Financial Planning and Budgeting Software, EPM Software

Requirements
  • Headquartered In: North America
  • Company Size: 250+ Employees
  • Industries: All exclude Federal, State & Local Government, Education K-12, and Higher Education
  • Titles: Finance, CFO, Financial Planning and Analysis exclude Treasury
  • Job Level: Manager+
Overview

Streamline your planning, budgeting, and forecasting processes and say goodbye to repetitive manual tasks. Shorten your planning cycles through automated data integration and validation, and benefit from automated forecasts with increased accuracy with ready-made financial models, while preserving the familiar Excel environment. This makes it easy to implement rolling and short-term forecasts as well as accelerate and improve them with AI capabilities. The integration of sales and finance is seamless with a unified solution that provides users with direct access to all relevant data. The solution also provides faster, more consistent reporting and analysis from standard reports to variance and ad hoc reports.

EPM software allows finance teams to complete their CapEx, P&L, balance sheet, HR cost planning, cash flow planning, revenue planning, scenario planning, financial consolidation, and other FP&A deliverables in less time with greater accuracy so they can focus on value creation rather than manual tasks.

Top reasons our community cites for adopting or considering this solution:

  • Manual data collection from multiple sources.
  • Ensuring data integrity across multiple spreadsheets.
  • Time consuming Manual Scenario planning.
  • Version control and collaboration chaos across departments.
  • Protecting sensitive data.
  • Lack of data analysis and reporting capabilities.
  • Limited data storage and templates.

You must be directly involved in your company’s evaluation process for solutions like this, or in the management chain for people who do. You must be a hands-on user of the prospective solution or in the management chain of users. Please do not register for programs that are an unlikely fit. Your credibility and ours depend on it.

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