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FP&A integrated financial planning software
Extending planning and analysis with integrated financial planning solutions
Unit4's integrated financial planning software brings together budgeting, forecasting, and financial analysis in one unified cloud platform. Our FP&A integrated financial planning solution enables finance teams to move beyond disconnected spreadsheets and gain real-time visibility into organizational performance.
Whether you need to manage complex scenarios, plan cash flow, or consolidate financial data across multiple entities, our integrated financial planning solutions provide the flexibility and control modern finance teams require.
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.
- Scenario Planning for the entire group, as well as individual entities.
- Powerful management consolidation, including reconciliation, intercompany rules & audit trail.
- 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.
- Risk management and the potential upside or downside to your organization.
- 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.
- 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”.
Create a better way to work
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Increase the speed and quality of your budgeting process.
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Deliver greater participation in planning across the organization.
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Trust the numbers by bringing all business data into a single, orchestrated financial plan.
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Realize significant time savings during planning cycles and enable faster data processing.
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Focus on the important aspects of financial planning & analysis.
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Gain a transparent overview of the progress and results of all planning cycles.
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Respond to change and uncertainty by simulating and planning for different scenarios.
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Easily share and interpret the numbers by using graphical visualizations and dashboards.
Scenario planning makes you ultra responsive to change
Discover how Unit4’s FP&A solution can help your organization to prepare and adapt for fast-changing, uncertain times by identifying risks, exploring opportunities and modeling different scenarios.
Watch our short overview video to find out how!
Risk management and
business planning
Risks and uncertainties can be difficult to predict but they have the potential to create significant disruption for your organization.
Find out how to manage this more effectively with our smarter, integrated Cloud FP&A tools
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
Webinar: Unlock cash flow to drive growth
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Trusted worldwide by organizations that serve people
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.
Why Cloud?
The internal costs for organizations running an on-premises FP&A solution are increasing constantly. Additionally, locally
installed solutions become inflexible over time, which makes them challenging to maintain. Unit4 Cloud FP&A offers a
streamlined, adaptable solution to address evolving business needs with agility.
89%
of organizations now see EPM as critical, very important, or important*
72%
of organizations currently use EPM software*
63%
of organizations now deploy EPM entirely in the cloud*
On-premise deployment of EPM is in sharp decline – falling from an already low 19% in 2024 to just 7% in 2025*.
*Source: Dresner – EPM Market Study 2025
Read the report Find out more about FP&A in the Cloud
