Unit4 Financials by Coda

FP&A - part of Financials by Coda

Planning and analysis. On your financials platform.

45+ years of heritage | 750+ customers |
100+ countries | 90% cloud NPS

Trusted by large enterprises that demand accuracy at scale

Planning shouldn't live outside your financials

Part of Unit4 Financials by Coda, this FP&A capability adds budgeting, forecasting, and self-service analysis directly to your single ledger. No bolting on a third-party planning tool, no integration work, no data latency. If you're evaluating a standalone planning platform, explore Unit4's full FP&A platform. If you run on Financials by Coda, plan right where your actuals live.

Planning built into Financials by Coda

Budget without leaving your ledger

Stop exporting actuals to a separate planning tool. Built into Financials by Coda, FP&A pulls directly from your single ledger, so budgets build on live financial data with no import lag. Workflow-supported input collection brings budget owners into the process. When planning shares your financials platform, there's no reconciliation between your plan and your actuals.

Key Features:

Budgeting built directly on single-ledger actuals
No data import, latency, or version mismatches
Workflow-supported input collection from budget owners
One platform for planning and accounting

Forecast with confidence

Model best-case, worst-case, and everything in between. Scenario planning with instant recalculation lets you adjust plans at short notice and answer "what if?" in seconds, not days. Because forecasts draw on live Financials by Coda ledger data, they reflect reality, not last month's export. When forecasting is grounded in actuals, leadership trusts the numbers.

Key Features:

Flexible scenario planning with instant recalculation
Rolling forecasts grounded in live ledger data
Answer "what if?" questions in seconds
Forecasts that always reflect current reality

Analyze without waiting for IT

Self-service analysis puts insight in the hands of finance, not the IT queue. Intuitive dashboards let stakeholders drill down from summary to source transaction in seconds. Ava (Unit4's Advanced Virtual Agent), provides contextual guidance and uses data storytelling to explain variances in plain language. When analysis is self-service, decisions happen faster.

Key Features:

Self-service dashboards requiring no IT involvement
Drill-down from summary to source transaction
Ava AI advisor with contextual help and data storytelling
Plain-language variance explanations

Close the loop between plan and actual

Most planning tools show you the plan but not what actually happened without a data sync. Because it shares the Financials by Coda single ledger, FP&A pulls actuals into plans automatically and surfaces variances in real-time. Compare plan versus actual continuously, not just at month-end. When plan and actual live together, you course-correct before it's too late.

Key Features:

Actuals flow into plans automatically from the single ledger
Continuous plan-versus-actual comparison
Real-time variance visibility
No integration work or data latency

Same Platform
Planning built into Financials by Coda. No third-party integration, data latency, or ongoing maintenance overhead.
Scenario Planning
Model unlimited what-if scenarios in minutes. Stress-test assumptions and present leadership with options.
Ava AI Advisor
Contextual guidance and data storytelling. Ava explains variances in plain language and flags what matters.
Self-Service Dashboards
Give every stakeholder access to live insights without IT involvement. Intuitive dashboards anyone can use.
Live Ledger Data
Plans and forecasts draw on real-time single-ledger actuals. No exports, no lag, no version mismatches.
Faster Planning Cycles
Automated data flows and self-service analysis reduce budgeting and forecasting cycle times significantly.

Seamlessly connects with your tech ecosystem

Frequently asked questions

What is FP&A in Unit4 Financials by Coda?
FP&A for Financials by Coda is the planning and analysis capability built into Financials by Coda, sharing the same single ledger. It covers budgeting, forecasting, scenario planning, and self-service analysis, drawing on live ledger actuals with no integration work or data latency. For a standalone planning platform, see Unit4's full FP&A platform.
How is this different from the standalone Unit4 FP&A platform?
The standalone Unit4 FP&A platform is a full EPM solution for any organization evaluating planning software independently. This capability is purpose-built for Financials by Coda customers who want budgeting, forecasting, and analysis on the same platform as their single ledger, with no gap between plan and actual.
Why plan on the same platform as your financials?
Bolting a third-party planning tool onto your financials creates integration work, data latency, and version mismatches. Because FP&A shares the Financials by Coda single ledger, budgets and forecasts build on live actuals, and there's no gap between your plan and your operational data.
How does Ava AI help with analysis?
Ava (Unit4's Advanced Virtual Agent) provides contextual guidance as you work and uses data storytelling to explain variances in plain language. Combined with self-service dashboards and drill-down to source transactions, it puts insight in the hands of finance without the IT queue.
How does FP&A connect plan and actual?
Because FP&A shares the Financials by Coda single ledger, actuals flow into plans automatically and variances surface in real-time. You can compare plan versus actual continuously, not just at month-end, allowing you to course-correct before it's too late, with no data sync required.