Unit4 promotional image for Nov 2025 finance automation webinar Webinar: Transform finance with automation and insights
See how bringing accounting and FP&A teams together on a single platform
can reduce data checking, minimize errors and promote seamless collaboration.
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Financial reporting and analysis software for smarter decisions

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Deeper insight, better decision-making

Unit4 financial reporting and analysis software empowers finance teams to transform data into actionable insights. With automated financial reporting capabilities, customizable dashboards, and advanced analysis tools, you can draw the big picture and drive better business decisions based on trustworthy numbers that link directly to strategic drivers.

Whether you need to streamline financial closes, perform ad-hoc analysis, or provide stakeholders with real-time performance visibility, our enterprise financial reporting software delivers a single source of truth across your organization. From standard compliance reports to dynamic KPI dashboards tracking EBITDA, margins, and working capital—gain the financial performance reporting your teams need to identify opportunities and act with confidence.

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Key capabilities

    Unit4’s financial reporting and analysis software automates financial closes and responds quickly to ad-hoc requests with:

    • Standard and ad hoc reports.
    • Customized reports and automatic distribution supporting different formats.
    • Compliance with all accounting standards, including IFRS & regional reporting standards.
    • Real-time changes across financial statements.
    • Slice & dice, roll up, drill down and drill through data at a transactional level in Unit4 ERP.
    • Full integration of subplans, periods & versions in the reports (actuals, forecast, budget).

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    Screenshot showing the reporting capabilities of Unit4 FP&A

    Discover hidden patterns and relationships in historical data to help your teams identify potential opportunities and risks to your business:

    • Time series, top ten, top value, break-even and deviation analysis.
    • Ad hoc analysis, hit lists.
    • Trend analysis and automatic target/actual & year-on-year comparisons.
    • Analytical formatting with traffic light method, conditional formatting.
    • Multi-dimensional drill-down/drill-through to analyze deviations between actuals, forecast and budget.

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    Screenshot showing the analysis capabilities of Unit4 FP&A

    Always have all financial KPIs at your fingertips, with dynamic dashboards that are easy to create and customize. So you can track key figures, including:

    • EBITDA.
    • Gross margin.
    • Fixed and current assets.
    • Equity/liquidity.
    • Working capital.
    • COGS, etc.

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    Screenshot showing the dashboarding capabilities of Unit4 FP&A

    Create a better way to work

    • Enable effective business partnering and storytelling for informed decision-making.

    • Create a single source of the truth that spans your organization.

    • Gain a better understanding of dependencies.

    • Uncover hidden trends and patterns to identify and act on opportunities.

    • Open up improved planning, as future developments become more predictable.

    • Achieve significant time savings.

    • Put powerful data visualizations and dashboards at your teams’ fingertips.

    We can now analyze, report, and share the finance data quickly and easily, drilling down to individual transactions and automatically distribute the reports to other stakeholders. Compared with spreadsheets, our financial budgeting and forecasting is one third faster – and the data is dramatically more timely and accurate.

    Robert Abery

    Management Accountant, East of England Ambulance Service NHS Trust

    Supporting FP&A Leaders with accurate budgeting & robust forecasting

    Discover how Leaders of FP&A can gain a clearer view of the organization's financial health and drive greater collaboration with other teams.

    Learn more

    Cover image of Unit4 Excellence beyond Excel eBook Turn the page on complex legacy spreadsheets
    Achieve excellence beyond Excel – harness agile Cloud FP&A tools
    for data-driven insights from a single source of truth.
     Read our eBook  

     
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    Trusted worldwide by organizations that serve people

    Customer Story: Nuclear Restoration Services (NRS)

    This nuclear decommissioning organization (formerly known as Magnox) is driving agile, people-centric business change with integrated Unit4 ERP, FP&A, and Talent Management platforms to bolster organization-wide transformation.

    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*

    icon illustrating EPM72%

    of organizations currently use EPM software*

    icon illustrating cloud innovation63%

    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

    Discover more about Unit4 FP&A

    Plan your future with optimized business planning and advanced forecasting capabilities powered by AI, machine learning and best practices.

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