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Planning and BI

Enhanced Financial Planning & Analysis in Qlik

Real-time DataAutomated PlanningFP&A Functionality

Fiplana is a powerful integrated financial planning software that brings modern FP&A and xP&A directly into Qlik. It helps organizations eliminate spreadsheet chaos and siloed datasets, making way for intuitive dashboards with real-time writeback. Streamline and accelerate Qlik budgeting, forecasting, and financial modeling with Fiplana.

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Why Your Current Financial Planning and Analysis Isn’t Cutting It

Overwhelmed by Spreadsheet Chaos

Challenge: Many organizations are bogged down by the manual, error-prone, and time-consuming nature of managing data across multiple spreadsheets. This leads to inefficiencies and a reluctance to implement a full-blown FP&A platform. How Fiplana Helps: Fiplana seamlessly integrates with your existing Qlik environment, transforming it into a powerful financial planning hub.

No Qlik
Integration

Challenge: Integrating existing Qlik data with new planning tools can be complex and disruptive to ongoing operations. Relying on disparate tools adds unjustifiable costs to already cumbersome processes. How Fiplana Helps: Fiplana is purpose-built for Qlik, providing a native integration for seamless connection between your financial data and planning processes.

Lack of
Collaboration

Challenge: Planning often requires input from various departments, but non-Qlik integrated tools often result in non-collaborative processes. Without an efficient way to share and review data, your team may struggle to stay aligned. How Fiplana Helps: Fiplana fosters collaboration by serving as a unified platform for all stakeholders to access and contribute to financial plans in real-time.

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Plan For Your Business The Right Way

Accurate Planning,
Simplified

Fiplana simplifies the shift from spreadsheet planning, offering a fast time to value and a user-friendly interface that minimizes input errors and maximizes efficiency. Empower your team to focus more on building accurate plans and less on version management and cumbersome approval processes. By streamlining the planning process, Fiplana enables individuals and businesses to stay ahead in a fast-paced financial landscape.

Planning and BI Results

50%

Reduction in time spent on data entry

70%

Improvement in forecasting accuracy

80%

Increase in team collaboration efficiency

Improved Efficiency Through Qlik Integration

Fiplana integrates effortlessly with your existing Qlik data, preserving your investment in Qlik while enhancing planning capabilities. This seamless integration ensures continuity and ease of use, allowing you to harness the full potential of your data without the headache of complicated transitions. Fiplana helps you concentrate on strategic planning and analysis instead of getting bogged down by administrative tasks.

Planning and BI Results

50%

Reduction in time spent on data entry

70%

Improvement in forecasting accuracy

80%

Increase in team collaboration efficiency

Effortless & Seamless Teamwork

Effective planning involves teamwork among various stakeholders. With Fiplana, collaboration is at the forefront. Teams can access and update data in real-time, fostering a truly collaborative environment. This ensures that everyone is on the same page and faster planning cycles to support timely decision-making.

Planning and BI Results

50%

Reduction in time spent on data entry

70%

Improvement in forecasting accuracy

80%

Increase in team collaboration efficiency

Fiplana & Fiplana Pro:
From Solid Foundations to Next-Level xP&A Sophistication

Capability Fiplana Fiplana Pro Collaboration Boosts collaboration with real-time updates and self-service by 80% Forecasting Enables agile forecasting and dynamic budgeting with 60% increased accuracy Security Centralized management for all security aspects, ensuring robust data protection Setup Quick and easy implementation Even faster implementation with pre-built planning-based solutions User Interface/Visualizations User-friendly and intuitive Enhanced with Vizlib Visuals for better decision-making Data Integration Consolidates data effectively Real-time data integration in Qlik Advanced Features Standard financial planning and analysis tools Automated extended planning and analytics (xP&A) Cost Efficiency Offers a lower total cost of ownership Accelerated proof of concept and implementation times

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Capterra 4.5 star rating
4.5

More Qlik xP&A Reporting Resources

What makes Fiplana different from traditional FP&A tools?

Instead of relying on a completely new external system to learn, Fiplana brings planning, writeback, and modeling directly into Qlik. This means you can analyze, plan, and report in the same environment that business users already trust and are familiar with. Fiplana also adds versioning and finance-grade visuals while using your Qlik data model (instead of forcing you to create a parallel one). On top of this, it promotes real-time collaboration via the centralized planning environment that incorporates comments and other features. Lastly, Fiplana Pro supports xP&A (Extended Planning & Analysis), so its planning capabilities can be leveraged outside of Finance in departments like HR or Sales.

What is integrated financial planning?

Integrated financial planning connects and combines budgeting, forecasting, and reporting with operational plans like sales, workforce, and supply chain. This enables finance and business teams to work from a single shared source of truth, facilitating more informed decision-making and a more efficient use of resources. Integrated financial planning software like Fiplana organizes plans, drivers, and actuals in an easily-accessible hub for them to be linked, updated, and governed.

How can integrated planning software improve financial forecasting?

Having plans and operational data under one roof with real-time writeback, scenario modeling, and governed workflows significantly reduces manual efforts. These systems also inject more timely data into the forecast, resulting in faster and more accurate forecasts.

How does integrated financial planning reduce forecast variance?

These tools also help shrink variances by synchronizing and measuring assumptions, drivers, and actuals across cycles. Integrated financial planning enforces this, aligning versions, assumptions, and approvals in a single unified environment.

Can Fiplana handle both Qlik Sense and Qlik Cloud?

Yes. Fiplana supports both Qlik Sense on-premise and Qlik Cloud, including collaborative features like comments.

Will Fiplana integrate smoothly with our existing Qlik environment?

Yes. Fiplana installs for Qlik Desktop and Qlik Cloud without opening firewalls. For Qlik Sense Enterprise, some minor IT steps may be required (such as a reverse proxy or certificates), but this is minimal compared to other tools. Fiplana is built for quick adoption and implementation, similar to other Qlik apps.

Does using Fiplana affect the performance of our Qlik dashboards?

No. Fiplana is designed to minimize any impact on your Qlik dashboards by leveraging Qlik’s own best practices and combining these with additional optimizations. These optimizations include horizontal virtualization for large reports, data paging in tables, and a server-side writeback service so read-only analytics stay fast and responsive.

Does Fiplana support multiple roles and hierarchies?

Yes. Fiplana’s Management Console is multi-tenant, supports user roles, and centralizes security and licensing to match your structure and approvals. Fiplana makes it seamless to mirror business hierarchies, restrict access, and control who can submit, approve, or publish plan versions.

What types of planning does Fiplana support?

Our partners use Fiplana for budgets, rolling forecasts, scenario (what-if) modeling, and driver-based planning. The platform supports both top-down and bottom-up entry patterns, as well as comparison/versioning to align finance and operational plans within Qlik.

What collaboration features does Fiplana enable across teams?

Business users can write back directly from Qlik, add comments (including in Qlik Cloud), and share governed report versions. Our Fiplana/Vizlib server also supports server-side scheduling/reporting. All of these features and compliance guidelines keep discussions, edits, and approvals safely tied to the same live objects being used for analysis.

What security and governance capabilities does Fiplana provide?

Fiplana’s Management Console centralizes security via role-based access, hardened headers, TLS/HTTPS with Qlik certificates, and secure database connections for write-back. Fiplana’s governance spans users, licenses, connections, and application endpoints in a single console for easy management.

How steep is Fiplana’s learning curve?

Low learning curve for Qlik users. This is because Fiplana focuses on extending the Qlik experience rather than replacing it. Qlik users don’t have to learn an entirely new interface, but still benefit from new finance-specific components and add-ons. The goal is to be a seamless companion to Qlik, accelerating your team’s planning via AI-driven capabilities.

What happens to existing spreadsheets and reports?

Thankfully, you don’t have to abandon existing spreadsheets. Fiplana supports governed Excel exports and templates to keep your planning data connected to your Qlik model (using writeback). This means you can export when needed, while moving critical planning into Qlik over time.
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