An integrated financial plan in Corporate Planner brings structure, transparency and reliability to your business management. Our software helps you make sound decisions in your balance sheet, profit or liquidity planning – a key component of which is budgeting. With our solution, you can quickly draw up flexible budgets that are aligned with your financial targets across all lines of business.
Develop a variety of scenarios and keep your financial performance on target
A smart planning network
Integrate all your operational budgets in a consistent financial planning model
Gain clarity
Visualize financial interdependencies for well-informed decision-making
Save time and effort
Benefit from standardized processing logic and automation
Transparency brings stability to your financial planning
Corporate Planner
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All areas of financial planning
Financial planning is a core area of business management. It consists of the following elements, which interact to provide transparency regarding future developments, safeguard liquidity and lay the foundations for strategic decisions.
Budgeting
Plan and manage income and expenditure in a clear structure – based on cost centres, projects or departments.
Liquidity planning (P&L)
Make a short-term and medium-term cash flow forecast – so that you can ensure your business will remain solvent.
Capital requirements analyses
Assess your financing requirements and identify sources of capital for your investing activities and growth projects.
Scenario analyses
Simulate a range of alternative scenarios – see how a drop in sales or changes in prices or financing costs would affect your plans.
Budgeted P&L, balance sheet and cash flow plan
Get a complete overview of your financial structures in a consistent, integrated model.
Financial Planning & Analysis (FP&A) – the modern approach to planning
The financial plan, which combines operational budgeting with strategic forecasting and data-driven analyses, is at the heart of modern financial planning and analysis (FP&A).
Here you will find the product sheet in PDF format for Corporate Planning. You can view or download the data sheet directly on screen. Would you like to find out more about how you can exploit the full potential of financial controlling? Arrange a consultation or demonstration with one of our consultants.
Your benefits with financial planning software from Corporate Planning
Integrated financial planning
The P&L, balance sheet and cash flow statement – linked together in a single model
Flexible budgeting
Bottom-up and top-down – to suit your company structure
Liquidity forecasting
Identify bottlenecks at an early stage and create opportunities for targeted action
Scenarios and simulations
Compare variants, optimize plan values
Seamless integration
Automatically combine the data from all your operational budgets
High transparency
All plans in a clear overview – fully traceable and audit-proof
With Corporate Planner, companies are excellently equipped for efficient, precise financial planning, so they can safeguard their long-term financial stability and growth.
Budgeting is more than just a set of figures – it provides the basis for operational management, investing decisions and risk management. With our software, you design your budgeting process to be collaborative, consistent and efficient – while always keeping track of targets, variances and forecasts.
Flexible budgeting models
Bottom-up and top-down
Integrated planning
Consistency across the P&L, balance sheet and cash flow statement
Version management
Compare budgets, forecasts and actual values
Multidimensional planning
Plan in terms of cost centres, projects, regions or products
What-if analyses
Make decisions based on robust figures
Continuous planning
Always up to date, agile and decision-focused
Your benefits with our budgeting software
Transparent and traceable budgeting processes
More reliable plans and faster decisions
A consolidated data set – without the chaos of Excel
Role-based access – every department can contribute
Automated workflows and clear responsibilities
A real-world example
This mid-sized company has improved its cash flow forecasts and has been making quicker, more confident investment decisions since implementing Corporate Planner.
Corporate performance management software at work
What do the Corporate Planning software solutions deliver in practice? Nobody's better placed to tell us than the people working with them every day. Here's what some of our customers have to say.
The flexible, high-performance Corporate Planning software solution enables us to model all our processes and scenarios much more easily from start to finish. We were also impressed by the fact that no programming knowledge is required to create new reports.
Anja Tripolt
Head of Controlling, Schrack Seconet AG
The Corporate Planning software pools all our data sources and, thanks to its tree structure, provides a good overview.Navigation in the data sets is clear and simple, and KPIs for reporting can be set up quickly in a way that's easy to understand.
Elisabeth Kreuzer
Head of Finance and Legal, Brüder Theurl GmbH
We've been using Corporate Planner for more than twenty years. The solution is ideal in that it enables us to visualize new and increasing demands again and again. We greatly appreciate this flexibility and the ongoing development of the Corporate Planning software.
Stefan Dittmann
Senior Controller, digades GmbH
The Corporate Planning software is easy to use and also visually appealing.The business logic in Corporate Planner Finance enables a rapid rollout, so the software can be used straight away.
Nils Bublitz
Head of Group Accounting, Böcker Maschinenwerke GmbH
More about financial planning & budgeting
Integrated financial planning links the P&L, balance sheet and cash flow statement together in one consistent model. All operational budgets, e.g. sales, HR or capital expenditure, are automatically combined so that all financial implications are immediately visible.
A structured financial plan supports sound decision-making, provides a reliable basis for planning and reduces risk. Particularly where there's a high level of market uncertainty, having one of these is essential for long-term success.
Financial planning typically covers budgeting, liquidity planning, capital requirements and scenario analyses, and P&L, balance sheet and cash flow planning.
Financial planning is forward-looking. It describes what is being planned (e.g. budgets, cash flow plan). Financial performance management evaluates and monitors the implementation of the plan as well as analysing variances and their causes.
The Corporate Planning software is ideal for mid-sized and large companies across all sectors that are looking to integrate and automate their financial planning and give it a strategic orientation.
Budgeting is the process in which a company plans its expected income and expenditure over a given period. This is essential for targeting resources effectively, achieving objectives and safeguarding financial stability.
Specialist budgeting software automates many manual tasks, ensures consistency in the data, enables the simulation of different scenarios ("what if ... ") and improves collaboration across departments. This saves a lot of time and effort while increasing precision in financial plans.
Our software makes the budgeting process flexible, transparent and consistent. It provides integrated profit, balance sheet and liquidity planning functions, role-based approval processes, data-driven forecasting and automated reports.
Yes – SMEs in particular have plenty to gain from structured budgeting processes because these help them to spot financial bottlenecks at an early stage and improve their planning. Our solution is scaleable and adapts easily as the business grows and becomes more complex.
Budgeting involves setting targets and is usually done once a year. Forecasting, on the other hand, is a rolling projection that's regularly updated – often on the basis of actual data and trends. Our software supports both approaches in one integrated system.
Yes – with our software, you can create multiple scenarios, such as 'best case', 'worst case' and 'realistic case', compare them with one another, and be more confident in your decision-making.
That depends on the size of your business, the available data and the modules you would like to use. In many cases, with the support of our experienced consultants, the first applications are ready to go live within weeks.
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