Financial Planning & Analysis Software
Navigate financial planning & analysis uncertainty with agility, through enhanced collaboration and more timely data-driven decisions. An integrated solution to save time consolidating financial data. Free yourself from an over-reliance on spreadsheets, while better integrating strategy and operations for greater business insights.
Report faster. Simplify consolidation. Ensure compliance.
Navigate financial planning challenges
- Consolidate data from different sources
- Shorten planning cycles
- Centralize data collection and planning
- Adjust plans at short notice
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
Cross functional people planning
- Consistent, collaborative, agile and accurate planning
- More granular employee level planning
- Increased workforce analytics
- Combine workforce planning with financial and operational planning
A single system for financial consolidation
- Integrate with ERP systems to easily consolidate financial data
- Consistency for consolidators, auditors, FP&A and leadership
- Time-saving with resource savings for group reporting
- Meet accountancy standards across complex organizational structures
Regain control, compliance and transparency for IFRS regulations
- Collect, structure and document existing and future leasing contracts
- Connect ERP and FP&A with consolidation systems
- Greater insights on leasing contracts on balance sheet, P&L and KPIs
- Support for simulations, analysis, and visualizations
Prepare for mandatory ESG Reporting
- Collect, analyze and report ESG data in one location.
- Support compliance with statutory reporting requirements.
- Make more informed decisions to drive positive environmental and social impacts.
Plan smarter. Budget robustly. Forecast accurately.
Watch our 90-second explainer and see how we can help your organization thrive in fast-changing times.
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Collaborate – Strengthen partnerships across your organizational functions.
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Optimize – Unify all data, ensuring consistency in financial consolidation and reporting.
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Navigate – Reduce risk and respond with agility to uncertain market conditions.
A flexible and scalable solution
Our cloud FP&A software enables smarter planning, budgeting & forecasting, reporting & analytics. Saving you time in meeting global accounting standards.
3 great reasons to have your FP&A in the cloud:
- Efficiency and flexibility – a cloud environment makes working together easier and everyone more efficient and flexible.
- Better decisions faster – the cloud lets you keep focused on your "core business" – and helps you make better decisions.
- Reduce upgrade costs – the cloud speeds up innovation and digital transformation while keeping upgrade costs down.
#1 rated software for planning and analysis
by many industry analysts
Check out our recent awards and analyst ratings
Dresner Industry Excellence Awards 2023
Unit4 FP&A has been recognized as "Overall Leader" in Enterprise Performance Management based on vendor ratings in Dresner’s annual Wisdom of Crowds Market Studies.
Dresner 2024 Workforce Planning & Analysis Report
Unit4 FP&A has moved to first place in Dresner’s 2024 vendor ratings for Workforce Planning and Analysis tools, ahead of 11 other vendors.
Purpose built for your industry
The Unit4 FP&A solution has been specifically tailored for the
financial planning and analysis needs of organizations like yours.
Our bespoke pre-built models include industry reports, dashboard, processes, workflows and other
out-of-the box ready content. Our Industry Models accelerate the time-to-value for our customers
and reduce the onboarding time for our implementations.
Supporting you in your role
Achieve more
with your Unit4 solutions
Combine Unit4 FP&A and Unit4 ERP for great results.
Our unified, transparent and agile solution helps you collaborate even better and drive seamlessly aligned operational, strategic and financial planning across your entire organization.
Unsure how best to
modernize your FP&A?
If you’re struggling to decide between ERP with integrated performance management vs. independent solutions, this report, from leading analyst firm BARC, will help. It walks you through key points on how to choose the right digital FP&A solution for your business.
Building customer success
We're trusted worldwide by organizations that serve people
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.
Alison Upton
Finance Manager, NHS Bedfordshire Hospitals Foundation Trust
Making a real difference
Here are some examples of the concrete benefits
and savings our customers experience by using
our solutions
100
Excel files and 1 week of effort reduced to 30 minutes and a few clicks
2.5
months' effort saved each year in FP&A processes
30
person-days saved per year by streamlined processes
15%
reduction in report creation time + improved budgeting & forecasting
Success stories
Powering the future
Discover how this nuclear decommissioning organization (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.
Additional resources
Product focus: Unit4 Financial Planning & Analysis
Discover how we can help you take control of the business planning and forecasting processes across your organization.
Product focus: Unit4 Financial Planning & Analysis
Discover how we can help you take control of the business planning and forecasting processes across your organization.
From financial planner to trusted advisor
Transform FP&A to reimagine what your finance team can do and empower them to lead the way through uncertain times.
Connecting operations with strategy, financial planning, and analysis
Learn how to connect operations to strategy with an integrated ERP and FP&A solution for more trust and faster decisions.
Unit4 FP&A Professional Services Organization Model
Discover how our FP&A solution can help PSOs to focus on projects, while supporting more impactful decision-making.
Unit4 FP&A Professional Services Organization Model
Discover how our FP&A solution can help PSOs to focus on projects, while supporting more impactful decision-making.
Looking for one of our other Unit4 solutions?
Some of our product names have had makeovers in recent times:
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Unit4 Enterprise Resource Planning (ERP) is the new name for Unit4 Business World, which was also known for many years as Unit4 Agresso.
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Unit4 Financial Planning & Analysis (FP&A) is the new name for Unit4 Prevero.
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Unit4 Talent Management is the new name for our intuo talent enablement software. It is part of the Unit4 Human Capital Management (HCM) suite.
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Unit4 Financials by Coda was also known for many years as Unit4 Coda.