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Planning and Consolidation

Automated financial consolidation across multiple entities, currencies and formats, with a rolling forecast connected to your real operation.

Planeación y Consolidación
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What it solves

From hindsight to foresight

Free your finance team from manual consolidation so they can focus on analysis that creates value.

Automated financial consolidation: across multiple entities, currencies and formats.

Financial scenarios: in hours instead of weeks.

Dynamic budgeting: with an automated rolling forecast connected to your real operation.

A finance team freed up: for value-adding analysis instead of manual consolidation.

Planeación y Consolidación
Use Cases

Financial planning connected to the real operation

This is how our clients are already using Planning and Consolidation to win.

Planeación y Consolidación

Faster close

From 10+ days to 2–4 with automated multi-entity consolidation.

Strategic scenarios

Model the financial impact of acquisitions, expansions or restructurings.

Rolling forecast connected to the real operation

Automatic reforecast every week or month.

True profitability by business unit

Including every hidden cost.

Budget by cost center

With automatic budget vs. actual comparison.

Integrated workforce planning

Headcount projections by area and their direct impact on the P&L.

S&OP connected to finance

Sales and operations plans automatically translated into financial projections.

Macro impact modeling

Inflation, exchange rates and macro variables built into projections.

Two paths

2 possible futures

The difference between leading your market and always reacting too late.

Month-end close
Month-end close in 2–4 days, not 10–12
Source of truth
A single source of truth for the whole organization
Visibility
Real-time visibility into your operation
Scenarios
Build financial scenarios in minutes
Decisions
Decisions based on data, not on gut feel
Meetings
Meetings focus on deciding and executing
Month-end close
Still closing in 10+ days with manual consolidation
Source of truth
Every area with its own version of the truth
Visibility
Finding out about problems once they have already hit
Scenarios
Weeks to evaluate a single strategic decision
Decisions
Deciding blind while the competition moves ahead
Meetings
Meetings wasted arguing about the numbers
Orlando F.Danielle V.
Orlando F.
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