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Integrated Financial Planning - xP&A

With smartPM’s Integrated Financial Planning solution you operate any business in full control, connecting all departments and expert estimates – for Actuals and Budgets, and any planning cadence. We tailor our predefined modules exactly to your company’s requirments.
It’s similar to Excel but 100% reliable, transparent and more powerful. With multidimensional data cubes you work with real time data answering any management questions without effort. Extended Analysis & Planning (xP&A) stands for scenario analysis, Top Down Target-setting, Rolling Forecasts, ‘What if’ Analysis and built-in Initiative Tracker & Planning Diary for a seamless online collaboration. Benefit from fully synced Income Statement, Balance Sheet and Cash Flow Statement.

Key benefits of the Integrated Financial Planning solution​

Connected Planning & Reporting: One single point of truth

Get the big picture by connecting all relevant data sources and departments

'What if' analysis and scenario comparison

Effectively answer what-if questions and simulate scenarios (best case/worst case) to take accurate decisions

Advanced planning methods

Define Top-Down targets, leverage rolling forecasts and define key value drivers for your business

Pre-built content, easy to change

Benefit from best-practice solutions based on hundreds of projects' lessons learned

Truly integrated financial planning

Profit and Loss statement, Balance-Sheet and Cash-Flow at your fingertips

Drive your business: monitor, plan, act, execute

Speed up forecast cadence, decide on proper data, reduce planning cost & time

Do you want to know...?

How are we going to perform overall throughout the next years?

IFP connects information across all relevant departments (Sales, OPEX, Finance etc) to provide accurate forecasts and budgets resulting in automatically integrated Profit/Loss, Balance Sheet and Cash Flow Statements.

In which business areas do we need to improve or change?

By shedding some light on different lines of business, smartPM.solutions IFP module allows for focussing business initiatives on the LOB’s which need focus.

In our company many departments run their own forecasts, based on legacy tools and methods. Really tough to connect, keep up to date and quality assure the differents sources and approaches. How can we adress these issues?

Working with smartPM.solutions’ IFP module means focussing on one ‘version of truth’. Everybody connects to the same planning environment and contributes to the quality of the whole organization’s forecasts.

What our Clients say:

One integrated platform. Reduced planning time. 100% data reliability. Precise analysis & forecasts.

Understand the benefit for your company and gain knowledge >>  

Reference Report List GC

Scenario-based thinking – Read the reference report of List GC now and learn how the integrated planning solution changed the way of thinking in the finance department.

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