Spotlight
Meet Ava: the AI-powered agent and advisor
Ava, Unit4’s Advanced Virtual Agent, is here to transform how you work. Find out more.
Watch our webinar: "Transform finance with automation and insights"
Save your Finance team from stress and frustration, with smarter month-end reporting.
Financial planning and analysis built for finance teams who lead. Connected to your ERP. Accelerated by AI.
Finance teams still spend too much time gathering data, reconciling versions, and rebuilding reports that should update themselves. Unit4 FP&A is cloud FP&A software that consolidates your budgeting, forecasting, and reporting into one platform, recognized as an Overall Leader for Customer Experience by Dresner Advisory Services, with 9 leading positions in the BARC Planning Survey 25.
Less time wrangling numbers. More time acting on what they tell you.
Stop copying data between spreadsheets and chasing department heads for inputs. Unit4 FP&A pulls real-time financial and operational data into one platform, automating the collection, validation, and consolidation that used to take weeks.
Automate multi-entity consolidation across countries and currencies. Meet audit standards without manual reconciliation.
Your AI-powered finance assistant. Ava explains variances, automates analysis, and highlights trends before they become problems.
Model unlimited what-if scenarios in minutes. Stress-test assumptions, quantify risks, and present leadership with options.
Automate IFRS 16 compliance with contract simulation, documentation, and reporting built directly into your planning workflows.
Collect, monitor, and report sustainability data for EU Taxonomy and statutory requirements. Prove your ESG commitments with auditable numbers.
Give every stakeholder access to live insights without IT involvement.
Intuitive dashboards anyone can use.
The findings for Unit4 FP&A are clear: strong satisfaction, real business outcomes, and proven ratings confirmed by planning professionals in the world's largest independent survey of planning software users.
91%
of surveyed users are satisfied with Unit4 FP&A
95%
increased the transparency and traceability of their planning
Dresner’s annual EPM Market Study recognizes Unit4 FP&A as an "Overall Leader" for Customer Experience, along with high value and low overall TCO.
The 2025 Vendor Landscape Matrix (VLM) positions Unit4 as a top competitor, highlighting our commitment to customer success, ease of use, and cost efficiency.
Unit4 FP&A delivers enterprise-grade financial planning and analysis software with AI at its core, industry-specific models, and a lower total cost of ownership than legacy EPM solutions. Built for mid-market and enterprise organizations in people-centric industries.
You already run your financials, HR, and projects on Unit4. Adding a third-party FP&A tool means integration work, data latency, and ongoing maintenance. Unit4 FP&A gives you planning, forecasting, and analytics on the same platform, with no gap between your plan and your operational data.
FP&A, financial planning and analysis, is the finance function that turns accounting data into forward-looking decisions: budgeting, forecasting, scenario modelling and management reporting. Where accounting records what happened, FP&A works out what should happen next and what it will cost.
Four things: live integration with the ERP so plans use actual data rather than exports; scenario planning that recalculates instantly; workflows that collect inputs from budget owners without spreadsheets; and reporting that explains variances, not just lists them. For organizations planning across entities, integrated financial planning that connects P&L, balance sheet and cash flow is the test of whether the tool is a planning platform or a better spreadsheet.
Unit4 FP&A is a cloud-native platform that replaces manual Excel-based budgeting, forecasting, and reporting with automated workflows, AI-powered analysis, and real-time data integration. Organizations typically reduce budgeting time by 33% and save 2.5 months of FP&A effort annually.
Unit4 includes AI-powered analysis through Ava, scenario planning, and collaborative workflows that Excel cannot provide, making it suitable for mid-market and enterprise organizations that have outgrown spreadsheet-based planning.
Organizations using Unit4 FP&A typically see 33% faster budgeting and forecasting cycles, with BARC reporting an implementation success score of 8.4/10 vs. the 6.2 industry average. 97% of surveyed users achieved better quality planning results, and 100% achieved better integration of financial and operational planning (BARC Planning Survey 25). Dresner recognizes Unit4 FP&A as an Overall Leader for Customer Experience with high value and low overall TCO.
Unit4 is embedding AI across its entire platform with company-wide targets of 30% reduction in time-on-task, 50% fewer errors, and 60% faster error resolution. In FP&A, AI shows up through Ava, your virtual advisor, which provides contextual help as you plan and uses data storytelling to explain variances in plain language. Ava also validates data entry and flags inconsistencies. The BARC Planning Survey found that 97% of Unit4 users achieved better quality planning results.
Yes. Unit4 FP&A supports complex, multi-entity structures spanning multiple countries and currencies, with automated consolidation, intercompany eliminations, and compliance with both local GAAP and IFRS. The platform also includes IFRS 16 lease accounting and ESG reporting.
Typical implementations range from weeks to a few months. Pre-configured industry models for Professional Services, Public Sector, Nonprofit, and Higher Education accelerate deployment. The platform’s #1 ranking in User Adoption on G2 reflects its intuitive design. Unit4’s Success4U program provides dedicated onboarding support.
ERP customers: You already run your financials, HR, and projects on Unit4 ERP. Adding a third-party FP&A tool means integration work, data latency, and ongoing maintenance. Unit4 FP&A gives you planning, forecasting, and analytics on the same platform, with no gap between your plan and your operational data.
From data chaos to decision clarity. Automate reports, analyze with AI, and give every stakeholder real-time dashboards they can understand.
Month-end close without the chaos. Automate intercompany reconciliation, multi-currency consolidation, and audit-ready group reporting.
Stop planning in silos. Connect P&L, balance sheet, and cash flow planning with operational budgets across the entire organization.
Track sustainability metrics alongside financial performance. Prove compliance, monitor progress, and turn ESG data into strategic advantage.
Lease accounting without spreadsheets. Automate recognition, measurement, and disclosures for every lease contract with complete audit trails.
Workforce planning with financial precision. Model headcount changes, track skills gaps, and align HR decisions with business strategy.
An AI assistant that understands finance. Contextual guidance, proactive insights, and task support built natively into Microsoft Teams.
Book a personalized demo and we'll show you exactly how Unit4 FP&A can transform your budgeting, forecasting, and reporting, in weeks, not months.