Skip to main content
Home

Unit4 FP&A software
for integrated financial planning

FP&A icons - magnifying glass, eye, graph

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.

Read our datasheet    Get our full eBrochure

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.

    Chat or book a demo

    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.

    Chat or book a demo

    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.

    Chat or book a demo

    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”.

    Chat or book a demo

    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

    See more customer stories

    Trusted worldwide by organizations that serve people

    Logo of Unit4 customer, Beazley
    Logo of Unit4 customer, Hirschvogel Automotive
    Logo of Unit4 customer, Hollandia
    Logo of Unit4 customer, Niagara Parks
    Logo of Unit4 customer, City of Port Moody
    Logo of Unit4 customer, Ricola
    Logo of Unit4 customer, Villeroy & Boch
    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.

    Explore our other software solutions
    Eye icon on green background
    See how we support your industry
    Upward trend arrow icon on green background

    Let’s talk about what People Experience means 4U.

    Request a personal demo with one of our industry experts.