Strategic, Financial and Operational - Planning, Budgeting and Forecasting

Financial Planning

Effective financial planning software to lead in unprecedented times

Unprecedented times have made financial teams realise the importance of consolidated financial planning. Using excel sheets or non-standardised data received from legacy systems makes it difficult for teams financial teams to plan and reporting accurately and quickly.

Integrated Business Planning Software

CCH Tagetik has helped us to bring our budgeting and forecasting processes into a single, centralized, enterprise-wide system that operates in near real-time and allows for greater visibility into our planning process.

 – Dave Coleman, Senior Manager, Budgeting, Planning & Analysis, OCLC

Key Features

Unified solution for all financial planning needs

AIS team can help implement a corporate performance management solution that will unify plans and create one version of the truth. It also brings speed and agility to the planning process so financial teams can be more responsive to changing circumstances.

It is a system built by Finance for the finance teams. We live and breathe financial processes and are aware of the analysis and reporting required by you. Unified financial planning software ensures that finance and operations are aligned and your planning cycles are cut. This is achieved by automating the collection of data, eliminating data entry and giving more time to finance to analyse the data with intuitive reports.

Centralised Financial Intelligence

Centralised Financial Intelligence

Create the analysis and reports once and leverage the same set of reports across group level report.

Predictive Planning

Predictive Planning

Get deeper insights and trust the data to predict future outcomes and prepare the team to respond proactively.

Rolling Forecasts

Rolling Forecasts

Prevent spread sheet nightmares and extend your financial planning and forecasting. Quickly produce rolling forecasts.

Cash Flow Planning and Forecasting

Cash Flow Planning and Forecasting

Prepare the P&L, balance sheet, and cash flow statement using the direct or indirect method. Manage your cash more effectively.

Intuitive Reporting

Intuitive Reporting

Complete complex calculations and present financial data in intuitive formats making it easier to understand underlying trends through visual dashboards.

In-depth Planning, Modeling and Analysis

In-depth Planning, Modeling and Analysis

Plan and model with all your detailed financial and operational data aligned and stored in centralised place.

Financial Planning and Budgeting Demo

Watch how a unified financial planning software can help transform your planning, budgeting and reporting process.

From banking and insurance to wealth management and securities distribution, we dedicated financial services

Conduct analysis on trusted financial data

Keep on top of cash flow planning and forecasting

Standardising reporting across all group companies

Explore Solutions

Read out thought leadership blogs on Financial planning, consolidation and reporting.

Ready to transform your Financial Planning Process?

Book a health check of your financial planning and budgeting process and get a blueprint to a successful finance project.

If your current financial planning and budgeting  processes are clunky and manual then a health check can help to improve things. Our team can help you make an assessment of your processes and recommend opportunities to improve– often small changes can make a big difference. 

Key takeaways of the health check –

  • Eight point review including systems, process controls
  • Comprehensive report
  • Recommendations  for high value quick wins and longer term strategic improvement 

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