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

One model for the whole 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

Let the whole organization plan together

Financial planning isn't just a finance job. Every department makes decisions that impact the numbers. Unit4 IFP gives budget owners workflow-supported tools to input their plans directly, with status checks and approval stages that keep finance in control. No more emailing spreadsheets and hoping the right version comes back.

Key Features:

Workflow-supported planning for finance teams and business units
Real-time status tracking across every department
Role-based access controls
Process documentation and multi-cycle budget comparisons

Plan continuously, not annually

The annual budget is outdated the day it's approved. Unit4 IFP replaces static budgets with rolling forecasts that extend 12 to 18 months into the future, updated as conditions change. Intelligent forecasting validates data entry and flags anomalies before they cascade. Ava, Unit4's AI advisor, uses data storytelling to explain variances in plain language, so stakeholders understand what changed and why. Unit4 is targeting a 30% reduction in time-on-task across its platform through Ava, and intelligent forecasting in IFP is where that shows up most clearly. When the market shifts in June, you don't wait until next January to adjust.

Key Features:

Rolling forecasts that replace static annual budgets
Value-driver-based planning tied to real business metrics
Intelligent forecasting with automatic data-entry validation
Ava data storytelling that explains variances in plain language

Consolidate as part of your planning process

Multi-entity consolidation doesn't have to be a separate process. Unit4 IFP handles management consolidation natively: intercompany eliminations, multi-currency conversion, and audit trails are built into the planning workflow. For statutory consolidation requirements, Unit4 IFP integrates seamlessly with Unit4 Financial Consolidation.

Key Features:

Management consolidation with automatic intercompany eliminations
Full audit trail throughout the planning process
Local GAAP and IFRS support simultaneously
Multi-entity, multi-currency consolidation in one platform

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.