Financial Planning
Build models your way & keep every plan in sync
Build plans your team trusts, and keep every version in sync as the business moves. AI flags what needs attention before it reaches the board.
5min
to pick up any process
200+
pre-built connectors
30%
lower costs compared to other solutions
Planning built for finance, not IT
Bank, Intercompany & AP/AR, All in One Place
Build models your way, no code required
Build planning models the way you think, without waiting on IT. Define exactly what you need to measure and how to model it. It works like Excel, with the structure and governance spreadsheets can't give you.
Keep every plan in sync automatically
Change a number once and it flows through every connected plan. Team budgets, departmental forecasts, and the company-wide view stay aligned, with no manual reconciliation and no missed dependencies.
Work like Excel, without the chaos
Work in an environment that feels like the spreadsheets your team already knows, with version control, audit trails, and structured workflows built in. Your team's process stays consistent without disrupting how they work.
AI that improves the plan, not just reports on it
AI runs across your planning data to surface anomalies, flag variances, and sharpen forecasts before issues reach the board. Predictive forecasting and trend analysis run continuously, so your plan reflects what's actually happening in the business.
Connect to the systems you already run
Fits the systems you already run
Lineos connects to your ERPs and existing systems without rip-and-replace, so financial planning works with what your team runs today.
AI that flags problems before they land
AI keeps watch over your planning data around the clock, catching what's off before it reaches the board, so your team spends less time chasing numbers.
Built for every role in FP&A
CFOLine of sight
See the plan as it evolves, with AI flags on the numbers that need attention before they reach the board.
FP&A directorConnected plans
Keep every departmental forecast in sync automatically, so no version conflicts slow the roll-up.
VP FinanceFaster cycles
Move planning cycles at the pace of the business, without chasing down numbers across disconnected models.
FP&A professional Model your way
Build models the way you think, without waiting on IT tickets or handoffs to get started.
Frequently asked questions
What deployment model does Lineos use for financial planning?
Lineos is cloud-based, delivered on a subscription license.
Does Lineos sell financial planning through partners?
Yes. Lineos is available direct and through partners, depending on your region and existing relationships.
Does Lineos require IT to build planning models?
No. Lineos lets your team build and adapt models directly, without code or IT tickets.
How long does implementation typically take?
Lineos is built for rapid deployment, using a library of over 100 business reference models so you can go live in a matter of hours, or even minutes. This fast ramp-up time means minimal disruption and faster ROI.
Can finance teams extend or customize processes as organizational needs change?
Yes. Lineo’s built-in scenario management supports version control and release stages (e.g. from design > dev > test > deployment). Beyond this, users can modify or extend reference-driven models, change rules, or create entirely new workflows on the fly without depending on IT or developers. All of this creates an extensively customizable (but still agile) platform for your team’s needs, that can easily evolve with your business.
How do we migrate existing processes and models into Lineos?
Instead of starting from scratch, Lineos makes migrations easier by leveraging industry-tested business reference models. Existing Excel logic and models can easily be imported with our Microsoft 365 add-in and quickly mapped into visual business rules. From there, the platform intelligently modernizes any legacy spreadsheets into governed workflows, doing all of this to minimize disruptions and maximize accuracy.
How does Lineos handle evolving data feeds, CRM, operational data, and acquisitions?
Lineos’s data flow designer and business rule library are highly adaptable, supporting new systems like CRMs, HCMs, billing platforms, or acquired entities. Using virtual or replicated remote tables, users can easily configure new data sources with visual, no-code tools and integrate them into existing scenarios without redevelopment or downtime. Lineos makes it easy to adapt, without massive headaches or investments in external consultants to handle re-organization for you.