With Planner your existing investment in being the “Master of Excel” is fully leveraged to help you create quicker, more accurate financial closes, streamline the budgeting and forecasting process and decrease fiscal errors. Planner is everything a financial executive needs to get their job done better.
Planner enables users to work with information held in a variety of systems without the need to have multiple databases open at the same time. Users can establish direct connections to different data sources, directly in Excel.
Planner has built in business intelligence functionality, enabling users to get a birds-eye view of company performance and helping to improve the accuracy of forecasts, budgets and plans. With its flexible design, users can perform multiple financial and management functions where they are most comfortable, either the Web, Excel or in their mobile device.
Because Performance Planner is deployed right in Excel; the time-to-productivity can be as fast as one week.
Planner enables users to manage every aspect of the financial close right in Excel. Users are able to manage workflows, send out input schedules, automate controls, track adjustments, reconcile data, work with multiple systems and monitor the results as they come in.
With the Business Modeler you can manage intercompany consolidations in a unified approach. In just one click users can perform currency conversion, data processing, matching, and collect missing data, making the reconciliation process quicker and easier than ever before.
Planner can be deployed to automatically recognize revenue and match costs for in-depth analysis and create the appropriate account postings for various expenses.
Planner is available in three different licenses packages: Standard w/ BASE Planner, Standard w/ PLUS Planner, and MAX Planner as an add-on for the Enterprise Server.