Overview
Enterprise financial power without the ERP overhaul. Accounting, procurement, billing, and asset management on one standalone platform.
Coda by Unit4
FP&A - part of Coda by Unit4
Planning and analysis. On your financials platform.
45+ years of heritage | 500+ 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
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
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.
Enterprise-grade security built for financial data
Explore Financials by Coda capabilities
Accounting
Real-time single ledger with multi-dimensional accounting. Handle multi-entity, multi-currency, and multi-GAAP from one unified model.
Procurement
Smarter procurement with supplier catalogs, Proactis integration, and guided purchasing. Control spending without bureaucracy.
Billing
Precision billing with automated workflows and approvals. Reduce disputes, accelerate payments, and maintain invoice accuracy.
Asset Management
Complete lifecycle control from acquisition to disposal. Automate depreciation and integrate with accounting and procurement.
Spend Analytics
AI-powered Spend Analytics. Uncover savings, mitigate risks, and automate data preparation across your procurement spend.
Ready to plan on your financials platform?
See how FP&A for Financials by Coda unites planning and actuals on one platform. Talk to our team and we'll show you planning that actually works.