Integrated Financial
Planning & Analysis
FP&A / xP&A

Integrated Financial Planning: The Big Picture

Seamlessly connect all departments, data, and sub-plans – P&L, balance sheet, and cash flow.

Modern, Agile Corporate Planning with AI

Scenario-Based Planning, Ad-Hoc Analyses & Rolling Forecasts

Simple User-Interface, Excel-Like, Best-Practice Planning Content

Rapid-to-Use and Best-Practice Content, Easily Adaptable to Your Requirements

25 Years of Project Experience

Reliable Consultants with a Controlling Background, 4.9/5 Stars for Project & Support Satisfaction

Streamline and Accelerate Your Financial Planning with smartPM.solutions

Do you want to connect all departments, actual and planned data in a single point of truth? Would you like all your sub-plans to integrate logically and enable prudent, flexible, and secure corporate management?

Achieve quick wins with the proven FP&A software solution from smartPM.solutions. Flexibly adapt predefined best-practice content to your requirements. Leverage a fully integrated system for planning, analysis, forecasting, reporting, budgeting, and consolidation.

Automated reports with user-friendly, informative dashboards are accessible for different roles, enhancing collaboration efficiency. Accurate AI-driven forecasts and scenario-based simulations increase planning reliability.

Learn More About Fully Integrated Financial Planning in the Factsheet

Contents of the Factsheet: Efficient Integrated Financial Planning

  • Linking all relevant data from various sources into a “Single Point of Truth”
  • Bringing together all sub-plans: sales forecasts, budgets, cost and investment plans into ONE integrated system. Income statement, balance sheet, and cash flow are automatically derived.
  • Making decisions confidently and agilely with rolling forecasts, precise AI-driven predictions, and scenario-based simulations.

  • Easily answering “what-if” questions.

  • Significantly reducing planning costs and time through standardization and automation.

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Proven FP&A Content: Practical Use Cases and Live Insights

Case Study Integrated Business Planning: The  5-Steps-Plan at Rosen Group (PDF) >> 

Implement Integrated Financial Planning (xP&A) in 4 Steps – Short Video >>

Case Study: Fully Integrated Planning at List GC (Download PDF) >>

With smartPM, we have taken our liquidity planning and forecasting processes to a new level. In the past, we used to spend hours juggling Excel spreadsheets to create an accurate plan. Now, we can generate detailed liquidity forecasts on a weekly basis at the push of a button and have a seamless connection to the forecast. This not only saves us an enormous amount of time but also gives us an accurate picture of our financial situation.

Carina Fusswinke, Head of Finance

More smartPM Services

FP&A Software Analysis: Driving Performance Enhancement >> 

Everything you need to know about cash flow planning in the Infosheet >>

Premium Support: Service Level Agreements from smartPM.solutions >>

Learn more about our performance management solutions for financial planning in a free professional consultation

smartPM.solutions Expertise

Find Interesting Articles and Performance Management Expert Events >>

An Overview of smartPM Solutions for Every Use Case >>

Visit our Knowledge Platform for more interesting content >>

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