Transform Your FP&A with PlaniFi FP&A Cloud

Streamline your Planning, Budgeting, Forecasting, and Reporting.

Key Benefits

Unlock Real-Time Insights for Strategic Decision-Making

With real-time financial reporting, you can confidently access up-to-the-minute data. This empowers you to analyze forecasts instantly, identify trends, and make informed decisions that drive growth and profitability. Stay ahead of the competition by ensuring your financial insights are always accurate, timely, and actionable—allowing you to steer your company toward sustained success.

Automate to Elevate Your Strategic Impact

With automation in your new system, you can free up valuable time to focus on what truly matters—analyzing your business and driving strategic growth. Push-button reporting, guided workflows, intelligent financial calculations, and automated real-time processing streamline your operations, allowing you to concentrate on deriving actionable insights and implementing strategic plans. Empower your team to do what they do best—transforming data into decisions that propel your company forward.

Scalability to Never Grow out of your System

Built on the same platform trusted by Wall Street giants like Microsoft, Google, Accenture, CVS Health, and ExxonMobil, this solution is designed to scale with your business, no matter its size. Tailored specifically for SMBs, you can start using the solution within days, with the confidence that it will support your growth all the way to becoming an industry leader. Whether you’re a $20M Mom & Pop shop or on your way to joining the ranks of global giants, you’re in good company. Trust the strategic decisions of top CFOs and secure your future with a world-class FP&A solution.

You’re in Finance – Seamlessly Connect with Excel and PowerPoint

You’ve spent a lot of nights with your spreadsheet. Your board loves your presentations (not seeing your grey hair you’ve grown building them). We get it. That’s why you can easily connect your FP&A Cloud to those office tools. Let the T&E cost controller use her super detailed input sheet and just connect the consolidated item to your system. Embed the Cash Flow Forecast in your beautifully crafted presentation and show today’s data automatically. Rest assured that all data resides within the system and is accurate.