Unit4 Financial Planning & Analysis (2024)

Audience

Financial services firms seeking a solution to manage their budgets and finances

About Unit4 Financial Planning & Analysis

Our intelligent financial planning & analysis tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results. Unit4 Financial Planning & Analysis makes it faster and easier for your people to understand what really matters and apply that knowledge to turn your organization’s plans and ideas into action. Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter performance management; planning, budgeting & forecasting; financial consolidation; reporting, visualization & analytics. Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.

Pricing

Free Trial:

Free Trial available.

Integrations

See Integrations

Ratings/Reviews

Overall

0.0 / 5

ease

0.0 / 5

features

0.0 / 5

design

0.0 / 5

support

0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Unit4

Founded: 1980

Canada

www.unit4.com/products/financial-management-software

Videos and Screen Captures

Unit4 Financial Planning & Analysis (1)

Unit4 Financial Planning & Analysis (2)

Unit4 Financial Planning & Analysis (3)

OnPlan

(3 Ratings)

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets.The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax.It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations.And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries.Give your budgeting spreadsheets superpowers with OnPlan.

Learn more

Unit4 Financial Planning & Analysis (4)

NetSuite

(59 Ratings)

One unified business management suite, encompassing ERP/Financials, CRM and ecommerce for more than 20,000 customers. Adaptability has never been more important. We give you the visibility and control to make the right decisions, now. Scale up, spin off, adopt new business models, NetSuite’s flexibility lets you do it all, quickly and easily. With every NetSuite upgrade, your configurations and customization migrate seamlessly. Your core business system now becomes your customer-facing commerce system with a customizable, customer-specific, pixel perfect experience. Real-time analytics is the NetSuite user interface. Users know what they should be doing and how they’re helping the business, with vital business data displayed from right within the system.

Learn more

Unit4 Financial Planning & Analysis (5)

FinAlyzer

(3 Ratings)

FinAlyzer®, a unified digital platform for financial consolidation, financial close, analytics, and management reporting, acts as a catalyst for CFO reporting in multi-entity organizations, covering integrated group reporting, legal reporting, management consolidation & segment-wise profitability reporting. FinAlyzer effortlessly converts financial data to actionable insights with decision analytics, KPI’s, insights, predictive forecasting, and benchmarks. Its no code fully configurable with of the box accounting taxonomy for IFRS, Ind AS, US GAAP, IRDAI & MIS. FinAlyzer is all in one corporate performance management platform that brings together your financial and operational data seamlessly that frees time for report preparation and helps teams focus their time on analysis and better decision making. FinAlyzer is high-performance BI and CPM solution.

Learn more

Unit4 Financial Planning & Analysis (6)

AccountsIQ

AccountsIQ cloud accounting software simplifies the capture, process and reporting of financial data across multiple locations. Put simply we transform finance functions by enabling CFOs, Finance Directors and Financial Controllers to:- Get a holistic view of their organisation and subsidiaries- Access real-time, powerful reports and KPIs- Get superb analytics through our multi-level coding capability- Automate consolidation- Work more effectively and flexibly with our collaboration tools and apps- Gain efficiencies through integration of key business systems.Our financial management software was awarded Mid-Market and Enterprise Accounting Software of the Year 2019 and 2018 and we were a finalist in 2020.

Learn more

Other Useful Business Software

Unit4 Financial Planning & Analysis (7)

Humanize apps with an intelligent automation strategy

Quickly provide better solutions and accelerate workflows with IA. At its core, it’s the same process Grandma used to perfect her cherry pie.

Implementing an intelligent automation strategy for your AI and RPAprojects will help you optimize your business processes whileminimizing technical debt. OutSystems' high-performance low-codeplatform makes it easy to incorporate intelligent automation into yourworkstreams.

Product Details

Platforms Supported

Windows

Mac

Training

Documentation

Live Online

Webinars

Support

Phone Support

24/7 Live Support

Online

Unit4 Financial Planning & Analysis Product Features

Accounting

Accounts Payable

Accounts Receivable

Bank Reconciliation

Billing & Invoicing

Cash Management

Expense Tracking

Fixed Asset Management

Fund Accounting

General Ledger

Government

Multi-Currency

Nonprofits

Project Accounting

Purchase Orders

CPA Firms

Cryptocurrency Support

Payroll Management

Tax Management

Financial Consolidation

Financial Management

Budgeting & Forecasting

Revenue Recognition

Consolidation / Roll-Up

Risk Management

Currency Management

Investment Management

Cash Management

Tax Management

Financial Reporting

Project Management

Financial Reporting

"What If" Scenarios

Audit Trail

Balance Sheet

Cash Management

Consolidation / Roll-Up

Forecasting

General Ledger

Income Statements

Multi-Company

Multi-Department / Project

Profit / Loss Statement

Medical Accounting

Trucking Accounting

Unit4 Financial Planning & Analysis (2024)

FAQs

What is Unit4 FP&A? ›

Unit4 provides Finance, Procurement, HR and IT leaders with the digital capabilities, tools and insights they need to drive key outcomes for their organization. Roles. Financial Planning & Analysis (FP&A) Manager.

What is Unit4 financials? ›

Unit4 Financials is our best-in-class financial management and accounting solution, designed to integrate with your industry- and company-specific applications.

How can I get better at FP&A? ›

Here are seven best practices in Financial Planning & Analysis:
  1. MEASURE FINANCIAL IMPACT OF STRATEGIC OBJECTIVES. ...
  2. DEVELOP A ROLLING FORECAST PROCESS. ...
  3. FOCUS ON DRIVERS, NOT DETAILS. ...
  4. LINK HUMAN RESOURCE AND CAPITAL ALLOCATION PLANS. ...
  5. WHAT-IF SCENARIO MODELING THRU TECHNOLOGY ADVANCEMENTS. ...
  6. MITIGATE RISK AND UNCERTAINTY.

How to do financial planning and analysis? ›

Basic steps in the FP&A process
  1. Data collection, consolidation, and verification. The first step in the FP&A process involves collecting financial and operational data from ERP systems, data warehouses, and other business solutions. ...
  2. Planning and forecasting. ...
  3. Budgeting. ...
  4. Performance monitoring and analytics.

What are the features of Unit4? ›

JUnit 4 uses the annotation feature (since JDK 1.5) to streamline the process and drop the strict naming conventions of test methods. Suppose that we wish to carry out unit testing on the following Java program, which uses static methods to perform arithmetic operations on two integers.

Is Unit4 cloud based? ›

Why Unit4? Discover how our integrated enterprise cloud software helps people-focused organizations all around the world and across a huge range of industries create value and achieve ROI faster.

Who owns UNIT4? ›

(Reuters) - Buyout firm TA Associates will acquire Unit4 NV, owned by private equity firm Advent International, in a deal valued at more than $2 billion, the enterprise software company said on Monday.

Is UNIT4 public or private? ›

Unit4
Company typePrivate
Founded1980
Key peopleMike Ettling CEO
ProductsERP FP&A Human Capital Management
ServicesSoftware Professional services
5 more rows

What does UNIT4 sell? ›

Our suite of applications, built on the Unit4 People Platform, provides you with modern software solutions that improve the efficiency and productivity of your organization and transform your people's work into a more meaningful and inspiring experience.

Does FP&A pay more than accounting? ›

FP&A typically pays better than technical accounting jobs. However, a large percentage of FP&A analysts are in fact CPAs.

Does FP&A lead to CFO? ›

FP&A serves as a solid foundation for pursuing a CFO role, providing crucial experience in financial planning, analysis, and forecasting.

What Excel skills do you need for FP&A? ›

Finance and Excel: 5 Must-Have Skills for FP&A
  • Conditional Formatting. ...
  • Automation and Macros. ...
  • Pivot Tables. ...
  • Charts and Visuals. ...
  • Data and What-If Tables? ...
  • Use Check-sums. ...
  • Separate inputs from outputs. ...
  • Use Index/Match or XLOOKUP instead of V-lookup.
Feb 2, 2024

What are the 4 basics of financial planning? ›

Use this step-by-step financial planning guide to become more engaged with your finances now and into the future.
  • Assess your financial situation and typical expenses. ...
  • Set your financial goals. ...
  • Create a plan that reflects the present and future. ...
  • Fund your goals through saving and investing.
Apr 21, 2023

Is FP&A a good career? ›

As a career, FP&A can offer many benefits. Includes a good salary, job security, and opportunities for advancement. But, like any career, there are also potential drawbacks. These include high-pressure work environments, and a competitive job market.

Is FP&A certification worth it? ›

Yes, FP&A Analyst certifications can be a significant asset for those transitioning from a different career path. These certifications typically cover essential financial planning, analysis techniques, and best practices, equipping career changers with the specialized knowledge needed in FP&A roles.

What is business unit FP&A? ›

Companies use financial planning and analysis (FP&A) to forecast profit and loss supporting their overall business strategies. It allows leaders to effectively manage cash flow and make the best use of their capital while making useful decisions on both operational and strategic levels.

What is the hierarchy of FP&A roles? ›

FP&A Team FAQs

As the company matures, the team can go from a group of analytical generalists reporting to the VP of Finance to specialized FP&A managers focused on different business units to, finally, a hierarchy of FP&A analysts reporting to specialized FP&A managers who all report to a VP of FP&A.

What does FP&A consist of? ›

FP&A meaning and definition

Financial planning and analysis (FP&A) is a set of planning, forecasting, budgeting, and analytical activities that support a company's major business decisions and overall financial health.

What is FP&A Deloitte? ›

Advanced analytics for financial planning & analysis (FP&A) Javascript is disabled. Services.

Top Articles
Latest Posts
Article information

Author: Annamae Dooley

Last Updated:

Views: 6051

Rating: 4.4 / 5 (45 voted)

Reviews: 84% of readers found this page helpful

Author information

Name: Annamae Dooley

Birthday: 2001-07-26

Address: 9687 Tambra Meadow, Bradleyhaven, TN 53219

Phone: +9316045904039

Job: Future Coordinator

Hobby: Archery, Couponing, Poi, Kite flying, Knitting, Rappelling, Baseball

Introduction: My name is Annamae Dooley, I am a witty, quaint, lovely, clever, rich, sparkling, powerful person who loves writing and wants to share my knowledge and understanding with you.