insightplanning Review

Simplified data entry

insightplanning simplifies data-entry with its Excel-like interface. It lets you enter your planning and budget data through customizable and spreadsheet-like web forms reflecting your business processes. Plus, insightplanning leaves it up to you to centrally define budgeting rules. Whether you have simple or complex business processes, insightplanning can help you streamline your workflows using its prebuilt packages that deploy core FP&A processes.

Accurate, integrated business plans

insightplanning uses advanced driver-based planning models to help businesses come up with forecasting and budgeting plans, such as cost budgets, employee budgets, project budgets, cash flow forecasts, sales forecasts, purchase planning, high-level production planning, and much more. The software is an excellent tool to help you improve forecasting and budgeting accuracy and shorten cycle times.

Improved financial reporting

With insightplanning, you can speed up your financial reporting cycle and minimize errors that usually stems from juggling multiple versions of spreadsheets. The software achieves this by providing real-time and flexible reporting features with drill-down capabilities, KPI dashboards, interactive ad hoc visualization, and executive storyboards.

Tailor-made business processes

While most financial planning solutions will require you to adapt to a complicated software architecture, insightplanning makes your existing budgeting process more robust without changing any of your work processes. It helps you shorten cycle times by allowing you to take full control of workflow management approvals as well as automated email coordination. The software also ensures high levels of user adoption, enabling you to manage your business processes in a breeze.

Various forecasting models

insightplanning provides numerous driver-based forecasting and planning models to help you align your organization’s financial plans with corporate objectives. You can use the software’s budget models and visualization tools to create budgeting plans for employees, productions, and sales. insightplanning’s forecasting models also come in handy for creating cash flow forecasts, occupancy planning, workforce planning, and high-level production planning.

Integrated analytics

By combining together all your planning models with analytics, reporting, and dashboards in one place, you can easily make the right decisions for your organization. insightplanning’s powerful integrations with ERP systems and various third-party applications also help you bridge the gap between the financial and operational processes in your organization.

Self-made reports

Reporting and planning processes usually require data and assistance from IT departments and, in some cases, things can go wrong, cause delays in your processes, and prevent you from focusing on higher-value activities. With insightplanning, however, you can create real-time and accurate reports without relying on your IT team. As a browser-based solution, insightplanning lets you create and access data from your ERP system or other data sources. Plus, you can take advantage of your familiarity with Excel and leverage your existing skills to handle both basic and complex financial statements and reporting.