Enterprise Performance Management
insightsoftware EPM unifies data and automates workflows streamlining processes, enhancing collaboration, and driving data-driven decisions.
Budgeting & Planning Software
Budgeting & Planning Solutions for Your Unique Business Needs
Scenario ModelingModern WorkflowFull Excel Integration
insightsoftware enables financial teams to plan more frequently and accurately by automating and extending their planning processes. Implement rolling forecasts and scenario planning to drive better business decisions. Platforms like JustPerform offer an all-in-one ecosystem to transform your budgeting and planning processes. Whether it’s collaborative planning, financial forecasting, or anything in between, insightsoftware helps support modern organizations.
Financial Planning & Budgeting Platforms
Powerful Solutions for Your Evolving Budgeting, Planning, & Forecasting Needs
insightsoftware’s suite of budgeting and planning solutions allows you to accelerate planning cycles and increase the accuracy of your analysis. Discover the right solution for your unique business needs.
Web-based budgeting, planning & forecasting
Budgeting & Planning: Bizview is an integrated and scalable web-based budgeting, planning, and forecasting solution.
Automated planning, budgeting & reporting for ANZ
Calumo is an automated reporting, planning, and budgeting to enhance performance management with extended planning and analysis.
Integrated planning & consolidation workflows
Longview Planning works with Longview close to integrate planning and consolidation data to accelerate and improve planning cycles.
Planning & Budgeting Solutions
Plan with Speed, Accuracy, and Agility
Financial Planning & AnalysisPower BI IntegrationQlik IntegrationScenario PlanningContinuous PlanningExcel Integration
Simplify and automate your budgeting and planning activities to improve data quality and visibility. Easily scale your solution by adding more users, additional entities, and new planning areas. Streamline collaboration to extend planning with integrated workflows, analytics, dashboards, and full Excel integration.
We connect to 200+ ERPs/EPMs
Use Cases for Financial Planning & Budgeting
Level Up Your Budgeting & Planning Processes with insightsoftware
Align your strategic business goals with integrated budgeting, planning, and forecasting. Empower your business with actionable insights to make data-driven decisions that shape a brighter future.
Modern Continuous Planning
Modern Continuous Planning
Confidence in your organizational plans requires a budgeting & planning solution that enables continuous updates and revisions to financial forecasts using real-time data from various sources. Automate tasks, reduce manual effort, and enhance efficiency for frequent, continuous planning updates. JustPerform empowers organizations with real-time financial data updates and automated workflows that enable continuous planning with minimal manual effort.
Real-timeData IntegrationAutomate Tasks
Scenario Planning and Modeling
Scenario Planning and Modeling
Modern budgeting and planning software can help businesses analyze multiple scenarios to anticipate future outcomes, identify risks and opportunities, and create contingency plans. With scenario planning, you will feel more confident in your decisions, successfully navigating economic and business changes. JustPerform makes it easy for financial teams to model different scenarios and run various what-if analyses to anticipate potential outcomes more efficiently.
Contingency PlanningScenario PlanningIdentify Risks
Performance and Variance Analysis
Performance and Variance Analysis
Budgeting and planning software with robust performance and variance analysis empowers businesses to pinpoint discrepancies between actual results and targets. Full Excel integration allows analysts to leverage live planning data directly in Excel for swift identification of root causes and corrective actions. Spreadsheet Server integrates directly with Excel for live access to planning data from a familiar interface for faster discrepancy identification and corrective action.
Identify DiscrepanciesVariance AnalysisFinancial Control
Integrated Business Planning
Integrated Business Planning
Automated, integrated budgeting & planning software helps businesses overcome fragmented planning processes. Break down silos to create planning transparency through cross-functional collaboration and alignment with a centralized platform for sharing data, plans, and insights. Jet Analytics eliminates silos by seamlessly integrating with existing ERPs. This ensures data transparency and more effective cross-functional team collaboration that creates a more unified planning approach.
CollaborationData SharingTransparent Planning
See for yourself why 500K+ are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
80%
less time
What used to take months before Bizview, now takes a few weeks. This year, the CFO has given me the goal of completing the 2023…
3 Days
Work Reduced to 3 Hours
If you want a flexible tool that is possible to scale, one that is easy to change and maintain yourself, then I would consider Bizview.
4 hours
saved per trial balance
The use of Calumo has revolutionised the way we develop our annual budget, now facilitating monthly financial reports for program managers to enable them to…
Roles & Industry
Diverse Business Applications for Budgeting & Planning Software
Budgeting and planning software is a vital driver of business success, regardless of industry, empowering finance leaders with data and insight to propel their business ahead.
CFO
Budgeting and planning software delivers greater accuracy, efficiency, visibility, and control of financial planning processes. It supports strategic decision-making, collaboration, compliance, and enhances the overall financial management capabilities of the CFO.
FP&A Director
Budgeting and planning software helps FP&A directors by providing real-time insights into financial data. It enhances cross-functional collaboration, enables accurate forecasting, allows for scenario modeling, and facilitates strategic planning and goal setting.
Financial Controller
Budgeting and planning software allows controllers to monitor key financial metrics in real-time to support the organization's financial health and goals. It helps controllers automate repetitive tasks, reduce manual errors, and ensure compliance with regulations.
Professional Services
Professional service firms use budgeting and planning software to manage client billing, allocate resources, and assess project profitability. The software allows these firms to track billable hours, analyze revenue projects, and budget for operating expenses.
Education
Budgeting and planning software helps educational institutions allocate resources for academic programs, manage personnel expenses, and plan for capital investments. It enables schools and universities to analyze enrollment trends and forecast revenues.
Financial Services
Budgeting and planning software is widely used in the financial services industry to manage complex financial portfolios, track investments, and ensure regulatory compliance. It enables organizations to analyze financial data to optimize resource allocation.
Government
Within the public sector, budgeting and planning software is widely used to manage government spending and ensure transparency in financial operations. It helps government agencies analyze revenue projections and allocate resources to programs and services.
Healthcare
In the healthcare industry, budgeting and planning software plays a crucial role in managing operational expenses, forecasting patient demand, and optimizing resource allocation in hospitals and healthcare facilities to help ensure financial stability.
Manufacturing
Within the manufacturing industry, budgeting and planning software is essential to streamline production processes, optimize inventory, and manage costs. It helps manufacturers plan for raw material procurement and forecast production volumes.
Nonprofits
Budgeting and planning software helps nonprofits track donations, analyze funding trends, and create budgets that align with their mission and strategic objectives. It enables nonprofits to improve financial transparency and demonstrate accountability.
Retail
Retailers utilize budgeting and planning software to manage their sales forecasting, inventory planning, and pricing strategies. This software enables retailers to analyze sales trends, forecast demand, improve inventory management, and optimize their budgets.
Energy & Utilities
Energy and utility companies utilize budgeting and planning software to manage capital expenditure planning, forecast energy demand, and optimize maintenance activities. It helps these companies analyze revenue forecasts and plan for operational costs.
Information Technology
Budgeting and planning software is important for IT organizations to manage IT infrastructure investments, plan software development projects, and allocate resources effectively. It helps IT departments forecast IT costs and optimize technology investments.
Budgeting, Planning, & Forecasting Webinars & Resources
Take a look at our upcoming and on-demand webinars packed with handy tips, best practices, and insights, brought to you by insightsoftware's product and solution experts.
FAQs About Budgeting & Planning Software
What sets insightsoftware apart from other budgeting and planning solutions?
Our platforms stand out from other budgeting and planning software for several reasons:
- Our suite is highly integrated with ERPs and other data sources for real-time data analysis.
- Our tools are easy to use and minimize dependency on IT for custom coding and report building.
- Our software, like JustPerform and Jet Analytics, provides automated workflows to boost efficiency and reduce headaches.
- Our solutions are more flexible and scalable than traditional budgeting tools, enabling faster decision-making.
- Our platforms enable advanced analysis like what-if modeling, variance analysis, and much more.
Which insightsoftware platforms are best for company budgeting and planning?
- JustPerform: Ideal for continuous, real-time financial planning and forecasting. It offers end-to-end capabilities from planning to financial close.
- Jet Analytics: Ideal for integrating financial data from ERPs with self-service BI tools to enhance reporting, budgeting, and forecasting.
- Spreadsheet Server: Ideal for teams looking for real-time financial data directly in Excel for fast and flexible reporting, budget updates, and variance analysis.
What are the benefits of using budgeting and planning software?
Budgeting and planning software streamlines processes, boosts accuracy, and offers real-time insights. Align budgets with strategy, foster collaboration, and gain a clear view of potential outcomes with robust scenario analysis. Tools like JustPerform, Jet Analytics, and Spreadsheet Server bring these benefits and much more to your budgeting and forecasting pipeline for more efficient planning.
Is budgeting and planning software scalable for different company sizes and industries?
Yes. Budgeting and planning software is designed to be scalable and can be used by organizations of various sizes and industries. It can cater to different sectors’ specific needs and complexities, whether manufacturing, healthcare, retail, or nonprofit. It can handle the budgeting and planning requirements of small and large enterprises.
What is budgeting and planning software?
Budgeting and planning software is a technology solution that helps organizations create, manage, and analyze budgets and financial plans. It automates manual processes, provides advanced modeling capabilities, and enables collaboration and data-driven decision-making.
Can budgeting and planning software accommodate different budgeting methodologies?
Yes. Budgeting and planning software can accommodate different budgeting methodologies, such as top-down, bottom-up, zero-based budgeting, or driver-based budgeting. The software provides flexibility in defining budgeting structures, allocating resources, and incorporating different forecasting techniques to suit an organization’s specific budgeting approach.