Unit4 Financial Planning & Analysis

Financial reporting and analysis software

From data chaos to decision clarity

Trusted by finance teams who need answers, not more spreadsheets

Month-end shouldn't feel like a crisis

Your team spends days closing the books, formatting reports, and answering "why did this change?" from every direction. Unit4 Reporting automates the close, generates reports instantly, and uses AI to explain variances in plain language. Finance stops firefighting and starts advising.

Reports that answer questions, not raise them

Automate reporting, not just data

Standard reports, ad hoc requests, board presentations. All generated automatically from one source of truth. Unit4 pulls data from actuals, forecasts, and budgets simultaneously, so you compare plan vs. reality in seconds.
East of England Ambulance Service NHS Trust is one-third faster than spreadsheets. That's time your finance team gets back to do what actually matters.

Key Features:

Standard and ad hoc reports generated automatically
Compare actuals vs. forecast vs. budget in one view
MS Office add-in for live board presentation updates
Customized reports with automatic distribution

AI-powered automation and analysis

Investigating a variance should take seconds, not hours. Unit4 combines AI-powered automation with machine learning and advanced analysis to transform how finance teams work. Routine tasks like variance detection, trend identification, and anomaly flagging happen automatically, so your team focuses on decisions, not data processing. Ava explains the "why" behind every variance in plain language before you even ask.

Key Features:

AI-powered automation of variance detection, trend analysis, and anomaly flagging
Machine learning that identifies patterns and improves accuracy over time
Drill down from summary to transactional level (summary-level for external ERPs)
Traffic light and conditional formatting for instant pattern recognition

Dashboards everyone can understand

Finance shouldn't be the only team that understands the numbers. Unit4 Dashboarding gives every stakeholder real-time visibility into the KPIs they care about: EBITDA, gross margin, working capital, liquidity, COGS. Create custom dashboards in minutes, no IT required. When everyone sees the same truth, decisions get faster and better.

Key Features:

Real-time KPI dashboards for EBITDA, margin, liquidity, working capital
Easy customization: build dashboards without IT support
Role-based views so every stakeholder sees what matters to them
Live data updates that eliminate the "wait for month-end" bottleneck

Turn finance into trusted advisors

When reporting and analysis are automated, finance stops being order-takers and starts being strategic partners. Unit4 shifts your role from "can you pull this report?" to "here's what the data means and what we should do about it." When finance speaks the language of the business, not just accounting, you earn a seat at the strategy table.

Key Features:

Automated reporting frees finance teams for strategic work
Data storytelling that translates numbers into business insights
Unified platform brings accounting and FP&A teams together
Self-service dashboards reduce repetitive report requests

More key features & capabilities

Transactional Drill-Through
Drill from summary reports all the way down to individual transactions within Unit4 ERP. No exporting. No reconciling.
IFRS & GAAP Compliance
Meet regional and international reporting standards automatically. No manual reformatting.
Multi-Dimensional Analysis
Slice data by region, product, customer, entity, or any dimension. Every angle without rebuilding reports.
Ava AI Advisor
Your AI-powered finance assistant. Ava flags anomalies, explains variances in plain language, and highlights what needs investigation.
Version Comparison
Compare actuals vs. forecast vs. budget side by side. Track changes across planning cycles.
One-Third Faster
East of England Ambulance Service NHS Trust reports being one-third faster than spreadsheets during month-end close. More time for strategy.

Seamlessly connects with your tech ecosystem

Frequently asked questions

What makes Unit4 Reporting different from standalone BI tools?
Unit4 Reporting is purpose-built for financial planning and analysis with native understanding of actuals vs. forecast vs. budget, period comparisons, and consolidation hierarchies. It allows drill-down to transactional data within Unit4 ERP without exporting. For external ERPs, summary-level integration with export options is available.
How does AI-powered analysis help finance teams?
Ava automatically analyzes variances, identifies trends, and flags anomalies, providing plain-language explanations. This reduces variance investigation from hours to minutes. The AI also flags data quality issues before they cascade through reports.
Can it handle multi-entity consolidation?
Yes. Unit4 Reporting handles complex structures with multiple entities, currencies, and reporting hierarchies. It integrates with Unit4's management consolidation and produces reports compliant with both local GAAP and IFRS.
How does the MS Office add-in work?
The add-in connects PowerPoint and Excel directly to your Unit4 FP&A data. Board presentation templates with live data links automatically update with the latest actuals, forecasts, and budgets when opened.
What is transactional drill-through?
Users start at a high-level summary and drill down through multiple layers to individual transactions within Unit4 ERP. Finance analysts can answer "why did this number change?" in real-time during meetings. For external ERPs, drill-through works to the summary level with export options.