Unit4 Financial Planning & Analysis
AI-native FP&A built for finance teams who lead, not just report.
Trusted by finance teams who plan smarter and act faster
The complete FP&A platform
Budget in hours, not weeks
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.
Key Features:
- Automated workflows that replace manual Excel processes
- Built-in data validation that catches errors before they cascade
- Real-time data integration across departments and entities
- Workflow-supported input collection from budget owners
See the future clearly
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. 97% of users report better quality planning results (BARC Planning Survey 25).
Key Features:
- Flexible scenario planning with instant recalculation
- Anomaly detection and deviation alerts
- Predictive planning powered by historical trend analysis
- Drill-down capabilities to trace any variance to its root cause
Reports that tell stories
Generate boardroom-ready reports instantly instead of spending days formatting spreadsheets. Ava, Unit4's AI advisor, provides contextual guidance as you work and uses data storytelling to explain variances in plain language, so stakeholders understand the "why" behind every figure.
Key Features:
- Automated dashboards with real-time data visualization
- Ava AI advisor with contextual help and data storytelling
- One-click drill-down from summary to transaction level
- Reports aligned to GAAP and IFRS standards out of the box
Connect people to profits
Your biggest cost is your people, and your biggest asset is too. Unit4 bridges the gap between workforce planning and financial planning, so every hiring decision comes with a clear financial impact.
Key Features:
- Workforce planning integrated directly with financial forecasts
- Employee-level compensation modeling and cost projections
- Real-time impact analysis for headcount changes
- Unified view connecting HCM and FP&A data in one platform
More key features & capabilities
Financial Consolidation
Automate multi-entity consolidation across countries and currencies. Meet audit standards without manual reconciliation.
AI Advisor (Ava)
Your AI-powered finance assistant. Ava explains variances, automates analysis, and highlights trends before they become problems.
Scenario Planning
Model unlimited what-if scenarios in minutes. Stress-test assumptions, quantify risks, and present leadership with options.
Lease Accounting (IFRS 16)
Automate IFRS 16 compliance with contract simulation, documentation, and reporting built directly into your planning workflows.
ESG Reporting
Collect, monitor, and report sustainability data for EU Taxonomy and statutory requirements. Prove your ESG commitments with auditable numbers.
Self-Service Dashboards
Give every stakeholder access to live insights without IT involvement.
Intuitive dashboards anyone can use.
Seamlessly connects with your tech ecosystem
#1 rated FP&A software by many industry analysts
BARC:
The Planning Survey 2025
Unit4 FP&A has once again delivered a strong performance in The Planning Survey 25, securing 9 leading positions across 4 peer groups. Recognized for strengths in areas like project success, self-service, and predictive planning, the solution continues to deliver real business benefits. With its flexibility, ease of use and robust functionality, Unit4 FP&A remains a trusted choice for precise, detailed and transparent planning.
Dresner:
EPM Market Study 2025
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.
BPM Partners:
2025 Vendor Landscape Matrix
The 2025 Vendor Landscape Matrix (VLM) positions Unit4 as a top competitor, highlighting our commitment to customer success, ease of use, and cost efficiency.
Is Unit4 FP&A right for you?
For organizations evaluating FP&A independently
Unit4 FP&A delivers enterprise-grade financial planning 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.
For existing Unit4 ERP customers
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.
How Unit4 FP&A compares
Frequently asked questions
What is Unit4 FP&A and how does it compare to Excel?
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.
What results can organizations expect?
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.
How does Unit4 FP&A use AI?
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.
Can Unit4 FP&A handle multi-entity consolidation and international compliance?
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.
How long does implementation take?
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.
Enterprise-grade security built for financial data
Explore the full FP&A platform
Reporting
From data chaos to decision clarity. Automate reports, analyze with AI, and give every stakeholder real-time dashboards they can understand.
Consolidation
Month-end close without the chaos. Automate intercompany reconciliation, multi-currency consolidation, and audit-ready group reporting.
Integrated
Stop planning in silos. Connect P&L, balance sheet, and cash flow planning with operational budgets across the entire organization.
ESG
Track sustainability metrics alongside financial performance. Prove compliance, monitor progress, and turn ESG data into strategic advantage.
IFRS16
Lease accounting without spreadsheets. Automate recognition, measurement, and disclosures for every lease contract with complete audit trails.
People
Workforce planning with financial precision. Model headcount changes, track skills gaps, and align HR decisions with business strategy.