • Focus on the important aspects of financial planning & analysis.

    • Gain a transparent overview of the progress and results of all planning cycles.

    • Respond to change and uncertainty by simulating different scenarios.

    • Easily share and interpret the numbers by using graphical visualizations and dashboards.

    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.

    We are pleased to have a solution that uncovers real-time financial and people insights so we can focus our energy on our real purpose and business objectives.

    David Adames

    CEO of the Niagara Parks Commission, Canada

    See more customer stories

    Supporting FP&A Leaders with accurate budgeting & robust forecasting

    Discover how Leaders of FP&A can gain a clearer view of the organization's financial health and drive greater collaboration with other teams.

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    Trusted worldwide by organizations that serve people

    Cover image of Unit4 customer story - City of Port Moody

    Customer Story: City of Port Moody

    Municipal budget planning has been transformed at the City of Port Moody. Standardizing on Unit4 FP&A is delivering agile, accurate, automated financial planning, management, and forecasting for this thriving Canadian city.

    Discover more about Unit4 FP&A

    Plan your future with optimized business planning and advanced forecasting capabilities powered by AI, machine learning and best practices.

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