FP&A software for integrated financial planning | Unit4
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Unit4 FP&A software
for integrated financial planning

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Speed up your planning and forecasting

Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.

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Key capabilities

    Our IFP solution covers all aspects of planning. 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.

    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

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    Trusted worldwide by organizations that serve people

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    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.

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