On-demand Webinar: The evolution of EPM –
Maximizing value through Cloud integration and AI
Our exclusive webinar with Dresner Advisory Services, based on the "Wisdom of Crowds EPM Market Study", explores key EPM trends and the value of cloud-native FP&A.
Watch now!
Cloud FP&A platform for Financial Planning & Analysis
Plan smarter.
Forecast reliably.
Report accurately.
Unit4 FP&A is a cloud-native FP&A platform designed for services-led, people-centric organizations. Our enterprise FP&A software provides integrated financial planning capabilities that consolidate data, automate analysis, and deliver a single source of truth for confident decision-making.
With our cloud FP&A software, finance teams can move beyond spreadsheet dependency to harness AI-driven insights, streamlined workflows, and industry-ready models. Whether you need advanced budgeting, forecasting, financial consolidation, or comprehensive reporting, Unit4's FP&A platform delivers the flexibility and control your organization requires.
Trusted by
Trusted data and a single source of truth
A flexible Cloud FP&A platform
Get smarter planning, budgeting, forecasting, reporting & financial analysis. Gain efficiency and flexibility for your teams to work together. Make better decisions, faster and focus on your "core business". Reduce upgrade costs with faster innovation and digital transformation.
Combining Unit4 ERP with FP&A
Seamlessly align operational, strategic and financial planning. Improve visibility and decision-making with a single source of truth. Raise productivity through best practices and automation. Lower operating costs by unifying processes and integrating systems.
Navigate financial planning challenges
Utilize FP&A tools to consolidate data from different sources. Shorten planning cycles and gain better visibility & control. Centralize data collection and planning. Adapt plans at short notice.
Apply enhanced analysis and dashboarding
Integrate data from different sources. View numbers across actuals, plans and forecast. Drill down to identify root causes and dependencies. Track performance across key strategic drivers. Save time with automated financial analysis.
Improve cross-functional people planning
Sharpen focus with more granular employee-level planning. Broaden insights by expanding workforce analytics. Plan end to end across your workforce, finances and operations.
Gain a single financial consolidation and financial analysis system
Easily consolidate financial data by integrating with ERP systems. Deliver consistency for consolidators, auditors, FP&A and leadership. Save time and resources needed for group reporting. Meet accountancy standards across complex organizational structures.
Ensure compliance and transparency for lease accounting
Collect, structure and document existing and future lease contracts for standards such as IFRS16. Connect ERP and FP&A with consolidation systems. Gain greater insights on leasing contracts on balance sheet, P&L and KPIs. Explore more scenarios using simulations, analysis, and visualizations.
Prepare for mandatory ESG Reporting
Work in one place to collect, analyze and monitor ESG data – such as the EU Taxonomy. Support compliance with statutory reporting requirements. Do better by making more-informed decisions for positive environmental and social impacts.
The FP&A platform built for services-led, people-centric organizations
Discover how our FP&A solutions are designed for your role and industry
Chief Financial Officers (CFOs)
Discover how Unit4 FP&A provides CFOs with a robust single source of truth for better decision-making, business partnerships and service offerings.
Financial Planning & Analysis Managers
Explore how FP&A Managers can gain a clearer view of the organization's financial health and drive greater collaboration with other teams.
CIOs and IT Directors
See how Chief Information Officers and their teams of IT professionals can equip their organization to thrive in a digital-first world.
Professional Service Firms
Our FP&A solution helps professional service firms to focus on projects, while supporting better financial planning and impactful decision-making.
Public Sector Organizations
Unit4 provides the tools for public sector organizations to plan strategically, report on performance, identify issues, scenario plan and adapt to change.
Nonprofit Organizations
Our solutions help nonprofits deliver on their mission by maximizing available funding, building greater trust, and being able to make decisions with precision.
Get the most from your Unit4 FP&A solutions
Unit4 Success4U
Your investment in our solutions is more than a transaction; it’s a partnership.
Discover how we deliver on that promise, through our Success4U SaaS methodology – a personalized and industry-informed partnership that helps turn your goals into meaningful results. Using our proven methodology, we simplify your SaaS journey through proactive, value-driven services that deliver measurable impact.
#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.
Making a real difference
Here are some examples of the concrete benefits and savings
that our customers experience by using our solutions.
Continuous innovation in the cloud
Moving your on-premises version of Unit4 FP&A to the Unit4 Cloud empowers you to reduce IT complexity, lower upgrade costs, and unlock continuous innovation. By eliminating the burden of infrastructure maintenance, your teams can focus on strategic initiatives that drive impact. Backed by Microsoft Azure, Unit4 ensures enterprise-grade security, compliance, and resilience – so you can confidently evolve at your own pace, with faster access to new features, smarter tools, and greater efficiency.
Imagine achieving an ROI of $3.86 for every $1 spent.
Ready to find out how your organization can benefit from the Unit4 Cloud?
Get started
Streamline and simplify
data collection
Outdated tools and siloed, incompatible systems can be a major drain on productivity and informed decision-making. Whether reporting across a group or across different departments or operations, Unit4 FP&A delivers a single, shared source-of-truth and the tools to streamline analysis, reporting and action on the insights gained.
Imagine reducing 1 week of effort, on 100 separate Excel files, down to just 30 minutes and a few clicks.
Looking for reliable data and sharper insights?
Talk to our friendly team
Transform your
FP&A processes
Inefficient manual processes and legacy tools can seriously slow down the work of your teams. Unit4 FP&A streamlines processes, automating financial analysis and tedious manual tasks while freeing your teams to focus on more strategic activities.
Imagine saving 2.5 months' effort each year in FP&A processes.
Interested in smarter processes?
Talk to our friendly team
Integrate planning
for better agility
It’s hard to plan and to manage risk effectively across the organization, while juggling manual, fragmented spreadsheets. Unit4 FP&A enables integrated financial and operational planning, to help budget holders administer budgets and adjust for changes.
Imagine if you could carry out budgeting and forecasting 33% faster by planning across finance and operations.
Want to speed up budgeting?
Talk to our friendly team
Trusted by customers in people-centric industries worldwide
See how Unit4 FP&A supports service-focused organizations, where people make the difference.
Customer video
Financial analysis tools to
power the future
Discover how nuclear decommissioning organization NRS (formerly known as Magnox) is driving agile, people-centric business change with integrated Unit4 ERP, FP&A, and Talent Management platforms to bolster organization-wide transformation.
"Unit4 FP&A is a quantum step forward for the Trust. We now benefit from consistent, collaborative, and accurate planning. The automation saves about three weeks during the budget setting process. And it saves us at least one week in terms of pulling all the forecasts together."
Latest insights and resources
eBook:
Unit4 Financial Planning & Analysis (FP&A)
Navigate change and plan confidently – with our agile Cloud FP&A solution – harnessing data-driven insights from a single source of truth.
FP&A is evolving –
are you ready?
Discover how today's leading FP&A teams are becoming true business partners, using AI and cloud technology to drive strategy and enhance decision-making.
Download the whitepaper Watch our webinar
Blog:
Transforming FP&A with the Data Storyteller role
Discover how the FP&A Data Storyteller role helps transforms complex data into actionable insights, enabling teams to make informed, smarter decisions.
Research report:
BARC x BPM Partners: Global CPM Trends
Explore the Corporate Performance Management market dynamics for 2025, with these leading research companies, and get ready for the future of CPM/EPM/FP&A.
Video:
Imagine the savings...
Unit4 FP&A could save enough of your professionals' time to pay for itself...and much more.
Resource page:
Unit4 FP&A vs Excel
Excel is no longer an appropriate tool for a modern finance function. Unit4's cloud-based FP&A platform offers improved efficiency, collaboration and forward-thinking processes.
Webinar:
FP&A systems to help you navigate uncertainty with agility
Watch this webinar to explore the key trends impacting financial operations and learn how modern digital tools can help finance teams identify, adapt to, and evaluate these trends as they occur.
Looking for more resources?
Explore the large collection of additional support materials, blogs and videos in our resource center.
Webinar: Drive smarter decisions with Unit4 ERP and integrated FP&A
Discover how a transparent, cross-functional approach can minimize data errors,
enhance trust, and accelerate decision-making.
Watch now!