Alternatives to Aleph

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.

Synario is an industry-leading platform for financial modeling that answers tomorrow's questions. Synario will help you make data-informed financial decisions that will lead your company to a brighter future. Switch to a purpose-built modeling platform that enables advanced modeling, analysis, insight, and reporting. Synario gives your finance team a complete view of your financial future with its patented layering technology and automated financial statements. Contact us to learn how Synario can benefit your organization.

Enhance your agility and insights to excel in any market environment with Oracle Fusion Cloud Enterprise Performance Management (EPM). This solution enables effective modeling and planning across various functions such as finance, HR, supply chain, and sales, while also simplifying the financial close process to facilitate improved decision-making. It thoroughly meets diverse requirements with extensive capabilities in financial and operational planning, consolidation, close processes, and master data management. By ensuring seamless integration between finance and all other business sectors, it promotes enterprise-wide agility and alignment. Leverage scenario modeling and advanced analytics to enhance decision-making. Oracle EPM is consistently recognized as a leader by analysts, with numerous clients reaping greater benefits by utilizing their EPM processes in the cloud. Focus on agile and interconnected planning across all areas—from scenario analysis and long-term planning to budgeting and departmental strategies—supported by industry best practices and cutting-edge technology. With Oracle EPM, organizations can make informed decisions that align with their strategic goals.

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

Planwhiz enables finance teams to collaborate effectively with other departments by aligning on shared objectives and simplifying variance analysis to uncover growth prospects. By serving as a unified source of truth, it integrates seamlessly with accounting, HR, and spreadsheets while offering comprehensive insights into the origins of each budgeting component. This platform ensures that all stakeholders are aligned and informed. Enhance your planning procedures to achieve impactful outcomes through Planwhiz. With its user-friendly, precise, and collaborative approach, you can quickly adapt to evolving circumstances with flexible financial planning solutions. Featuring a range of pre-designed reports, including Profit & Loss statements, cash flow reports, SaaS metrics, and headcount analysis, Planwhiz delivers real-time insights and assessments for various scenarios. By automating repetitive report generation tasks, you can eliminate monotony and boost your productivity. Receive your reports promptly as needed, facilitating easy sharing of performance data both within your organization and with external parties. Ultimately, Planwhiz revolutionizes the way teams work together, fostering a more efficient and responsive planning environment.

Vena Solutions provides an all-encompassing platform for financial planning and analysis (FP&A) that works harmoniously with Microsoft Excel. This innovative platform empowers companies to enhance their budgeting, forecasting, reporting, and financial closing activities through the use of AI-driven automation. By facilitating real-time collaboration, offering customizable workflows, and featuring user-friendly dashboards, Vena enables organizations to make well-informed decisions, boost operational efficiency, and ensure regulatory compliance. Additionally, Vena's compatibility with Microsoft 365 applications along with its robust data transparency capabilities delivers a unified source of truth for financial operations, making it an excellent choice for businesses, regardless of their size. With its focus on enhancing financial processes, Vena Solutions stands out as a valuable tool for organizations looking to streamline their financial management practices.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Create models at ten times the speed, link them directly to your data sources, and share insights through interactive dashboards with stunning visuals. Causal's formulas are designed to be straightforward—eliminating the need for complex cell references or cryptic syntax, and a single formula in Causal can replace dozens or even hundreds of traditional spreadsheet formulas. With the built-in scenario feature, you can effortlessly establish and analyze various what-if scenarios, utilizing ranges like "5 to 10" to grasp the complete spectrum of potential outcomes for your model. Startups leverage Causal for critical tasks such as calculating runway, monitoring key performance indicators, planning staff compensation, and crafting financial models that are ready for investors. Create eye-catching charts and tables without the hassle of lengthy customization processes. Additionally, you can seamlessly toggle between different time scales and summary formats to suit your analysis needs. Unleash the power of your data and transform the way you visualize your business metrics.

Boost your enterprise performance management through fast integration, real time reporting, and sophisticated planning tools. Organizations are becoming more complex. They require management of changing corporate structures, large amounts of data, and changing market conditions. Calumo, which provides automated reporting, planning and budgeting solutions, is now part of the insightsoftware family. It supports extended planning and analysis to improve corporate performance management. insightsoftware's strategy is a way to provide the best financial and operational reporting and planning solutions for all companies, regardless of size, ERP, EPM or reporting environment preferences.

IBM Planning Analytics, also known as TM1, serves as the perfect solution for transforming spreadsheet-based budgeting, forecasting, financial reporting, and various analytical applications into scalable enterprise systems. By merging the familiarity and adaptability of spreadsheets with the robust capabilities of an enterprise database, TM1 offers a unique approach to financial management. This technology employs a cell-oriented framework akin to traditional spreadsheets, yet it enables collaboration for thousands of users while handling terabytes of data and intricate modeling to reflect actual business requirements. Consequently, TM1 emerges as a logical advancement beyond spreadsheets, amplifying their intuitive power and flexibility to a larger organizational scale. Additionally, TM1 empowers business users by enabling them to integrate diverse data sources along with personal input, fostering the development of comprehensive business models that are essential for informed decision-making. Ultimately, this integration not only enhances productivity but also ensures that organizations can respond more effectively to evolving market dynamics.

Fluxo represents the next generation of financial management. It seamlessly combines automated financial planning with your business’s data, eliminating the frustrations typically associated with spreadsheet-based planning. Traditional methods often prove cumbersome, while current alternatives can lack the necessary flexibility and speed. With Fluxo, you’ll experience a highly adaptable modeling interface that integrates effortlessly with your reports and data, allowing for swift and uncomplicated setup. This platform empowers your team to accelerate their workflow by reducing time spent on manual processes and fostering improved collaboration. You can synchronize your financial plans with both operational and financial data effortlessly. Utilize our intuitive model builder to create your financial plans with ease. Ensure that everyone in your organization remains aligned through real-time collaboration and shared reporting features, avoiding the hassle of constant file exchanges. Design visually appealing reports tailored to your needs and distribute them to colleagues, board members, or investors. Additionally, a single financial plan can accommodate an unlimited number of scenarios based on varying future assumptions, enabling you to start with an existing scenario and adjust only the parameters you wish to modify. Embrace the power of Fluxo to transform the way you approach financial planning and strategy.

MODLR is a Cloud-based Platform that enables organizations to streamline FP&A processes. This includes forecasting, budgeting, dashboarding, and collaborative planning. MODLR provides a wide range of integrations that automate data imports or exports, reducing human error and allowing for more time for high-value work. MODLR allows organizations to plan complex scenarios in fine detail and get real-time insights through its ad-hoc reporting capabilities.

Financial & Business Planning Software for Startups and SMEs - Modeliks Create a fundable pitch deck, business and financial plan and investor reports. Guided business planning software. No experience required. Modeliks can help your startup and/or SMEs build a professional financial model; create an investor ready pitch deck or business plan and report to investors with automated dashboards. with easy to use interface no business planning experience is required. Modeliks guides you through the process. With its intuitive interface you can create investor-ready Pitch Decks , bank-approved Business plans, Driver-Based Financial plans, and powerful Financial Reporting Tools. The Financial Forecast enables you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan with no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts for monitoring & tracking your actual business performance vs your plan and previous periods. Furthermore, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders.

IBM Planning Analytics, which utilizes IBM TM1®, offers a cohesive planning solution aimed at enhancing collaboration throughout the organization while adapting to the rapid pace of contemporary business. Its robust calculation engine enables this enterprise performance management tool to surpass the constraints of traditional spreadsheets, streamlining the planning process for quicker and more precise outcomes. By consolidating extensive data into a single repository, users are empowered to create advanced, multidimensional models that yield more trustworthy forecasts. Instead of relying on cumbersome and error-prone planning methods, organizations can adopt a more automated and dependable approach tailored for actual business needs. This platform effectively dismantles silos, integrates data, and harmonizes planning efforts across the organization, providing a comprehensive overview to facilitate cohesive plans. Users can visualize the consequences of their decisions before implementation through the use of what-if scenarios, and they have the ability to modify plans in real-time to respond to changing circumstances. Ultimately, this flexibility allows businesses to stay agile in an ever-evolving market.

The era of manually transferring actuals from multiple sources each month is over. Runway seamlessly integrates with your accounting systems, HRIS, data warehouses, and various other tools to ensure that your forecasts remain current with the latest actuals automatically. You can now write formulas that are easy for anyone to understand. Runway's native scenario comparison feature eliminates the need for duplicating sheets and tabs, allowing you to assess various plans and outcomes to determine the most effective strategies for achieving your ambitious objectives. With the help of Runway Copilot, you can generate scenarios in mere seconds; simply enter a prompt, and Runway will create actionable plans by leveraging your model and the real-time data from your connected applications. By providing human-readable formulas and supporting over a hundred integrations, modeling essential financial metrics has never been simpler or more precise, ensuring that you can focus on driving your business forward. This streamlined process not only saves time but also enhances decision-making quality.

Unify your planning and consolidation data on a single platform to speed up planning cycles and enhance the accuracy of your budgets and forecasts. By involving all levels of the organization in the planning processes, you can boost visibility and accountability across the enterprise. With in-context and sophisticated analytics, you can examine data seamlessly within the application, allowing for immediate insights without relying on external business intelligence tools. Your business operations can be planned in detail across various domains such as revenue, expenses, operations, and workforce, all within the same platform that supports Longview Close, Longview Tax, and Longview Transfer Pricing. The modeling capabilities are both flexible and dynamic, designed to adapt to current and future needs, ensuring a future-proof approach. Ditch outdated planning applications that rely on error-ridden spreadsheets and cumbersome calculation scripts, along with their obsolete user interfaces. Manage extensive data collection with real-time processing capabilities through a scalable, cloud-native architecture that grows with your business. Ultimately, this comprehensive solution empowers organizations to make informed decisions faster and more effectively.

Enhance your business growth through a unified approach to planning, reporting, and analytics that fosters collaboration. Bizview, now part of insightsoftware, a premier provider in financial reporting and enterprise performance management (EPM), underscores the importance of adaptability in budgeting and reporting. Consider how well your current tools can cater to your specific business requirements. While many budgeting and planning solutions tout their flexibility, they often confine you to rigid structures that do not align with your operational needs. This limitation hinders your ability to optimize performance since the planning frameworks fail to accurately mirror your organization's key drivers. The ideal scenario is one where your processes seamlessly integrate with the tools at your disposal, rather than forcing you to conform to the capabilities of the software. Relying on manual budgeting and forecasting methods can lead to cumbersome data transfers across numerous Excel spreadsheets, complicating collaboration among team members and decision-makers. Such practices can easily result in a loss of control, creating a cycle of inefficiency that is both time-consuming and prone to errors. Furthermore, traditional planning and reporting often place a heavy burden on IT departments to supply the required data, which can slow down the overall process. Hence, a more streamlined and adaptable approach to financial management is essential for fostering effective decision-making and driving business success.

Your ERP can provide real-time planning, forecasting, and reporting. Limelight, the next-generation Excel, allows data integration, collaboration, and control. All your data is in one place. Limelight connects your data and people in one location. This increases communication, makes work visible, and speeds up time to insight. You can get your forecasting and budgeting done faster, with more accuracy, and with greater collaboration from all departments. Limelight allows you to view and analyze reports in real-time, drill down into transaction details, and provide information via narratives that managers understand and can use to make informed decisions.

Strategize and evaluate your revenue and finance for a consistent impact by connecting the dots, formulating the equation, and reaching your objectives. Exopen equips CFOs and controllers with all the essential tools to enhance financial reporting, refine budgeting and forecasting procedures, and deliver clear, insightful analyses tailored for stakeholders. Through Exopen, you can leverage modern, data-centric capabilities that simplify your budgeting and forecasting workflow, integrating seamlessly with Power BI for comprehensive analysis. This allows you to gain a complete overview and increased accuracy in your budget, ultimately saving valuable time. You consistently access quality-assured data from your ERP, facilitating quicker insights that lead to more informed strategic business decisions. Tailor your experience by selecting modules that match your unique requirements, enabling a customized approach to budgeting and forecasting. Our planning tool supports a variety of methodologies, including account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, ensuring you have the flexibility to adapt to changing business needs. By utilizing these features, you can significantly enhance your financial decision-making process and drive your organization towards greater success.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Modern businesses encounter numerous obstacles, including rising inflation, employee turnover, and decreased productivity levels. Epicor FP&A offers a cloud-based solution that revolutionizes your operational framework, streamlining financial reporting, optimizing processes, and equipping you to thrive in an ever-changing landscape. With the CFO at the helm and supported by advanced machine learning capabilities, your organization can be prepared to: Swiftly generate reports while ensuring adherence to both internal and external compliance standards, Precisely forecast future revenues, profits, and cash flows, Develop targeted, driver-based plans while simulating complex financial and operational scenarios, Identify the most profitable products, customers, and business segments, Easily consolidate reports across various entities for effective performance comparisons. This innovative approach not only enhances efficiency but also empowers businesses to make informed decisions in real-time.

Collaborate effectively to pinpoint obstacles and make decisive choices that lead to the realization of your objectives. Seamlessly integrate your revenue, sales targets, marketing strategies, financial plans, and recruitment efforts without any mistakes. Employ straightforward business language formulas to calculate shared metrics across various regions, market segments, and channels. Analyze actual outcomes in comparison to your plans to discern which areas of your enterprise are excelling or facing challenges. Receive anticipatory alerts regarding possible deviations from your expected figures and understand their implications. Gain a comprehensive view by synthesizing data from multiple sources for a holistic understanding. Tailor financial reports to your needs and enhance cost efficiency, revenue, and profits through superior visual representations. Achieve complete transparency in business performance by consolidating data from diverse sources—ranging from ERP and CRM systems to various databases, Excel, and CSV files. This holistic approach ensures you are always informed and ready to pivot as necessary for sustained growth.

Experience real-time financial planning and analysis right from your spreadsheet, combining strength and flexibility for the modern era. Designed to cater to teams of every size, it empowers you to pinpoint strategic opportunities while also identifying potential risks. Foster trust by collaborating and aligning across the organization through precise insights and thorough analysis. Adapt swiftly to the current business landscape with enhanced agility. Seamlessly connect and convert all your financial and operational data to produce real-time, accurate reports tailored for various audiences. Work alongside business managers to create reliable forecasts and plans grounded in the latest assumptions and drivers. Centralizing diverse data sources into a unified reference point simplifies analysis and reporting. Gain insights into data modifications, ensure that collaborators access only pertinent information, and maintain version control within a centralized hub. Cube’s user-friendly software streamlines your workflow, enabling you to accomplish more in less time. Whether onboarding an individual or a complete cross-functional team, it stands as the most user-friendly financial planning and analysis platform available. Additionally, its comprehensive features allow for continuous improvement and adaptation to evolving business needs.

Axiom Software, previously known as Axiom EPM, serves as a comprehensive enterprise performance management platform designed to equip finance teams and executives with optimal tools for budgeting, forecasting, planning, reporting, scenario modeling, and more. By utilizing Axiom Software, finance teams enhance their agility and dedicate more time to analyzing data, which leads to a deeper understanding of the factors influencing their organizations. This performance management software is specifically designed to meet the unique challenges faced by hospitals and health systems, drawing on three decades of industry expertise. Additionally, it offers strategic performance solutions tailored for banks, credit unions, and other non-depository institutions, enabling them to project future outcomes and make informed decisions based on data. Furthermore, Axiom provides sophisticated financial performance tools for universities and colleges, grounded in established principles and enhanced by advanced, data-centric modeling techniques. Our goal is to eliminate the frustrations associated with cumbersome, inefficient software, allowing finance professionals to thrive with user-friendly and intuitive solutions that empower their decision-making. Ultimately, Axiom Software strives to transform how finance teams operate, ensuring they are equipped with the best resources to excel in their roles.

Infor F9 is an intuitive add-in for Microsoft® Excel® that enables users to quickly access a real-time overview of their business data. By simply pressing a button, F9 formulas can perform calculations anywhere within Excel, yielding results in mere seconds. This powerful solution facilitates the creation of dynamic, reusable reports, allowing users to dedicate more time to analyzing outcomes and engaging in strategic planning. F9 is equipped with a comprehensive array of features, including wizards for report generation, result analysis, and detailed exploration. The speed of F9 formulas and their capability to utilize specific ERP filters enhances efficiency significantly. Additionally, finance teams can conveniently share reports while maintaining security through role-based access options. Users can effortlessly create dynamic and reusable reports within Microsoft Excel using the F9 add-in, and they have the option to pre-schedule Excel reports for automatic data recalculation, ensuring timely distribution based on specific events or schedules. This functionality not only streamlines reporting processes but also empowers users to make informed decisions with up-to-date information.

No more repetitive monthly report downloads; with our new system, you only need to configure your reports once to keep them consistently updated. You can easily modify the company name on your template to generate identical reports for different clients in a matter of seconds. By establishing live reports, you can ensure they refresh automatically without any manual effort on your part. Uncover hidden variances and explore your transactions straight from your Google Sheet. LiveFlow allows you to integrate real-time data into your financial models seamlessly. Simply import your data and apply any formula you wish. Additionally, you have the capability to connect an unlimited number of QuickBooks companies to LiveFlow, enhancing your reporting efficiency even further. This streamlined process not only saves time but also improves accuracy in financial reporting.

To shape the future effectively, one must take proactive steps in creating it. Exigyn offers immediate access to a financial analyst right at your fingertips. You can easily design clinical trial scenarios, evaluate cash flow sustainability, and still enjoy your evening meal. By utilizing essential KPIs such as patient enrollment, site efficiency, and cost per patient, you can enhance trial expenditures. Implement our comprehensive multidimensional database for accurate and thorough tracking, down to the level of individual vendor names. With just a single click, you can swiftly adjust financial predictions, budgets, departmental structures, project listings, charts of accounts, and expenditures. Simplify personnel planning by aligning staff numbers with clinical objectives and optimizing your organizational layout. Equipped with user-friendly tools for monitoring roles, salary ranges, and anticipated hires, you can confidently prepare for what lies ahead. Moreover, our solution incorporates real-time data, automating clinical accrual processes, which allows you to conserve valuable time and resources while focusing on what matters most. Embrace the future of financial management and make informed decisions today.

Cost centers have the ability to enter their data directly into a unified platform. Ensure that everyone is aligned by comparing actual results with forecasts and gathering insights on discrepancies as part of your analysis process. Regardless of whether you refer to last year’s figures or apply a zero-based approach, it is essential to establish precise revenue targets to unify the team. Utilize Finicast to model and project your financial statements effectively. Revenue can be forecasted using historical data along with a comprehensive range of relevant business dimensions. Assess sales performance across various segments, products, and verticals to enhance predictions for future bookings and requirements. Import historical data and incorporate algorithms to facilitate a uniform scoring and segmentation analysis. Optimize coverage and establish quotas that are linked to your sales forecasts. Encourage sales activities by designing plans tailored for teams, regions, and products. Additionally, anticipate pipeline activity by analyzing historical trends, current channels, budgets, and other vital business dimensions. This comprehensive approach ensures all aspects of the sales process are integrated, providing a clearer pathway to achieving strategic financial goals.

Plika is a solution for the Finance Sector, specifically for those professionals in process of Budget, Planning, Controlling, Forecasting and Financial Reporting. Plika is a Cloud Financial Planning & Analysis solution created by and for Corporate Finance professionals from LATAM.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

Trusting your numbers is essential for making informed decisions that can elevate your business, and with Clausion, you gain access to a seamless blend of financial planning and reporting along with comprehensive operational planning. This innovative platform efficiently gathers all necessary business management data in a secure, reliable, and easily understandable format. By utilizing a user-friendly cloud interface, you can enhance budgeting, planning, and forecasting processes across your organization with ease. Financial consolidation becomes a straightforward task when you employ a holistic solution tailored for that purpose. Streamline your workflows by automating processes and utilizing pre-designed templates that comply with the latest standards, simplifying IFRS and FAS reporting. By adopting the Clausion solution for corporate performance management, you can save valuable time and simplify the financial consolidation process significantly. With the power of the cloud, you can operate from anywhere with an internet connection, allowing for greater flexibility. Instead of spending your time on data collection, focus on analysis to provide your business with the optimal opportunity to thrive and excel in a competitive market. Embrace the potential of advanced analytics to drive your strategic decisions forward.

Our advanced financial platform empowers users to move beyond the constraints of traditional spreadsheets and outdated software. It integrates financial consolidation, planning, reporting, and analysis within a cohesive and adaptable system. Tackle the intricacies of financial closure, consolidation, planning, reporting, and analysis with ease. OneStream adheres to corporate standards while also addressing the specific planning and reporting needs of various business sectors, all within a single, comprehensive application. It allows teams to leverage reliable financial insights from extensive operational data, enabling them to identify patterns and financial indicators that facilitate swift, informed decision-making. Additionally, OneStream accelerates your path to realizing value by incorporating a deep understanding of accounts, currencies, ownership, and intercompany transactions. Transition from numerous outdated systems or cloud-based point solutions to a singular, streamlined application that enhances efficiency. By doing so, organizations can significantly improve their financial operations and strategic initiatives.

Ensure your financial information remains synchronized while effortlessly crafting budgets, conducting forecasts, and examining critical financial metrics alongside your colleagues. Modern finance teams must leverage data connectivity, adaptable planning, and in-depth insights to thrive. We are dedicated to fulfilling this promise. Our collaborative platform empowers you to create budgets and financial forecasts driven by data while automatically tracking your plans against actual performance metrics. Firmbase seamlessly connects with your current systems, granting you instant access to essential business data. This means you can eliminate data silos and save valuable time previously spent on manual tasks. We understand that your business must continuously adapt to changing circumstances. Quick responsiveness is essential; thus, Firmbase has been designed from the ground up to facilitate the creation of financial models with unparalleled flexibility in collaboration with your team. By streamlining your financial processes, we help you focus on strategic growth and decision-making.

Consolidating information from various sources poses a significant challenge for finance teams in corporations that lack the appropriate tools to facilitate budgeting and planning. The SAC Planning Solutions, an SAP data analytics offering, is specifically engineered to assist finance and planning departments in gathering and analyzing data to develop optimal budget planning strategies. It features a user-friendly, fully cloud-based interface that resembles Excel for seamless data input. This solution includes robust reporting capabilities for analyzing deviations and budgeting, incorporating both historical and real-time data. Additionally, it supports friendly modeling and simulations, allowing for unified planning and analysis within a single platform. Users can choose to collect data either automatically or manually, which minimizes maintenance efforts while ensuring data integrity. Furthermore, it empowers independent users to manage their own information loading, modeling, reporting, and processes. Business processes are streamlined through guided flows, enabling precise configuration and definition of each project milestone, which enhances overall operational efficiency and adaptability.

Developing precise and efficient financial plans and forecasts for group enterprises involves rapid, accurate planning that adapts to the evolving needs of your business. Many current solutions lack the necessary flexibility, and the pre-designed content often proves challenging to tailor, leading organizations to face difficulties in standardizing and integrating intricate corporate planning processes across various divisions, product lines, or departments belonging to different legal entities. IDL Forecast addresses all your needs for swift and precise financial planning and forecasting on a group-wide scale by merging planning and consolidation models, thus establishing a unified source of truth that supports ongoing planning throughout the year. Consequently, it is no surprise that 81 percent of clients utilizing consolidation features choose to implement IDL software for their financial planning as well, further demonstrating its effectiveness and reliability. With IDL Forecast, organizations can not only streamline their financial processes but also gain the insights necessary for strategic decision-making.

Enhance your financial transparency and profitability by evaluating your business's overall health, strengthening financial controls, and making informed decisions that promote agility and growth through detailed, real-time financial reporting, integrated analytics, and AI-powered insights. Seamlessly incorporate financial data into essential business operations and streamline monotonous tasks to enhance productivity, accommodate changing business models, and elevate financial performance. Additionally, reduce expenses and fine-tune spending across various regions by leveraging process automation, budget management, and comprehensive financial planning and analysis. Stay nimble in the face of shifting financial and regulatory landscapes with an intuitive, rules-based chart of accounts and a no-code configuration tool that simplifies tasks like regulatory reporting, electronic invoicing, and international payments. Businesses are successfully optimizing their financial processes with Dynamics 365 Finance, making it a vital tool for modern financial management. Embracing these strategies can lead to significant improvements in overall operational efficiency and financial success.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Effective financial planning is essential for maintaining a company's liquidity, as cash flow is crucial for operations regardless of the organization's size. Investing in a specialized budgeting and reporting solution is critical for all businesses, as it enables the creation of thorough financial planning and analysis. The challenge of preparing accurate consolidated financial statements across multiple companies can be significant, especially since many organizations typically conduct their financial consolidation processes annually. Each company’s financial strategy, budget, or forecast begins with a pivotal question that guides its direction. Furthermore, accurately forecasting sales pipelines is fundamental to developing comprehensive business plans and financial projections. This necessity extends even to non-profit organizations, where comprehending and managing primary revenue sources is essential for establishing a solid financial framework. Ultimately, a robust financial planning system can significantly enhance decision-making and strategic growth.

Prophix is a comprehensive software solution for corporate performance management (CPM) designed to meet the needs of businesses across various sizes and sectors. By integrating budgeting, planning, forecasting, financial consolidation, and reporting functionalities into a single platform, Prophix enables organizations to transition from traditional Excel methods and enhance their overall performance. Offered both on-premises and in the cloud, it has gained the trust of thousands of businesses globally, allowing them to streamline and automate essential financial operations effectively. This robust software empowers companies to make informed decisions and drive strategic growth.

Our innovative tools for financial planning and analysis cater to individuals who prefer simplicity while navigating complexity. We empower your teams to not only grasp the metrics but also to disseminate and leverage that knowledge for improved outcomes. With Unit4 Financial Planning & Analysis, your organization can swiftly and easily identify what truly matters and utilize that understanding to transform plans and concepts into actionable steps. Our cloud-based FP&A software offers efficient methods for your team to effectively harness financial data through enhanced performance management, comprehensive planning, budgeting, forecasting, financial consolidation, as well as advanced reporting, visualization, and analytics. By adopting a flexible and integrated methodology, we address all aspects of your organization's financial planning requirements, whether it's managing cash flow, overseeing operational budgets, or predicting sales, expenditures, and revenues. This holistic approach ensures that your organization remains agile and responsive in a rapidly changing financial landscape.

deFacto Power Planning represents the latest evolution of our product, utilized by organizations globally across various business functions to facilitate informed decision-making and accelerate effective planning processes. This advanced solution enables business leaders throughout the organization to take control of performance through immediate budgeting, forecasting, analysis, and reporting that spans all financial and operational domains, such as finance, tax, sales, supply chain, and operations, among others. With a singular, cohesive platform, users within each department can create and manage models tailored to their specific business needs, leveraging these models to harmonize their planning efforts with other departments across the organization. Consequently, this generates a fully integrated, cross-enterprise planning capability that empowers any business manager to devise optimal strategies and plans not only for their own area but for the entire organization as well. Ultimately, the implementation of deFacto Power Planning fosters a culture of collaboration and enhanced decision-making that can significantly elevate overall business performance.

EasyPlanEx is an advanced PC tool that allows you to assess, optimize and document investment projects. It has a bilingual interface in English and Spanish. It is a self contained non-spreadsheet program that solves five major problems associated with the use of spreadsheets. 1. It evaluates thousands of scenarios instead of only evaluating one project configuration. 2. Its optimization feature allows you to find the best configuration of the project, the one that maximizes its net present value (or another project indicator). 3. It performs Monte Carlo risk analysis by considering probabilities of uncertain variables instead of only considering given values. 4. Instead of using formulas that can hide errors, the model is constructed using statements such as Sales=Volume*Price. 5. The transparent model and documentation feature facilitate teamwork and reviews at the upper levels. This improves project analysis and increases profitability.