Who We Are

Introducing PlaniFi Platform Analytics, our fully managed platform for your FP&A and consolidations needs, built on a technology stack utilized by thousands of large enterprise customers (think Microsoft, Nestlé, MOD, the NHL or the San Francisco 49ers) today for mission critical business planning (FP&A) and performance management.

We have now made that technology platform available to the mid-market and high growth companies for a fraction of the cost of traditional EPM / CPM tools, while bundling it together with our award-winning proprietary business content.

PlaniFi provides you the rich functionality of an enterprise grade solution, which will grow with your business and requirements at an affordable entry point. And most importantly: we can cover your full journey from selecting, buying, implementing to ongoing customer success. All from one hand, de-risked and no complexity dealing with a corporate software vendor and multiple consultants…

Who utilizes our business content?

From mid-market, to high growth, and large enterprise Fortune 500 companies across all major industries including technology, professional services, manufacturing, retail / e-commerce, banking, agriculture, etc.

For smaller companies we have built a Financial Planning and Reporting Solutions, the PlaniFi FP&A Cloud, which you can activate within 1-2 business days and use at a fraction of the cost for an additional FP&A employee managing spreadsheets.

Our customers serve global markets with representation in many countries of the world, making our solutions global in nature.

Why are we different?

We provide one SaaS solution for enterprise planning, consolidations (group reporting), and analytics on managed platform rich in business content.  Never start from a blank page again.  Deploy our FP&A, Consolidations, and business planning content in weeks to automate and optimize your processes.  Decrease time and expense to deploy enterprise solutions by 30-50% versus traditional solutions.

With the PlaniFi FP&A Cloud, we’re the only Financial Planning and Reporting Solution built on Wall Street leveragede technology, now packaged and ready made for your small or medium sized yet growing business.

What are the deployment models?

Let us manage your FP&A and monthly reporting for you on our platform with fully managed / fractional FP&A services.  Our experts are former practitioners, CPAs and finance leaders who know their trade.

Or let us help your team optimize your processes and we will teach you how to manage the platform. This is no rocket science as we’re based on the leading technology found in all finance departments on this planet.

Flexibility is important to you and we will responding to this need as you require. We will accompany you while you’re growing.

What business content do you offer to optimize our processes?

We have spent more than 8,000 hours in developing high quality business content for our solutions. Financial Statements and Consolidations (group reporting), performance reporting, headcount and people cost planning, capital planning and allocation, supply chain planning are just a few examples.

Find our purpose-built applications here. Either you can purchase them in the SAP Store or we bring them in when implementing your solution. Either way – you will not have to start your FP&A and Consolidations modernization from scratch as we’ll bring you to the 20-yard line already.

Join our webinars  or contact us to set up a time now for an overview or a quick 15-minute demo.