Planning, budgeting & forecasting
By March, the budget's already out of date.
A four-month build cycle is common, and it's usually obsolete before the ink is dry - which pushes the real planning onto a side spreadsheet. That isn't a software problem - it's a planning process built to produce a document instead of a decision. We rebuild it around drivers the business actually recognises.
How we redesign planning
Cut the plan back to what matters
Most budgets model detail no one uses to decide anything. If it doesn't change a decision, question whether it needs to be planned in detail.
The Northstar WorkshopMake re-forecasting fast
Rolling forecasts only survive if updating one takes hours, not weeks. Build re-forecasting into the planning process from the start, rather than trying to make room for it later.
How we workPut cash in the same model
Direct cash flow planning, scenarios, and what-ifs that land in the P&L, balance sheet and cash flow at once - so the answer to "what if" takes minutes.
Why CCH TagetikWhy one platform
Planning and consolidation, working from the same numbers.
Plans and actuals are hard to reconcile when they live in different systems, built around different structures and assumptions. Put them on the same data model and the disconnect disappears. Your forecast uses the same entities and accounts as your consolidation, so variance analysis stops being an investigation.
Close
Score your planning cycle.
The Finance Value Score rates your planning, budgeting and forecasting on a 1–5 scale - manual through to AI-embedded - and costs out the gap. Two minutes, no login, and the business case comes from your answers rather than an industry average.
How long does your budget cycle take?
Tell us how long your budgeting process takes and how useful the final plan really is. We'll help you work out what's slowing it down and whether all that effort is producing something the business can actually use.