Introduction to Financial Planning

Take advantage of powerful, automated capabilities to confidently deliver your Annual and Long Term Plans.

With all data held centrally within a single secure location, business risk is reduced and all stakeholders have access to high quality, accurate information to support and guide business decision-making.

Benefits

• Eliminating manual spreadsheet processes reduces business risk and improves overall data integrity.
• Centralised business rules and assumptions streamline the modelling process and save significant time.
• Easily generate complex 'what-if' scenarios to facilitate high-value analysis and discussion.
• Improved financial transparency drives accountability and supports informed, high-quality decision-making.

Features

• Complex formula capabilities are provided to meet sophisticated modelling requirements and business rules.
• Global Excel worksheets and assumptions allow existing MS Excel worksheets to be imported into the Financial Planning model.
• Existing plans may be copied to streamline the creation of additional and new plans.
• Highly flexible planning periods to meet long term plan requirements: 5, 10, 20, 30 or 100 years.
• Automated refresh capabilities deliver instant updating of all data from transaction right through to the plan document.
• Clearly defined funding streams and funding flow provide easy reconciliation of funding sources and activity accounts across your Plans.