Financial Planning & Analysis
Unit4 Integrated Financial Planning
Stop planning in silos. Start planning as one.
Trusted by organizations that plan as one connected business
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The annual budget is outdated the day it's approved.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
Why organizations choose Unit4 for integrated financial planning
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.
Enterprise-grade security built for financial data
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